- Projects settings
Every setting the Projects module reads, on one page behind the projects.
- Connections
Your own sign-ins to the systems your work lives in — Outlook, Smartsheet, Aconex — and what they bring into Saral.
- Project Register
The one list of projects — code and name (the tracking option pushed to Xero), client, accounts company, year, VAT status, type and site address.
- Pipeline
Every project with what its contract is worth, when it starts, who the client is and where the site is — the live jobs and the prospective ones not signed yet, in one table.
- Import a won tender
The one door a won tender becomes a project through: pick the tender, pick or add its register entry, choose the parts to bring, read the dry run, apply.
- Projects guide
The whole module as one reference: how it works as a flow of six cards, every screen on the project strip, how data flows between modules, the twenty steps from bringing a job in to close-out, the routine for each role, the set-up list, job roles and access, what Saral automates against what you type, matching your manual CVR, your workbooks mapped to Saral, and every setting.
- Contract & documents — the main contract
The main-contract record for one project: who the client is, the form of contract, the sum, the dates and the retention; the letters of intent the job runs on before the contract is signed; the set-up register (particulars still to settle, securities and annexures, the named parties); and the review register that holds the clause comments and derogations, round by round.
- Packages — the register
One row per work package, let or not: code, title, element, type, who runs it, how far design and construction have got, and the four columns the client's schedule prints.
- Run tender — cut-offs and tenders
Each package's start on site worked back through lead-in, samples, design approval and design to the appointment cut-off, and back through procurement to the date procurement must start — against when it actually started and when the firm was appointed.
- Order & contract — what must be in hand
One checklist per package — consent to sub-let, the signed sub-contract or letter of intent, NDA, novation, the collateral warranties, parent company guarantee, performance bond, PI and PL insurance — and the order itself, drafted from a template and sent for signature through Saral Sign.
- All subcontractors — the central register and each firm's profile
Every package subcontractor the account has ever onboarded, in one searchable register — name, entity type, contact, company number, bank details declared, CIS verification and the average score from the packages they worked on.
- Issued & signed — the appointment papers
One place for the papers that appoint a subcontractor.
- New appointment
Starts the appointment of a package subcontractor: the package, the firm and the form of appointment, then the pack drafted from the templates and sent for signature from the package's Order & contract.
- Legal review
The appointment documents waiting for a legal read before they are issued, across every project you can see.
- A subcontract document — read through and send
The draft of one document issued on a package — a sub-contract order, letter of intent, extension, warranty request, bond, guarantee, novation or certificate — with every value filled from Saral and shown with its source.
- Subcontractors
Everything about a package subcontractor on one job, one menu row per stage of its life: Overview (the firms on the job ranked by their share of the let value, each opening its profile; Inbox, Requests, Directory), Appointment (packages, tender, order and contract, getting ready), Site & quality, Change (CAIs), Payments, Final account and Termination.
- Progress — who is holding each package this month
The first tab of Site & quality: the month's work on every package as lanes — the Package QS, the Director, Accounts — with done against total, and one row per package showing the step it is on, whose it is and when it is due.
- Applications — three things a month
The first tab of Payments, and the one a QS opens every month.
- Fee accounts — consultants
A consultant package's month valued from its deliverables register: every drawing or document with its fee, the stage each has reached and what the package's stage rule releases at that stage.
- Requests — every form we send a subcontractor
One queue for everything we send a subcontractor to fill in: the forms for a package (this month's Application for Payment, a variation quotation, daywork sheets, document renewals, their final account, a retention release) and, folded above them, the onboarding forms a firm fills in to join the register.
- Payment notices
The one door for every payment notice, certificate and pay-less notice to a package subcontractor.
- Valuation
Our application to the client, line by line, with the client QS's assessment beside it and the cascade every application states — gross, less retention, less previously certified, net due; the instruction register that is the variation account; and the registers behind them.
- Drawing compare: CAI review
The CAI review tab of Drawing compare: your CAI desk.
