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Help › Tips & FAQ

Tips & FAQ

Run / Save in MR Justification does nothing and the buttons look greyed

The form is locked because a bill exists or the agreement / DNIT is finalised. Close it with the window’s X. To edit, remove the downstream stage first. See MR Justification.

I can’t find the Add button in the SoR items editor

New items go only into the ‹New Item› bucket (Additional_NS_Items), so Add is enabled only when ‹New Item› is selected in the Source dropdown. Existing schedule items are changed with Edit.

A non-schedule item I added doesn’t show a rate in the Estimate

Make sure it was added as a Leaf (Parent / Sub-Parent rows have no unit/rate), and that it has a unit. Give it a rate analysis from the AoR editor if it needs one.

How do I delete a stage (estimate / DNIT / agreement / bill)?

File › Delete lists the stages in workflow order. A stage can only be deleted after the stages that depend on it — deletable stages show in red, blocked ones in amber with the reason implied by their position (delete the later stage first), absent ones are greyed.

A quantity / rate cell refuses what I type

All calculation cells accept digits and a single decimal point only. In a bill, the grid additionally enforces Part Rate Qty ≤ UD Qty and Part Rate ≤ Agreement Rate; the reason is shown in the status bar.

The report preview is blank

Click Generate. If it stays blank, the Microsoft Edge WebView2 runtime may be missing — use Save as PDF or Print instead. See Reports.

Screenshots / screen sharing show a black window

That is intentional — the software’s screens are protected from capture and recording. For a demo or a training session the protection can be lifted temporarily from Help › Allow Screen Capture (Vendor)… — it asks for the vendor password, so contact your supplier.

Keyboard shortcuts

ActionKey
Open ProjectCtrl+O
Estimate Add itemsCtrl+E
Analysis of RatesCtrl+F
Justification of RatesCtrl+J
Comparative StatementCtrl+C
AgreementCtrl+A
Contractor BillCtrl+B
Report PreviewCtrl+P
SoR / AoR / Basic Rates editorsF1 / F2 / F3
CalculatorShift+Ctrl+F12