How to subscribe to TidyBuild

This guide explains how to subscribe to TidyBuild.

Set up Microsoft Project integration

This add-in is only available on Project plans 3 and 5, and Project Professional 2019. This add-in enables you to easily import resources from Tidy into Microsoft Project and export your projects and resources from Microsoft Project into Tidy.

Set up Xero connection

TidyBuild can connect with specific materials/freight accounts in Xero to help you better manage your business.

How to view users

Users are the people in your organisation who will be using Tidy. In this module, learn how to view their information.

How to view a customer

Learn how to view the details of your customers.

Set up users actions on behalf

When using TidyBuild, it is sometimes useful to assume the identity of another Team Member. It can be useful if you wish to see what TidyBuild looks like to that user, or you wish to perform an activity on their behalf.

Set up users

This guide explains how to add or users, and explains the information found under each tab in the users section.

Set up suppliers

This is where you can add, edit, and view your suppliers. Once created they will be available for selection when completing a purchase order.

Set up materials

This is where you can add material items. Materials are essentially your stock.

Set up customer portal

The Customer Portal is where your customers can view the details of projects in which they are the selected customer. Only charge, not cost, information will show up and they will not be able to edit any details. Visibility of each project can also be set on an individual project basis.

Set up customers

This guide shows you how to set up your customers. If you integrate with Xero, you can import all your customers straight from Xero. If you don’t integrate with Xero, this guide also explains how to add customers without Xero.

Set up templates

Under the templates tab can customise templates for proposals, quotes, orders, etc. and set a default option for each.

Set up sales tax

The Sales tax tab allows you to add any sales tax options relevant to your business. You can add as many as you need. These values can also be mapped back to Xero.

Set up project groups

Project groups are used to populate a drop-down list available when creating and editing a new project. This is required information. These groups are then used to group your projects when they are displayed on the heat map and dashboards.

Set up departments

At least one company department is required. Add departments, e.g. Administration, Sales and Warehouse to suit your company. Once added, departments are available via a drop-down list when adding or editing users.

Set up expenses

Expense categories and expense types are used to populate drop down lists within Expense entry. They are required information and must be selected when entering an expense against a project.

Set up currencies

Here you can set up the currencies for your company. To enable multiple currencies you need the Jet plan.

Set up charge rates

Global charge rates are available for selection as a default external charge rate for a particular user or for an alternate charge rate on a project when allocating resource. These rates enable variable charge rates for any particular resource on a project.

Set up company settings

In this screen you can add and edit company defaults to provide general company information for use in other areas of the application.

Set up alerts

Alerts show when: profitability exceeds revenue, milestones are overdue, budget exceeds planned costs, earned value is less than planned costs, time is rejected, utilisation exceeds capacity.

Set up activities

A Task is typically a small goal of your organisation, it is achieved by performing activities. Project Managers are responsible for deciding on the tasks that must be achieved to complete a project. Project administrators can add to the pool of activities from which you can select to achieve your tasks.

Set up countries

When creating a customer or supplier, you can add countries to their information profile. In this module, learn how to set up your countries available for selection.