- Drawing compare: Measurement & quantities (TSA)
The Measurement & quantities tab of Drawing compare: the project's Tender Sum Analysis (TSA), kept as revisions.
- Retention
Every retention entry on the job in one table, both ways round: what the client holds on us (released at practical completion and the end of the defects period) and what we hold on each subcontractor.
- Payment calendar
Every Construction Act date across the projects you can see: due dates, payment-notice and pay-less-notice deadlines, final dates for payment and retention releases — both ways, what we pay and what we are paid.
- Payment schedule
The project's package subcontractors and every invoice they raise, joined live from the ledger.
- Weekly payment run
Every subcontractor and consultant on every project you can see, in one list: contract sum, final account, approved variations, certified, invoiced and paid to date, the balance to pay with its final date for payment, and what does not add up — grouped by the week of that final date, which is the payment run it belongs to.
- Payment planning
Four tabs: Paid invoices (the payments on the paid package bills and proformas of the projects you pick — an invoice with £5 or less left counts as paid; a part-paid one is on Unpaid — each marked paid in Saral, paid in Xero awaiting bank reconciliation, or reconciled in Xero), Unpaid invoices (everything still owed on the projects you can see and not on the plan yet — awaiting payment, part-paid, drafts in Xero and in Saral, proformas to pay), Payment plan (the invoices added from here to Accounts' one continuous payment plan for your projects, with a switch to also show the lines Accounts added, with the reasons, what was requested, what was approved and what goes in the next request) and History (every request sent for approval, its answer and its history).
- Package canvas
The project's packages by money and progress, lit for you.
- Saral Share — waiting on us
The morning queue of Saral Share — the glass wall with your subcontractors.
- Correspondence
The project's one register of what went out: every letter, notice, order, request, statement and pack — to whom, how, when, and the reply it waits for.
- Signals — the evidence, and our side
The first tab of Termination: what Saral sees on each package every night — late completion, progress behind time, nobody on site, defects not put right, safety, late design, instructions ignored, insolvency — each with the records behind it, and beside them what we owed the firm.
- Cases — proposed, never opened for you
Each package's case from a concern to its end — concern, site warning, notice of default, cure or termination, completion by others, the account after termination.
- Close-out — the normal end
The first tab of Final account: pick a package and see practical completion, making good, the final account, retention released, warranties and O&M received, and the firm's score — each read from its record, never ticked.
- Programme
The job's key dates in one place: every milestone with its planned, forecast and actual date, the slip against plan, a read-only Gantt of the planner's programme, the labour look-ahead by trade, and the extension-of-time register.
- Progress
The monthly physical-progress assessment: a % complete per package, rolled up to cost code, so value earned (progress × budget) can be set beside the cost actually spent.
- NEC contract
The NEC4 ECC registers for a project whose contract form is an NEC form: compensation events with their clocks, the Early Warning Register and risk-reduction meetings, programme submissions and acceptance, the Price for Work Done to Date (Options A and C) and the defects position.
- Site diary
One page a day for the site manager, phone first: who was on site, the weather, deliveries, plant, what was raised and the photos are filled in from the records; the site manager adds the work done, visitors, delays and H&S, and signs the day off.
- Site & design
The site's day-to-day registers over one project as tabs: the daily labour log by package, the design register with every drawing issue and reviewer status, drawings and specifications, outbound transmittals, the numbered question registers (RFIs, design queries, discrepancy notices), daywork sheets, plant and materials on the job, contract and delay notices, and the procedures that say where every register lives.
- Site registers
The site team's registers over one project, grouped by job: Site & programme (locations, blockers, the package tracker, holes and voids, long-lead items, acceleration, statutory approvals), Safety & environment (RAMS and plans, permits to work, inspections, the weekly H&S pack, observations, environment and waste), Quality (ITPs and NCRs, commissioning), Handover & defects (snagging and handover, close-out, the defects period) and Client (the monthly client report, the client portal).
