Business Processes
The Contractor template has the following predefined BPs:
- Areas
- Specification Sections
- Estimates
- Budget Items
- Payment Applications to Owner
- Requests for Bid
- Contracts
- Notices to Proceed
- Payment Applications
- Work Releases
- Purchase Orders
- PO Amendments
- Invoices
- Payments from Owner
- Payments
- Journal Entries
- Risks and Issues
- Potential Changes
- Change Orders
- Budget Change Orders
- Design Change Requests
- Design Reviews
- Submittal Packages
- Submittals
- Submittal Revisions
- Requests for Information (RFI)
- Subcontractor 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 with the Contractor template:
- All Projects Contract Summary
- All Projects Contract Summary with Actuals
- All Projects Cost Report
- All Projects Daily Reports
- Contract Summary
- Contract Summary with Actuals
- Cost Report
- Daily Reports
- Design Reviews
- Items Overdue
- Monthly Updates
- RFIs
- Risks and Issues
- Task Due within 7 Days
Dashboard
The following Dashboards are available with the Contractor template:
- Contracts: Contracted Amounts by Contract Status, Counts of Contracts by Status, Change Order Amounts by Status, and Payment Application Amounts by Status
- Cost Sheet Summary
- Risks & Issues: Costs of Risk & Issues by Category and Count of Risk & Issue Items by Status
- Submittals & RFIs: Count of Submittals by Status, Count of Submittals by # of Required Revisions, Count of RFIs from Subcontractors by Reason, and Count of RFIs to Owner by Reason
- Action Items & Incidents: Count of Action Items by Assignee and Incident by Accident Source