• Introduction to Project Controls
  • Downloading and Configuring Project Controls
  • Components of Project Controls
    • About the Owner Template
    • About the Contractor Template
    • Groups
  • Administrator Mode Navigator Structure
    • uDesigner
      • Business Process Module
      • Cost Manager Module
      • Resource Manager Module
      • Schedule Manager Module
      • Shell Manager Module
      • Portfolio Manager Module
    • Data Structure Setup
    • Access Control
    • User Administration
    • Configuration
    • Standards & Libraries
    • Company Workspace
    • Templates or Shell Templates
    • Reports
  • User Mode Navigator
    • Using Standard View
    • About Business Processes (BPs)
      • About Workflow BPs
        • Resolving Actions and Completion Policy
        • Status
      • About Non-Workflow BPs
      • Creating a BP Record
        • Business Process Type: Line Item or Cost
        • Business Process Type: Document
        • Business Process Type: Text
          • Comment
        • Task Note
        • Assign Users to the Next Step
      • Opening an Existing BP Record
      • Mobile Application
      • About BP Forms
      • Tasks Log
  • Setting up Project Controls
  • Company Logs
    • Vendors Business Process
      • Creating a Vendors Record Manually
      • Adding Line Items
      • Saving the Vendors Record
    • Vendor Prequalifications Requests Business Process
      • Vendor Prequalifications Requests Workflow
      • Creating a Vendor Prequalifications Requests Record
      • Routing a Vendor Prequalifications Requests Record from the Review Step
      • Routing a Vendor Prequalifications Requests Record from the Revision Step
      • Viewing a Vendor Prequalifications Requests Record on the End Step
    • Vendors Evaluations Business Process
      • Vendors Evaluations Workflow
      • Creating a Vendors Evaluations Record
      • Routing a Vendors Evaluations Record from the Approval Step
      • Routing a Vendors Evaluations Record from the Revision Step
      • Viewing a Vendors Evaluations Record on the End Step
    • New User Requests Business Process
      • New User Requests Workflow
      • Creating a New User Requests Record
      • Routing a New User Requests Record from the Review Step
      • Routing a New User Requests Record from the Revision Step
      • Viewing a New User Request on the End Step
    • Blanket Purchase Orders (BPO) Business Process
      • Creating a Blanket Purchase Order Record
      • Adding Line Items
      • Saving the BPO Record
      • Viewing the Blanket Purchase Order Record Summary Sheet
    • Project Requests Business Process
      • Project Request Workflow
      • Creating a Project Requests Record
      • Routing a Project Requests Record
    • Timesheets Business Process
      • Timesheets Workflow
      • Creating a Timesheets Record
      • Routing a Timesheets Record from the First Save as Draft Step
      • Routing a Timesheets Record from the Second Save as Draft Step
      • Routing a Timesheets Record from the Review Step
      • Viewing the Timesheets Record on the End Step
  • Project Master Data
    • Change Quote Decision Business Process
      • Creating a Change Quote Decision Record
      • Editing a Change Quote Decision Record
    • Submittal Revision Approval Code Business Process
      • Creating Submittal Revision Approval Codes
      • Editing a Submittal Revision Approval Codes Record
    • Submittal Revision Sequencer Process
      • Creating a Submittal Revision Sequencer
      • Editing a Submittal Revision Sequencer Record
  • Portfolio Manager (Capital Planning)
    • Using PCP
    • Portfolio Manager
    • Cash Flow and Capital Planning
    • Portfolio Manager: Portfolio Planner
    • Portfolio Manager: Portfolio Scenario Sheet
    • Portfolio Manager: Cash Flow Budget Curves
    • Viewing the Portfolio Cash Flow Budget Curves
    • Accessing Portfolio Manager
      • Viewing Portfolios
      • Opening Portfolios
      • Project Portfolio Manager
        • Toolbar
        • Columns
        • Total
        • Splitter Arrows
        • Current Project Data
        • Scenario Tab
      • Linking and Unlinking Projects
      • Removing a Project from a Portfolio Scenario Sheet
      • Editing Numbers on a Portfolio Scenario Sheet
      • Accessing Project Data
      • Editing Project Data
      • Changing Start Dates
      • Changing Cash Flow Amounts
      • Hiding or Showing Columns
      • Filtering Information on Portfolio Scenario Sheet
      • Grouping Data on Portfolio Scenario Sheet
      • Sorting Data on Portfolio Scenario Sheet
      • Creating a New Portfolio Scenario Sheet
      • Editing the Name of a Portfolio Scenario Sheet
      • Duplicating a Portfolio Scenario Sheet
      • Sharing a Portfolio Scenario Sheet
      • Deleting a Portfolio Scenario Sheet
      • Approving and Rejecting a Portfolio Scenario Sheet
      • Exporting a Portfolio Scenario Sheet
  • Information
