Pipeline

Open this screen in Saral/projects/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. It is a list of the contract record Contract & Budget keeps, never a second copy; a director reads it, a QS or commercial manager adds a prospect or drops a contract on it.

You enter

A new prospect: name, client, expected sum, dates, site — the only write this page makes
A contract file to upload against a project (read tonight by default; 'read now' fills the blanks at once)

Saral fills in

Every value from the contract record on Contract & Budget — contract sum, start, client, site — and the stage (prospective, live, closed) derived from the record, never typed
The contract's reading: a figure already saved is never overwritten; a disagreement waits on Contract & Budget
The four tiles: how many projects, their worth, the live and the prospective sums

It produces

The rows in the current view as CSV

What this page is for

The question a director asks on a Monday — what is on, what is coming, what is each worth — answered from the contract records, with the prospective jobs beside the live ones. Whatever is here is what the CVR, Retention and Contract & Budget show, because it is the same record.

Not a second editor

The Pipeline stopped editing the contract record behind Contract & Budget's back on 2026-10-09. Creating a prospect is the one write left; everything else deep-links to the owner. The Stage column and the three views are read off the one derived stage.

Where next

Import a won tender starts a project from the tender it was won on; Contract & Budget is the record every figure here comes from.

Next screen: /projects/import-tender

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