Construction Management Applications are a suite of collaborative services for managing construction processes. Industry best practices are embodied in a familiar web-based, easy to use feature set. The suite of services includes workflow and financials.

Workflow:

·         Requests for Information

·         Submittals / Shop Drawings

·         Supplemental Instructions / Bulletins

·         Field Reports

·         Daily Field Reports

The Construction Workflow Summary mini report displays a summary of the RFIs and Submittals if the user has rights to view these items.

Financials:

·         Budget tracking

·         Buyout / Bid Packages

·         Contracts, PCOs, and COs

·         Purchase Orders

·         Invoices / Pay Applications

The Budget and Contract Summary mini report displays a summary of the Budget and Subcontract modules, if the user has rights to view these items.

Finance & Budget:

·         Budget tracking

·         Directives

·         Proposal Requests / PCO's

·         Change Orders

·         Pay Applications

The Budget and Prime Contract Summary mini report displays a summary of the Budget and Prime Contract modules, if the user has rights to view these items.

Please refer to Project Setup and Administration to setup user rights for the Construction Management modules. These modules will not be displayed until the initial setup is complete.

RFIs, Submittals, and Daily Field Reports allow copying of documents that are stored in Document Management. Essentially, copying allows documents to be automatically downloaded from Document Management and then uploaded in the specific item. Linking allows documents to be stored in one location, but accessed from multiple locations.

To copy or link documents to workflows:

The documents must already exist in Document Management.

1.   In the file attachment step of the workflow process, click Copy/Link Documents.

The Select Files pop-up will display.

2.   Use the drop-down list to select the appropriate Document Management Group where the documents are located.

The pop-up will refresh with available document menus from the selected group.

3.   You can either enter the file name in the Filter by File Name field

or

locate the file by opening the menu and folder structure.

4.   Once the documents are listed on the screen, mark the check box for each document you want to attach.

5.   Then click the Copy Selected Documents button to copy or the Link Selected Documents button to link.

The pop-up will close.

The workflow screen will refresh listing the copied or linked documents.

Note: Documents that have been linked to workflows from the document management module will be locked to prevent inadvertent alteration of these documents.