    • Areas Business Process
      • Creating an Areas Record
      • Viewing or Editing the Status of an Area Record
    • Specification Sections Business Process
      • Creating a New Specification Sections Record
      • Viewing or Editing the Specification Sections Record
  • Document Manager
    • Using Document Manager
    • Launching a BP Record from Document Manager
    • Viewing Documents Linked to BP Records
  • Financial Transactions
    • Estimates Business Process
      • Creating an Estimates Record
      • Adding Line Items to the Estimates Record
      • Saving the Estimates Record
    • Fund Appropriations Business Process (Owner Project Only)
      • Fund Appropriations Workflow
      • Creating a Fund Appropriations Records
      • Routing a Fund Appropriations Record from the Review Step
      • Routing a Fund Appropriations Record from the Revision Step
      • To view a Fund Appropriations record on the End step
    • Budget (Owner Project)
      • Initial Budget Business Process
        • Initial Budget Workflow
        • Creating an Initial Budget Record
        • Routing an Initial Budget Record from the Approval Step
        • Routing an Initial Budget Record from the Revision Step
        • Viewing an Initial Budget Record on the End Step
      • Budget Changes Business Process
        • Budget Changes Workflow
        • Creating a Budget Changes Record
        • Routing a Budget Changes Record from the Approval Step
        • Routing a Budget Changes Record from the Revision Step
        • Viewing a Budget Changes Record on the End Step
      • Budget Transfers Business Process
        • Budget Transfers Workflow
        • Creating a Budget Transfers Record
        • Routing a Budget Transfers Record from the Review Step
        • Routing a Budget Transfers Record from the Revision Step
        • Viewing a Budget Transfers Record on the End Step
    • Budget (Contractor Project)
      • Budget Items Business Process
        • Budget Items Workflow
        • Creating a Budget Items Record
        • Routing a Budget Items Record from the Review Step
        • Routing a Budget Items Record from the Revision Step
        • Viewing a Budget Items Record on the End Step
      • Payment Applications to Owner Business Process
        • Payment Application to Owner Workflow
        • Creating a Payment Application to Owner Record
        • Routing a Payment Application to Owner from the Review Step
        • Routing a Payment Application Record from the Revision Step
        • Viewing a Payment Application to Owner Record on the End Step
    • Commitments
      • Request for Bid Business Process
        • Requests for Bid Workflow
        • Creating a Requests for Bids Record
        • Routing a Requests for Bid Record from the Bid Package Finalization Step
        • Routing a Requests for Bid Record from the Package Revision Step
        • Inviting Bidders to Submit a Bid
        • Proposal Management Tab
          • Before the RFB Due Date
          • After the RFB Due Date
        • Submitting a Bid
          • Viewing Bid Log
          • Adding an Attachment to a Bid
          • Opening a Bid Draft
          • Withdrawing, Declining, or Accepting a Bid
          • Resubmitting a Withdrawn Bid
          • Communicating Bid Information Via Mailbox
          • Adding and Updating Bid Line Items with or without Attachments
        • Comparing Vendors' Bids (Classic View)
        • Comparing Vendors' Bids (Standard View)
        • Opened or Viewed Bid Invitation
      • Contracts Business Process
        • Contracts Workflow
        • Creating a Contracts Record
        • Routing a Contracts Record from the Review Step
        • Routing a Contracts Record from the Revision Step
        • Viewing a Contracts Record on the End Step
      • Notices to Proceed Business Process
        • Notices to Proceed Business Process Workflow
        • Creating Notices to Proceed Record
        • Revising Notices to Proceed Record
        • Approving Notices to Proceed Record
        • Viewing Closed Notices to Proceed Record
      • Potential Change Orders Business Process (Owner Project)
        • Potential Change Orders Workflow
        • Creating a Potential Change Orders Record
        • Routing a Potential Change Orders Record from the Review Step
        • Routing a Potential Change Orders Record from the Revision Step
        • Viewing a Potential Change Orders Record on the End Step
      • Payment Applications Business Process
        • Payment Applications Workflow
        • Creating a Payment Applications Record
        • Routing a Payment Applications Record from the Review Step
        • Routing a Payment Applications Record from the Revision Step
        • Viewing a Payment Applications Record on the End Step
      • Work Releases Business Process
        • Work Releases Business Process Workflow
        • Creating a Work Releases Record
        • Routing a Work Releases Record from the Review Step
