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

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