- Introduction to Project Controls
- Downloading and Configuring Project Controls
- Components of Project Controls
- Administrator Mode Navigator Structure
- User Mode Navigator
- Setting up Project Controls
- Company Logs
- Vendors Business Process
- 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
- New User Requests Business Process
- Blanket Purchase Orders (BPO) Business Process
- Project Requests Business Process
- Timesheets Business Process
- Project Master Data
- 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
- 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
- Document Manager
- Financial Transactions
- Estimates Business Process
- Fund Appropriations Business Process (Owner Project Only)
- Budget (Owner Project)
- Budget (Contractor Project)
- 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
- Submitting a Bid
- Comparing Vendors' Bids (Classic View)
- Comparing Vendors' Bids (Standard View)
- Opened or Viewed Bid Invitation
- Contracts Business Process
- Notices to Proceed Business Process
- Potential Change Orders Business Process (Owner Project)
- Payment Applications Business Process
- Work Releases Business Process
- Purchase Orders
- Payments and Journal Entries
- Risks and Issues Business Process
- Change Management (Owner Project Only)
- Change Management (Contractor Project Only)
- Budget Change Orders Business Process
- Potential Changes Business Process
- 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
- Project Design
- Architect's Supplemental Instructions Business Process
- 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 Change Request Business Process (Owner Project Only)
- Submittal Manager
- Submittal Packages Business Process
- Submittals Business Process
- 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
- Routing from the Customer Review Step
- Routing from the Coordinator Notification Step
- Routing from the Submitter Approval Notification Step
- Routing from the Submitter Rejection Notification Step
- Reviewing a Submittal Revision Record on the End Step
- RFI Manager
- Drawing Management
- Schedule Manager
- Communication and Followup
- Ongoing Reporting
- Project Closeout
- Running a User-Defined Report
- Viewing Custom Reports
- Copyright