        • Routing a Work Releases Record from the Revision Step
        • Viewing a Work Releases Record on the End Step
    • Purchase Orders
      • Purchase Orders Business Process
        • Purchase Orders Workflow
        • Creating a Purchase Orders Record
        • Routing a Purchase Orders Record from the Review Step
        • Routing a Purchase Orders Record from the Revision Step
        • Viewing a Purchase Orders Record on the End Step
      • PO Amendments Business Process
        • PO Amendments Workflow
        • Creating a PO Amendments Record
        • Routing a PO Amendment Record from the Review Step
        • Routing a PO Amendment Record from the Revision Step
        • Viewing a PO Amendment Record on the End Step
      • Invoices Business Process
        • Invoices Workflow
        • Creating an Invoices Record
        • Routing an Invoices Record from the Approval Step
        • Routing an Invoices Record from the Revision Step
        • Viewing an Invoices Record from the End Step
    • Payments and Journal Entries
      • Payments from Owner Business Process (Contractor Project)
        • Creating a Payments from Owner Record
        • Saving the Payments from Owner Record
      • Payments Business Process
        • Creating a Payments Record
        • Adding Line Items to the Payment Record
        • Saving the Payments Record
      • Journal Entries Business Process
        • Journal Entries Workflow
        • Creating a Journal Entries Record
        • Routing a Journal Entries Record from the Approval Step
        • Routing a Journal Entries Record from the Revision Step
        • Viewing a Journal Entries Record on the End Step
    • Risks and Issues Business Process
      • Creating a Risks and Issues Record
      • Adding Line Items to the Risks and Issues Record
      • Saving the Risk and Issues Record
  • Change Management (Owner Project Only)
    • Change Orders Business Process
      • Change Orders Workflow
      • Creating a Change Orders Record
      • Routing a Change Orders Record from the Review Step
      • Routing a Change Orders Record from the Revision Step
      • Viewing a Change Orders Record on the End Step
  • Change Management (Contractor Project Only)
    • Budget Change Orders Business Process
      • Budget Change Orders Workflow
      • Creating a Budget Change Order
      • Routing a Budget Change Order Record from the Internal Review Step
      • Routing a Budget Change Order Record from Owner Review Step
      • Routing a Budget Change Order Record from Revision Step
      • Viewing a Budget Change Order Record on the End Step
    • Potential Changes Business Process
      • Potential Changes Workflow
      • Creating a Potential Changes Record
      • Routing from Subcontractor Quotes Review Step
      • Routing from the ID of Impacted Contracts Step
      • Routing from the Budget Change Request Prep Step
      • Routing from the Owner Review Step
      • Viewing the Potential Changes Record
    • Change Orders (Manually Created) Business Process
      • Change Orders (Manually Created) Workflow
      • Creating a Change Orders Record (Manually Created)
      • Routing from the Review Step
      • Routing from the Revision Step
      • Routing from the Acceptance Acknowledgment Step
      • Routing from the Rejection Acknowledgment Step
      • Viewing a Change Orders (Manually Created) Record on the End Step
    • Change Orders (Auto Created) Business Process
      • Change Orders (Auto Created) Workflow
      • Routing from the Quote Preparation Step
      • Quote Preparation Clarification Step
      • Routing a Change Orders Record from the Review Step
      • Routing a Change Orders Record from the Subcontractor Review Step
      • Routing the Change Orders from the Scope and Pricing Step
      • Routing the Change Orders from the Revision Step
      • Quote Revision Clarification Step
      • Viewing a Change Orders (Auto Created) Record on the End Step
  • Financial Reporting
    • Cost Manager
  • Project Design
    • Architect's Supplemental Instructions Business Process
      • Architect's Supplemental Instructions Business Process Workflow
      • Creating Architect's Supplemental Instructions Record
      • Revising Architect's Supplemental Instructions Record
      • Approving Architect's Supplemental Instructions Record
      • Viewing Closed Architect's Supplemental Instructions Record
    • Architect or Engineer Daily Observations Business Process (Owner Project Only)
      • Architect or Engineer Daily Observations Business Process Workflow
      • Creating Architect or Engineer Daily Observations Record
      • Revising Architect or Engineer Daily Observations Record
      • Approving Architect or Engineer Daily Observations Record
      • Viewing Closed Architect or Engineer Daily Observations Record
    • Design Reviews Business Process
      • Design Reviews Workflow
      • Creating a Design Reviews Record
      • Reviewing Design Reviews Record
