ㅤIf you need to separate construction stages within one project, you can do this in Finmap using tags to operations
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ㅤThe owner of the company can create tags and set access settings for them, personally for each employee.
To do this, go to the Settings – Company settings menu and select Tags
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In the window that opens, add new tags, for example, “Stage 1”, “Stage 2”, “Insulation”, “Final stage”
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Now configure the employee’s access to tags
Go to the Users section and click on the description of the position rights
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In the rights settings, look for the Tags item and set the appropriate access
For example, an employee can view all tags and edit only certain ones.
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ㅤThen the operation goes through all the necessary stages of approval between employees, which you can track by the number of tags
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ㅤThe procedure can be as follows:
1. The employee creates a future payment with the “Stage 1” tag
2. The manager can filter and view all payments with the “Stage 1” tag or view all future payments with the “Insulation” tag. As soon as the stage is completed, the Contractor can add the “Completed” tag.