Business Processes
The Owner template has the following predefined BPs:
- Areas
- Specification Sections
- Estimates
- Fund Appropriations
- Initial Budget
- Budget Changes
- Budget Transfers
- Requests for Bid
- Contracts
- Notices to Proceed
- Potential Change Orders
- Payment Applications
- Work Releases
- Purchase Orders
- PO Amendments
- Invoices
- Payments
- Journal Entries
- Risks and Issues
- Change Orders
- Architect/Engineer Daily Observations
- Architect's Supplemental Instructions
- Design Change Requests
- Design Reviews
- Submittal Packages
- Submittals
- Submittal Revisions
- Requests for Information
- Requests for Substitution
- Drawing Sets
- Drawings
- Drawing Revisions
- Action Items
- Meeting Minutes
- Transmittals
- Daily Reports
- Incident Reports
- Monthly Updates
- Lessons Learned
- Project Closeout
- Punch Lists
- Warranties
Custom Reports
The following Custom Reports are available in the Owner template:
- Contract Summary
- Contract Summary with Actuals
- Cost Report
- Daily Reports
- Design Reviews
- Items Overdue
- Monthly Updates
- Risks and Issues
- Task Due within 7 Days
Dashboard
The following Dashboards are available with the Owner template:
- Contracts: Contracts by Status, Change Order by Status, Change Orders by Reason, and Payment Application Amounts by Status.
- Purchase Orders: Purchase Orders by Status, Purchase Orders by Vendor, PO Amendments by Status, and Invoices by Status
- Risks/Issues & Cost Sheet : Risk & Issues by Category (Value) and Risk & Issues by Category (Count)
- Submittals & RFIs: Submittals by Status, Submittals by Number of Revisions, Requests for Information by Status, and Requests for Information by Category
- Action Items & Incidents: Action Items by Status, Action Items by Assignee, Incident by Type, and Incidents by Accident Source