Rapport 3 - User Community

If a supplier isn't assigned to a project, it won't appear in the Fee/Budget Plan. To assign a supplier to a project, go to the project, click on Fe...

The Billing Plan window is used to allocate the amount of fee that will be charged to the client each month during the lifetime of a project. Once the Fe...

There are multiple ways you can bulk move within the Projects > Fee/Budget Plan section. The bulk move tool works within the following plans: Labour ...

The Project Manager or Admin team member will be required to go to enter in the Fee/Budget Plan in for staff to book time against the project. Below is th...

Introduction Rapport3 handles cross-charging in three ways. This will allow for informal working arrangements, all the way up to the formal division of fee...

The default grade rates are used for planning purposes. The default amounts are pulled through to the Project Grade cards. These can be edited by accessing...

For you to be able to enter amounts in this tab, it is necessary to unlock the plan by pressing the Unlock Plan icon. This will disable the ‘Outline Bud...

By default, project numbers are typically fixed upon initial creation and cannot be directly altered by clients. This restriction helps maintain data integr...

In order for us to create your invoices, we will need the following: A version of what you would like the invoice to look like and a break down of every s...

In order for us to set up the invoice emailer for you on Rapport, we will require the following from you: Mail server details:  preferred server name, ...