We know that learning a new software can be challenging, but after following this simple tour through Rabbet's intuitive navigation, you'll be using the system's many time-saving and efficiency-gaining features like a pro in no time!
When logging into your Rabbet account, you will always start on the portfolio dashboard. It provides a summary of your projects and will be the launch pad for your work in Rabbet.
To get started, click on the name of the project or project tile.
You've have landed on the project's Overview tab. On this tab you will find several navigational tabs and buttons that lead you to the various features available on your project.
Navigate to the Budget tab for a view-only analysis of the active budget.
Creating a 'New Draw' is fast and easy. Just be sure that your work in prior draws is complete. Creating a new draw 'locks' most of your editing capabilities in prior draws.
Open the current draw or any prior draws from the project Overview tab by clicking the draw tile.
Navigating Within a Draw
You've now landed on the Line Items tab within a project draw. Notice how our journey so far has been mapped in the blue bar at the top of the page. Easily navigate back to the project or portfolio levels using these breadcrumbs.
Each draw contains a snapshot budget that outlines the activity to-date, including the activity for that draw. For a basic live navigation and to learn about invoice management, check out this short video:
If you have created a new draw, the first step is to upload supporting documentation by clicking 'Add Documents'. After the upload is complete, navigate to the Documents tab to review the files.
Upon upload, Rabbet classifies and extracts relevant information from your invoices. The system will automatically input and connect this information to the budget. A 'warning' status will appear if missing information has prevented this automation.
Click anywhere on the document line to verify or update the details of the document.
You are now in the document review modal. For an invoice document, the 3 critical fields that must be completed are:
Once these fields have been completed, the invoice amount will be automatically populated as a draw request on the applicable line item. Complete any other relevant fields that you want to record in Rabbet and click 'Save Changes'.
When all of your supporting documentation has been reviewed, click 'Close' to exit the document assignment modal.
When a green link symbol appears on every document, you have completed your document review. The invoice and pay app amounts will automatically populate the Current Amount Requested field on the budget.
Navigate back to the Line Items tab to review these amounts.
Notice how the Current Amount Requested column on the draw budget table has updated values. The value for each line item is the sum of all invoice documents assigned to that line item.
Click on the line item to view the details.
The line item slideout outlines the active draw request and total project request. The invoices and pay apps that have automatically populated the draw amount requested on this line item are linked here.
Thank you so much for completing this tour! If you understand the connection between the project budget and the supporting documents, then you will have no trouble mastering Rabbet.
Of course, you probably have tons of questions and we are here to answer them. Click on the blue chat bubble in the bottom right corner of your screen to talk with our Partner Success team.
Be on the lookout for additional resources delivered within Rabbet and also in your email!
Do you have questions or feedback? Please email us at firstname.lastname@example.org