For all User Types
39 articles

Written by Stephen Crawford, Derek Foresman and Tom Martin



Change Orders
This article will help you understand how to create and manage change orders, exposures, and potential change orders within your projects.
Written by Derek Foresman. Updated over a week ago
Email to Rabbet
Easily import documents directly into Rabbet through email
Written by Derek Foresman. Updated over a week ago
Manage Project Access Using Teams
Teams allow users to group themselves and limit project access to the most relevant people in your account
Written by Stephen Crawford. Updated over a week ago
Pay Applications
This article will help you understand how to upload and review Pay Applications within a project.
Written by Derek Foresman. Updated over a week ago
Hard Cost Tab Explained
This article will help you understand how to navigate the Hard Cost tab within a draw and understand how the information is being presented.
Written by Stephen Crawford. Updated over a week ago
Actuals and Budget Updates for Projections
Learn how spent amounts and budget changes affect Projections
Written by Tom Martin. Updated over a week ago
Deleting Draws & Projects
This article will help you understand how to delete draws and projects within Rabbet.
Written by Derek Foresman. Updated over a week ago
Edit Project-Level Budget
Making edits to your original project budget, adding line items, and changing amounts is easily done in the project's 'Budget' tab
Written by Stephen Crawford. Updated over a week ago
Recommended Browsers
Rabbet recommended browsers for optimal performance
Written by Derek Foresman. Updated over a week ago
Create a New Project
Walk step by step through Rabbet's Project Creation Wizard to get your project up and running seamlessly.
Written by Stephen Crawford. Updated over a week ago
Introductory Product Tour
Learn the basic navigation and core functionality by following this short tour through Rabbet.
Written by Stephen Crawford. Updated over a week ago
Receiving Multi-Org Invitations as a Current User
Rabbet allows current users to be added to multiple organizations for greater visibility and collaboration
Written by Stephen Crawford. Updated over a week ago
Third Party Access to Rabbet
Need to invite a third party to access your project on Rabbet? This will come in handy for Equity Partners, Consultants, Inspectors & more.
Written by Tom Martin. Updated over a week ago
Adding Users & Managing Permissions
Ensure permissions are properly structured for your colleagues and collaborators
Written by Stephen Crawford. Updated over a week ago
Internal Comments and User Mentioning
Utilize internal comments available in several Rabbet features to facilitate collaboration with other users in your organization.
Written by Tom Martin. Updated over a week ago
Draw Summary Format
Rabbet provides several formatting options for the Excel draw summary that the user can download and send to other parties
Written by Tom Martin. Updated over a week ago
Manage Funding Sources & Uses in a Draw
Utilize automated calculations and manual input options to track the funding for each project draw.
Written by Tom Martin. Updated over a week ago
Project Funding Source Configuration
The funding source tool provides an automated experience that simplifies the funds tracking for each draw
Written by Tom Martin. Updated over a week ago
General Contractor Configuration and Tracking Subcontractor Costs
Add your general contractor as a project stakeholder to associate subcontractor documentation with the GC pay application.
Written by Tom Martin. Updated over a week ago
Edit Line Item Amount Requested
Manually update the draw amount for a line item without supporting documentation
Written by Tom Martin. Updated over a week ago
What Data Is Rabbet Capturing From my Documents and Filling in Automatically?
Did you know Rabbet is automatically classifying documents & extracting relevant data points from your documents to make life easier?
Written by Tom Martin. Updated over a week ago
Cost Codes and Document Descriptions
Rabbet provides the functionality to track cost codes for documents, line items and vendors.
Written by Tom Martin. Updated over a week ago
Download Draw Documents and Summary
This article describes how to download the draw documents and an Excel Draw Summary or other reports from any Draw in a Project.
Written by Tom Martin. Updated over a week ago
Handling Inspection Reports
The construction inspection process varies by project and organization. Rabbet's inspection features can handle your unique needs.
Written by Tom Martin. Updated over a week ago
Managing Stakeholders
Link affiliated organizations to your project. Assign individuals to those organizations for easy reference and communication.
Written by Tom Martin. Updated over a week ago
Managing Retainage
Flexibly manage and track retainage inside a project with the ability to apply retainage to specific vendors, line items and documents.
Written by Tom Martin. Updated over a week ago
Register on Rabbet
The steps to register on Rabbet vary based on the security preferences elected by your organization
Written by Tom Martin. Updated over a week ago
Automatic Rules Review Index
Review this article to learn how the automatic rules performed by Rabbet are designed
Written by Tom Martin. Updated over a week ago
Edit Email Notifications
Configure your email settings to stay informed on activities occurring on your projects in Rabbet
Written by Tom Martin. Updated over a week ago
Vendor Organization Management
Easily add or delete a vendor, edit vendor details, review all projects and documents in which an organization is involved.
Written by Tom Martin. 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.
Written by Tom Martin. 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 PDF invoices in your email.
Written by Tom Martin. Updated over a week ago
Customize Table Views
Customize and save the way that you view the various project data and document detail tables
Written by Tom Martin. 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.
Written by Tom Martin. Updated over a week ago
Assign Documents from a Project to a Draw
Move documents from the project level to a specific draw.
Written by Tom Martin. Updated over a week ago
Add Documents to a Draw and Document Automation
This article explains how to upload supporting files, split large PDF files if necessary, and review the information in each document.
Written by Tom Martin. 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.
Written by Tom Martin. Updated over a week ago
Create a Draw
Create a new draw package in your Rabbet project. Edit draw details after it has been created.
Written by Tom Martin. Updated over a week ago
Reset Your Password
How to reset your Rabbet password
Written by Tom Martin. Updated over a week ago