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Interactive Workflow Diagrams

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Select a tool to view its interactive workflow diagram.

  1. Bidding
  2. Budget
  3. Change Events
  4. Commitments
  5. Daily Log
    1. Daily Log Workflow
    2. Collaborator Daily Log Workflow
  6. Documents
  7. Drawings
  8. Forms
  9. Incidents
  10. Inspections
  11. Meetings
  12. Observations
  13. Photos
  14. Prime Contract
  15. Punch List
  16. Requisitions
  17. Reports
  18. RFIs
  19. Schedule
  20. Specifications
  21. Submittals
  22. Timesheets

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

 

Daily Log

Daily Log Workflow

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Workflow- Daily Log - Phase 3 (2).png

 

Collaborator Daily Log Workflow

Workflow- Collaborator Daily Logs - Phase 3 (2).pngGrant Collaborators Granular Permissions Add Daily Log Entries as a Collaborator Edit a Daily Log Item Approve Collaborator-submitted Daily Log Entries

 

Configure Daily Log Add daily log item Add a photo to a daily log item Copy a Daily Log Edit a Daily Log Item View Daily Log Delete a Daily Log Item Email a Daily Log Add Related Items Export Daily Log

Documents

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Drawings

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Forms

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forms-tool-workflow.pngHow do I create a fillable PDF? Create a Company Level Form Template Fill Out a Form (iOS) Upload a Completed Fillable PDF View a Form

Incidents

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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

req-invoicecontacts.pngStart a New Billing Period Create a Requisition on Behalf of a Subcontractor Create a Requisition on Behalf of a Subcontractor Create Requisition Invoice Contacts Create Requisition Invoice Contacts Send Requisition Emails Submit a Requisition as 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

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Schedule

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Specifications

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Submittals

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Timesheets

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Timesheets Workflow 2 updated - Page 1 (1).pngCreate a Crew Configure Advanced Settings: Timesheets Add a Person to the Directory Create a Timesheet Copy Previous Timesheet Bulk Enter Time View a Timesheet Edit a Timesheet Add Employees to a Timesheet Delete a Timesheet Sign a Timesheet (Mobile) Approve a Timesheet Unapprove a Timesheet

 

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