Set up your account in the global settings of Tidy
This guide explain how to subscribe to TidyBuild.
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.
Currently only Xero Payroll Australia is supported. Ensure that Xero has the Payroll feature enabled as part of your subscription.
TidyBuild can connect with specific materials/freight accounts in Xero to help you better manage your business.
Users are the people in your organisation who will be using Tidy. In this module, learn how to view their information.
Learn how to view the details of your customers.
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.
This guide explains how to add or users, and explains the information found under each tab in the users section.
This is where you can add, edit, and view your suppliers. Once created they will be available for selection when completing a purchase order.
This is where you can add material items. Materials are essentially your stock.
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.
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.
Under the templates tab can customise templates for proposals, quotes, orders, etc. and set a default option for each.
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.
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.
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.
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.
Here you can set up the currencies for your company. To enable multiple currencies you need the Jet plan.
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.
In this screen you can add and edit company defaults to provide general company information for use in other areas of the application.
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.
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.
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.
