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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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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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Punch List

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Requisitions

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.

 


RFIs

 


Schedule

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Specifications

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Submittals

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Last modified
14:41, 13 Jul 2017

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