      • Approving Design Reviews Record
      • Viewing Closed Design Reviews Record
    • Design Change Request Business Process (Owner Project Only)
      • Design Change Request Business Process Workflow
      • Creating a Design Change Request Record
      • Approving a Design Change Request Record
      • Revising a Design Change Request Record
      • Viewing a Closed Design Change Request Record
  • Submittal Manager
    • Submittal Packages Business Process
      • Creating a Submittal Package Record
      • Adding a Submittals records to the Submittal Package Record
    • Submittals Business Process
      • Creating a Submittals Record
      • Editing a Submittals Record
    • Submittal Revisions Business Process
      • Submittal Revisions Workflow
      • Routing from the Assignment Step
      • Routing from the Preparation of Submittal Step
      • Routing from the Coordinator Review Step
      • Routing from the SME Review Step
      • Customer Review Step
      • Routing from the Coordinator Notification Step
      • Submitter Approval Notification
      • Submitter Rejection Notification
      • Reviewing a Submittal Revision Record on the End Step
  • RFI Manager
    • Requests for Information Business Process (Owner Project Only)
      • Requests for Information Business Process Workflow
      • Creating RFI
      • Coordinating RFI
      • Clarifying RFI
      • Acceptance Request
      • Sending for RFI for Review
    • Request for Information (RFI) Business Process
      • Request for Information (RFI) Business Process Workflow
      • Creating a Request for Information (RFI) Record
      • Routing the RFI Record from the Owner Review Step
      • Routing the RFI Record from the Contractor Step
    • Subcontractor Requests for Information Business Process
      • Subcontractor RFI Workflow
      • Creating a Subcontractor RFI
      • Routing from the Contractor Review and Response Step
      • Routing from the Owner Clarification Step
      • Routing from the Subcontractor Review Step
    • Requests for Substitution Business Process
      • Requests for Substitution Workflow
      • Creating a Requests for Substitution Record
      • Routing a Requests for Substitution Record from the Review Step
      • Routing a Requests for Substitution Record from the Revision Step
      • Viewing the Requests for Substitution on the End step
  • Drawing Management
    • Drawing Sets Business Process
      • Creating a Drawing Sets Record
      • Editing a Drawing Sets Record
    • Drawings Business Process
      • Creating a Drawings Record
      • Editing a Drawings Record
    • Drawing Revisions Business Process
      • Creating a Drawing Revisions Record
  • Schedule Manager
  • Communication and Followup
    • Action Items Business Process
      • Action Items Workflow
      • Creating an Action Items Record
      • Routing the Action Items Record for Review
      • Closing an Action Items Record
    • Meeting Minutes Business Process
      • Meeting Minutes Workflow
      • Creating a Meeting Minutes Record
      • Reviewing the Documentation of Meeting Results
      • Reviewing a Meeting Minutes Record
      • Viewing a Closed Meeting Minutes Record
    • Transmittals Business Process
      • Transmittals Business Process Workflow
      • Creating a Transmittals Record
      • Revising a Transmittals Record
      • Acknowledge a Transmittals Record
      • Viewing a Closed Transmittals Record
  • Ongoing Reporting
    • Daily Reports Business Process
      • Daily Reports Business Process Workflow
      • Creating Daily Reports Record
      • Revising Daily Reports Record
      • Closing Daily Reports Record
      • Viewing Closed Daily Reports Record
    • Incident Reports Business Process
      • Incident Reports Business Process Workflow
      • Creating Incident Reports Record
      • Revising Incident Reports Record
      • Approving Incident Reports Record
      • Viewing Closed Incident Reports Record
    • Monthly Updates Business Process
      • Monthly Updates Business Process Workflow
      • Creating Monthly Updates Record
      • Revising Monthly Updates Record
      • Approving Monthly Updates Record
      • Viewing Closed Monthly Updates Record
  • Project Closeout
    • Lesson Learned Business Process
      • Creating a Lesson Learned Record
      • Editing a Lesson Learned Record
      • Viewing a Lesson Learned Record
    • Project Closeout Business Process
      • Creating Project Closeout Record
      • Editing a Project Closeout Record
      • Saving the Project Closeout Record
    • Punchlist Business Process
      • Punchlist Workflow
      • Creating Punchlist Record
      • Revising Punchlist Record
      • Approving Punchlist Record
      • Viewing Closed Punchlist Record
    • Warranties Business Process
      • Creating a Warranties Record
      • Revising a Warranties Record
      • Saving the Risk & Issues Record
  • Running a User-Defined Report
  • Viewing Custom Reports
  • Copyright