Managing Financial Tracking in C-Link

This guide provides step-by-step instructions on managing financial tracking throughout a project's lifecycle using C-Link.

Sections in this Article:

💼 Accessing Financial Tracking Tools
📄 Creating Instructions and Variations
📊 Managing NCRs and Final Account Forecast
🎥 Full Walkthrough Video

💼 Accessing Financial Tracking Tools

To begin managing financial tracking for your project, follow these steps:

1. Log into C-Link:
   • Navigate to your C-Link dashboard.
2. Access Your Live Project:
   • Select the project you wish to manage from the live projects list.
   • On the project dashboard, you will see several tools organised into different categories:
     • Pre-Construction and Procurement Tools: This includes the project plan, procurement tools, and project documents.
     • Post-Contract Financial Tracking Tools: Includes Instructions and Variations, NCRs (Non-Conformance Reports), and Forecast Final Account.

📄 Creating Instructions and Variations

To create and manage instructions and variations, proceed as follows:

1. Access Instructions and Variations:
   • Click on the Instructions and Variations section from the Post-Contract Financial Tracking Tools.
2. Create a New Instruction:
   • Select the relevant subcontractor from the list provided.
   • Choose the package associated with the instruction.
   • Provide a detailed description of the works involved.
   • Enter the value of the instruction, whether agreed or marked as "To Be Agreed".
   • Upload any relevant files, such as revised drawings or documentation (e.g., Drawing Revision Number 2).
   • Issue the instruction and request pricing if necessary.
3. Track Instructions and Variations:
   • All instructions and variations will be automatically logged here, with agreed values clearly displayed.

📊 Managing NCRs and Final Account Forecast

To manage Non-Conformance Reports (NCRs) and forecast the final account:

1. Managing NCRs:
   • Navigate to the NCRs section, which functions similarly to the Instructions and Variations tool.
   • Log any site damage or omissions as necessary, following the same process as for instructions.
2. Forecast Final Account:
   • The system will collate all instructions, variations, and NCRs to assist in forecasting the final account for the project.
   • This feature ensures that all financial aspects are accurately tracked throughout the project's lifecycle.

Summary ✅

This guide has outlined the process for managing financial tracking in C-Link, covering instructions, variations, NCRs, and final account forecasting. By following these steps, you can ensure that all financial aspects of your project are effectively managed.

🎥 Full Walkthrough Video

For a comprehensive guide, watch the full walkthrough video below: