There is a lot of functionality, records and detail in Rivur. But what do you do just to get things started and what order do you do things in? See below for our best practices.
Add a Project
First things first. All the content, activity and reporting within Rivur is related to Projects. To add a Project you only need name, owner and address and you can edit that and all other project information anytime after you save this record.
Add a Budget
How much is it expected to cost? The Budget defines the financial expectations of the Project in money amounts allocated across categories, line items and account codes. The budget line items entered here cascade through Rivur into Contracts and Invoices and all reporting.
Budgets are easy to add and import. Also, Budgets are easy to edit and alter. Get a budget in, then edit it actively. Rivur tracks all versions and changes.
Approve the Budget
As soon as you have a draft budget entered and it is not actively being changed, approve it. This processes those line items into the system and makes them available to the Contracts, Invoices and Reports.
It is VERY easy to duplicate the latest approved budget into a working draft and to track all those changes. We recommend iterating changes across many versions of a Budget instead of working on one for an extended period of time prior to approval.
Vendors, Contracts, Invoices & Draws
With a new project set up and a budget to view/share/edit you are up and running - congratulations! From here, we'll get into adding Vendors, Contracts/Commitments, Invoices and Draws (see other articles).