Training Guide/Workflow

Planning

• Contract & Project Details

  • Moving a Project to a new Contract

  • Adding Project information

  • Adding Project Items

• Creating Engineer’s Estimate and Schedule of Prices

• Agreements

• Permits

• Funding

  • Funding Sources

  • Funding Splits

  • Item Funding Setup

  • Funding Category and Funding Source Reports (SEQ)

Procurement/Bidding

• Planning Ad

• Ad for Bid

• Plans

• Schedule of Prices

• eAdvert

• BidVault Sync

• Planholders

• Addenda

• Bid Entry and Bid Abstract

• Public Dashboards

Construction

• State Aid Payment Request

• Inspections

  • MOH

  • Tally Sheets

  • Offline Access

• Item Record Accounts

• Material Testing

• Fuel Escalation

• Punch Lists

• RFIs and Submittals

• Intermediate Projects

• Suspension of Work

• Contract Changes

• Encumbrances

• Payments

  • Retainage

  • Validating Funding

  • Payment Reports

  • Transactions

• Completion Checklist

Misc:

• Reports

  • Weekly Diary

  • Daily Diary

  • Inspector Daily Report

  • Tag Report

  • Map Select Report

  • Over/Under Run Report

  • Audit Report

  • Item Variance Report

  • Historical Prices

• Connex Sync

• Packages

• Outlook/Email Integration

• Scheduling

• Documents

• Messages

• Archiving