- Confirm dayworks
The site manager's one door into Projects: the subcontractors' submitted daywork sheets on your projects, hours only — who worked, which day, how many hours, which plant ran, what materials — and one 'Confirm the hours' per sheet.
- Monthly Progress Report
The month's progress report, generated from the team canvas and the registers — steps done per lane, package months, instructions, drawings, design notices, programme dates — so nobody retypes a number.
- DRS (Design release schedule)
The project's design release schedule laid out like the design team's workbook: a Package Summary, one sheet per package and an All sheet, with the sheet tabs along the bottom.
- Notices
One list of everything on your projects that carries a response deadline: the client's comments on our drawings, our notices (DPN, GDN, CDN) and RFIs.
- Design Desk
The design team's desk, opened from Projects: every client comment on a drawing as one row, with its drafted answer, the answer given, the notice it went out in and its clocks, one project at a time.
- Dashboard
Every project across the companies in your group on one screen: revenue, cost, net profit and margin per project from the posted Xero ledger, a Next row per live project, a cost-analysis view and a 'today on site' view.
- Overview
The project cockpit: what to do next, the month's progress in one number, then twelve tiles — final value, final cost, margin, applications and cash, retention, variations, subcontractor liabilities, programme, labour, risks, documents — each linking to the screen that owns it and each showing its movement since the last month-end lock.
- Live Project Report
The QS's main working report: cost to date by QS code, then by supplier, down to every invoice line, read live from the posted Xero ledger across the group.
- CVR Report
Cost Value Reconciliation for one project, straight from the ledger: value and cost to date by month and QS code, the reconciliation statement, the QS's inputs (contract sum, approved variations, forecast final cost, provisions), the headline on both the agreed and the forecast basis, cost heads with budget, monthly movement, and the month-end lock that fixes the position and starts the movement trail.
- Cash-flow forecast
Receipts and payments by month for one project — applications and retention coming in, subcontractor bills and orders going out — or the whole group rolled up.
- Portfolio
The commercial position across the projects you can see: secured workload, value and cost to date, margin to date, forecast final margin with its coverage, open commitment and retention held; value against cost by month; progress against profitability; margin movement since each project's last lock; and the exposure ranking — cash at risk and projects sliding.
- Benchmarks
Every project against the group: cost per m² and per week, labour and subcontract shares of cost, retention days, certified-to-paid days and variation rate, each with the group's min, quartiles, median and max.
- Reports hub
Every report and document the Projects module produces — what it is, where it is made, what it needs and the formats it comes in — generated from the module's output catalogue.
- Explore (Pivot)
A pivot over the group's Xero profit and loss lines: drag fields to rows, columns and filters, slice by period, company, class and project, compare periods, drill into any cell to the transaction lines, and save the layout.
- Valuation - Sale Invoice
Turns a client's Certificate for Payment into the sales invoice in Xero the way it is done by hand: pick the project, drop the certificate, and the last invoice raised for that project is copied with the new certificate number, dates and amount, checked against the PDF, and posted.
- Your QS month in Saral
What the QS team produces today, the Saral output that replaces each format, the figures side by side where a comparison has been recorded, where each input comes from and whether Saral takes it in by itself, every output over the whole project by stage, and how the month flows from screen to screen.
- P&L Reconciliation
Proves that the project reports capture all of the group's P&L: for each company, its P&L activity (sales and costs, excluding depreciation) split into what is tagged to a project and what is not, with the untagged amount by account so it can be tagged in Xero.
- Company Recharge Coverage
For every company in the group, its whole P&L cost split into what was recharged out, what it has declared as its own cost, and what is neither — the undeclared remainder, which is the month-end queue to drive to zero.
- Intercompany
The one home for how a sale from one of your companies to another is treated when a project report is read on the group basis — the treatment ladder, the transfer-pricing policies, what each company declares as its own cost, the legs the engine could not pair, works-package handoffs and the per-company matrix.
- Drafts — drafted for you
Every report format your account produces is drafted overnight from the registers people filled — the design progress, the package month pack, the cost and CAI report, the DRS — and waits here.