Clients Sites

The Client Sites section provides a comprehensive summary of information for each site associated with the selected client.

This section contains two list views: Overview and Billing View, allowing users to switch between different site perspectives.

A status filter is available and is set to Active by default. Users can change this filter to display only Tender or Completed sites as required. When the table is filtered by Tender, the Billing View option is unavailable. The Tender view is a fixed view and cannot be changed.

A Quick Search field is also provided, which searches specifically within the Site Name column.

To add a new Site, the user must enter Edit mode and select the Add Site button located above the top-right corner of the table. The system redirects the user to a new Site record, which automatically opens on the Details page.

For more information on sites, refer to the Sites section.

Tender View

When the list table is filtered by Tender, the displayed columns adjust accordingly to show tender-specific information for each site currently in the Tender stage. The purpose of each column is explained below.

• Site Name – This is the name of the site which is entered in the Site Details page.
• Total Plots – This is the amount of Plots that have been added to that specific site.
• Total Tender Price – This value is calculated by applying the markup to the total costs and then summing the resulting figures.
• Total Costs – Total Costs represents the combined cost of all plots associated with the site.
• Markup – Markup is the percentage added to the total costs to calculate the selling price or chargeable value.
• Gross Profit Margin – Gross Profit Margin is calculated by dividing the gross profit by the total sales value and expressing the result as a percentage.
• Overheads – Overheads is calculated as a percentage by dividing the total overhead costs by the total revenue and then multiplying it by 100.
• Net Profit – Net Profit is the amount remaining after all costs, including total costs, overheads, and other expenses, have been subtracted from total revenue.
• Net Profit Margin – Net Profit Margin is calculated by dividing the net profit by total revenue and multiplying by 100 then expressing the result as a percentage.

Active Overview

The Overview table includes twelve columns, primarily focused on pricing and cost-related information, as described below.

• Site Name – This is the name of the site which is entered in the Site Details page.
• Remaining Site Price – This is the Build Stages sell prices + Rate for any variations + Sales extra multiplied by the markup. This needs to deduct the prices that have been claimed in the sales applications from the total site price.
• Remaining (%) – Remaining % shows the proportion of the total amount that is still yet to be claimed.
• Sales Extra Price – Sales Extra Price represents the value of the Sales Extras that have been added to the site.
• Plot Level Difference – Plot Level Difference represents the difference between the plot level actual cost and the total cost of the last agreed Price Submission.
• Variations Price – This represents the combined rate of all Variations associated with the selected site.
• Variations Costs – This represents the combined cost of all Variations associated with the selected site.
• Current Month Cost – This calculates the cost for every day since the start of the current month.
• Last Month Cost – This calculates the cost for the whole of the last month.
• Baseline Cost – This is the cost of the entire site when the site was made active.
• Current Cost – This is the current actual cost of the plots on the site.
• Start Date – This is the Start Date for the site which is entered in the Site Details page.

Active Billing View

The Billing View table presents billing-specific columns that provide insight into the financial status for each site. A description of each column is provided below.

• Site Name – This is the name of the site which is entered in the Site Details page.
• Latest Application Date – Latest Application Date represents the creation date of the most recent Application for the site.
• Total Cumulative Billed – This represents the total amount claimed across all applications associated with the selected site.
• Total Billed – Contract Works – This represents the total amount claimed against Contract Works across all applications associated with the selected site.
• Total Billed – Sales Extras – This represents the total amount claimed against Sales Extras across all applications associated with the selected site.
• Total Billed – Variations – This represents the total amount claimed against Variations across all applications associated with the selected site.
• Retention Amount – Displays the total retention amount certified for the Site. This value is calculated as the sum of all Retention Taken amounts recorded within the Site’s Certification Details page.
• Remaining Project Billing Amount – This represents the total value of the site that has not yet been claimed through an Application.
• Percentage Complete – This percentage represents the Total Cumulative Billed divided by the Total Project Billing Amount.

Completed Overview

When the list table is filtered by Completed, the displayed columns update to show completion-specific information for each site currently in the Completed stage. The purpose of each column is explained below.

• Site Name – This is the name of the site which is entered in the Site Details page.
• Total Sell Amount – This figure represents the total value certified across all Build Stages, Sales Extras, Variations, and Contra Charges. Certification is performed within the Certification process.
• Total Costs – This represents the current Total Actual Cost of the Plots on the site.
• Gross Profit Margin – The Gross Profit Margin is calculated by dividing the Gross Profit by the Total Sales and then multiplying by 100 to receive the Gross Profit Margin as a percentage.
• End Date – This is the date on which the site was marked as Completed.

Completed Billing View

When the Billing View is selected while the table is filtered by Completed, the displayed columns update to show completion-related billing information for each site in the Completed stage. The purpose of each column is explained below.

• Site Name – This is the name of the site which is entered in the Site Details page.
• End Date – This is the date on which the site was marked as Completed.
• Retention Amount – This represents the total retention taken across all Certifications associated with the selected site.