Step-by-step guidance
Who can do this: Use a demonstration workspace and authorized project, inventory, site and approval roles. These sample quantities are not staffing, engineering or safety requirements.
Before you begin
- Two sample projects, a depot and a site store
- Five sample people in a crew, one serialized excavator and six pooled returnable drills
Steps
- Create Riverside Road and Utilities Upgrade and a second project. Add a 2,000-metre route and a work front from 1,000 to 1,100 metres.
- Reserve the excavator for Riverside, then try an overlapping reservation from the second project. Confirm the second booking is rejected.
- Check out two drills. Return one in good condition and the other damaged. Confirm only the good drill returns to available stock.
- Receive 200 metres of duct, reserve and transfer 40 metres to site, record 24 metres used and 3 metres waste, then transfer 13 unused metres back. Usable stock is 173 metres.
- Approve a 100-metre operational quantity baseline. Record separate measurements of 20 and 4 metres, approve the required inspection for the first and accept only its 20 metres.
- Record 40 total crew hours through time entry and add a daily record linked to existing hours and material movements. Review the distinct 24 metres recorded, 20 metres accepted and project cost warnings.
Expected result
The example proves availability conflicts, partial returns, stock reconciliation and measurement-specific acceptance without turning transfers or diary links into new actual costs.
Next action
Repeat with a restricted role and a second workspace to check project, cost and terminology boundaries.
Common problems
- A quantity baseline is an operational plan, not a contractual BOQ or payment certificate.
- Do not present this online example as mobile offline working or statutory safety assurance.
- Review unknown costs and unavailable equipment explicitly rather than assuming they are free or available.