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Training Guide/Workflow

Training Guide/Workflow

Owned by Support (Unlicensed)
Last updated: Jul 19, 2022 by Gabrielle Fuchs

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

Messages

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

Bid Calendar

Planholders

Addenda

Bid Entry and Bid Abstract

Public Dashboards

 

Construction

State Aid Payment Request

Inspections

Item Record Accounts

Weekly Diary

Intermediate Projects

Suspension of Work

Contract Changes

Encumbrances

Payments

Retainage

Validating Funding

Payment Reports

Transactions

Labor Management

Scheduling

Completion Checklist

 

 

Misc:

Over/Under Run Report

Audit Report

Daily Diary Report

Item Variance Report

Historical Prices

Connex Sync

Packages

 

 

 

 

 

 

 

 

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