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Interactive Workflow Diagrams

Select a tool to view its interactive workflow diagram.


Bidding

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Budget

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Change Events

1-Tier | 2-Tier | 3-Tier

1-Tier Change Orders

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2-Tier Change Orders

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3-Tier Change Orders

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Commitments

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Workflow-Commitments.pngConfigure Advanced Settings: Commitments Create a Commitment Create a Commitment with DocuSign Create a Purchase Order Create a Subcontract Edit Advanced Settings Subtab in Commitments Create Schedule of Values Email a Commitment Approve and Sign a Commitment Contract Create a Requisition for Release of Retention Add Payments Issued Send a Commitment to ERP Integrations for Accounting Acceptance


Documents

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Drawings

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Inspections

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Meetings

Create a Meeting

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Create a Meeting Template

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Observations

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Photos

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Workflow_ Photos - Phase 3 (1).pngemail photos (inbound) create photo album upload photos take and add photos change album download photos email photos (outbound) delete photos mark album as private star a photo mark a photo as private select project photo


Prime Contract

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workflow-primecontract2.pngConfigure Settings: Prime Contract Create a Prime Contract Create a Prime Contract with DocuSign Edit Advanced Settings Subtab in the Prime Contract Import Schedule of Values from an SOV Manually Add Schedule of Values Create Schedule of Values from the Budget Email Prime Contract Approve Prime Contract Create Payment Application Email Payment Application Create Payment

 

Configure Settings: Prime Contract Create a Prime Contract Create a Prime Contract with DocuSign Edit Advanced Settings Subtab in the Prime Contract Import Schedule of Values from an SOV Manually Add Schedule of Values Create Schedule of Values from the Budget Email Prime Contract Approve Prime Contract Create Payment Application Email Payment Application Create Payment


Punch List

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Requisitions

Requisition Workflow FINAL3 - Page 1.png

Start a New Billing PeriodCreate a Requisition on Behalf of a SubcontractorCreate a Requisition on Behalf of a SubcontractorCreate Requisition Billing DistributionSend Requisition EmailsCreate Requisition Billing DistributionSubmit a Requisition as a Subcontractor

Workflow Details

  1. Configure the advanced workflow in the Commitments tool to set up monthly billing periods and billing dates. You can also enable reminder emails for requisition invitations. See Configure Advanced Settings: Commitments.
  2. Create a billing distribution for requisitions for each commitment so you can select who you want to receive requisition invitations. See Create Requisition Billing Distribution.
  3. Create a billing period to send requisitions out for. See Start a New Billing Period and Send Requisition Emails.
  4. Send Requisition invitations to the billing distribution. See Start a New Billing Period and Send Requisition Emails.
  5. Subcontractors who were invited to create requisitions can do so by clicking the link in their invitation email. To edit their requisition, or create on their behalf, see Create a Requisition on Behalf of a Subcontractor.

 


Reports

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workflow-custom-reports.pngAdd Visuals to Custom Reports Clone a Custom Report Create a Custom Report Create a Calculated Column in a Custom Report Aggregate a Custom Report Distribute a Snapshot of a Custom Report Publish a Custom Report Create a Dashboard Publish a Dashboard


RFIs


Schedule

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Specifications

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Submittals

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