For all User Types

Seth Snyder avatar Michael Hickman avatar
27 articles in this collection
Written by Seth Snyder and Michael Hickman

Managing Change Orders

Change order documents can be assigned to budget reallocations and increases to the total budget in Rabbet.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Cost Codes

Rabbet provides the functionality to track cost codes for documents, line items and vendors.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Download Draw Documents and Summary

This article describes how to download the draw documents and an Excel Draw Summary from any Draw in a Project.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Upload the Budget Spreadsheet

When creating a new project, you have the option of uploading a spreadsheet template to add line items and budget amounts.
Michael Hickman avatar
Written by Michael Hickman
Updated this week

Handling Inspection Reports

The construction inspection process varies by project and organization. Rabbet's inspection features can handle your unique needs.
Michael Hickman avatar
Written by Michael Hickman
Updated this week

Upload and Assign Documents from Multiple PDF Files

This article explains how to upload and assign documentation when each PDF file contains just a single invoice, pay app, lien waiver, etc.
Michael Hickman avatar
Written by Michael Hickman
Updated this week

Managing Stakeholders

Rabbet provides the functionality to link affiliated organizations to your project & assign individuals for easy reference & communication.
Michael Hickman avatar
Written by Michael Hickman
Updated this week

Managing Retainage

Flexibly manage and track retainage inside a project with the ability to apply retainage to specific vendors, line items and documents.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Register on Rabbet (with a One Time Password)

To keep your organization's data even more secure, Rabbet recently changed the two factor authentication from SMS (text message) to OTP
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Edit Email Notifications

Configure your email settings to stay informed on activities occurring on your projects in Rabbet
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Automatic Rules Review Index

Review this article to learn how the automatic rules performed by Rabbet are designed
Michael Hickman avatar
Written by Michael Hickman
Updated this week

Vendor Organization Management

Easily edit vendor details, review all projects in which an organization is involved and audit all associated documents.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Reporting in Rabbet

Rabbet allows users to view and create robust reports that can be saved in the application or exported.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Document Collection from 3rd Parties

Create a shareable link to allow Non-Rabbet users to upload documents to a project instead of tracking PDFs and invoices in your email.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Customize Project Table Views

Customize and save the way that you view the budget and draw details for a project within a draw.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Manage Funding Sources & Uses in a Draw

Manually input Funding Sources & Uses for a draw, or override the funding Sources & Uses that Rabbet calculates based on project settings.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Customize Your Portfolio View

Customize and save the way that you view projects, budget and draw details at the portfolio level.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Reviewing Draw Rules

Keeping track of a draw is a breeze when using Rabbet's automated rules and the manual checks configured for your organization.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Auto-Allocate Funds

Utilize the auto-allocate funds feature to let Rabbet apply proper funding sources for each draw according to the rules that you configure.
Seth Snyder avatar
Written by Seth Snyder
Updated this week

Assign Documents from a Project to a Draw

Move documents from the project level to a specific draw.
Michael Hickman avatar
Written by Michael Hickman
Updated this week

Uses of Funds

Rabbet handles the complexity of tracking Funding Sources that are limited to Use on specific budget Line Items.
Seth Snyder avatar
Written by Seth Snyder
Updated this week

Upload and Assign Multiple Documents from a Single PDF

This article explains how to upload and split apart a large PDF that contains various documents from multiple vendors.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Managing User Access

Setting up the functionality that each user can take in the application.
Seth Snyder avatar
Written by Seth Snyder
Updated over a week ago

Create Project Funding Sources

Rabbet has the suite of features users need to better track and manage various sources of funding throughout the life of a project.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Edit Project Settings

Make changes to the project details in Rabbet at any time during the life of the project.
Seth Snyder avatar
Written by Seth Snyder
Updated this week

Create a Draw

Packaging and submitting a draw is easier than ever with Rabbet.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Reset Your Password

How to reset your Rabbet password
Seth Snyder avatar
Written by Seth Snyder
Updated over a week ago