Project Accountants
| | Access up to date contract costs, billing, payment and receivables
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| | Perform adjustments to contracts |
| | Complete the billing process |
| | Encforce subcontractor insurance compliance |
Contract Administrators and Project Secretaries
| | Set up proposals and job kits
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| | Maintain project directories, client, vendor and architect information, make adjustments |
| | View plan clerk log, create transmittals, submittals |
Architects and Designers
| | View construction scope of operations
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| | Participate in the billing approval process |
| | Confirm the percentage completion and construction status |
| | Process transmittals, submittals and RFIs |
| | Post drawings for review |
Clients
| | View contracts and review the scope of work to be performed
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| | Monitor cash flow and construction schedule |
| | Enter project perecntage of completion and view applicaations for payment |
| | View project photos |
Estimators
| | Submit estimate summaries online
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| | View estimate logs |
| | Set up projects based on proposal information |
| | View or download drawings posted by Architect |
| | Prepare invitations for bids and process bid submissions |
| | Post drawings for review |
Executive Managers
| | View a variety of analysis reports, including general conditions, labor analysis, job cost/profit and project history
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| | Approve contracts, commitments and billings requiring management approval |
| | View management by exception status reports |
Marketing
| | Process and monitor commitments and contracts |
| | Review billing completion and application for payments |
| | View and edit labor and construction status |
| | Meeting minutes, submittals, transmittals, RFIs and safety issues |
Project Managers
| | Post to project directories
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| | Process and monitor commitments and contracts |
| | Review billing completion and application for payments |
| | View and edit labor and construction status |
| | Meeting minutes, submittals, transmittals, RFIs and safety issues |
Client Project Managers
| | Process and monitor commitments and contracts |
| | Review billing completion and application for payments |
| | View and edit labor and construction status |
| | Meeting minutes, submittals, transmittals, RFIs and safety issues |
Project Secretaries
| | Process and monitor commitments and contracts |
| | Review billing completion and application for payments |
| | View and edit labor and construction status |
| | Meeting minutes, submittals, transmittals, RFIs and safety issues |
| | Enter invoices online, submit lien releases and check payment status
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| | Submit change order requests |
| | Submit bids |
| | View owner and lendor information and maintain insurcance information |
| | View transmittals, submittals and RFIs |
Superintendents
| | View all commitments issued and their project scope
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| | Process field authorizations and field generated scope changes |
| | Enter daily project activities |
| | View meeting minutes, submit and view RFIs, transmittals, safety issues |
| | Enter field completion percentage |
| | Post project photos |
System Administrators
| | Process and monitor commitments and contracts |
| | Review billing completion and application for payments |
| | View and edit labor and construction status |
| | Meeting minutes, submittals, transmittals, RFIs and safety issues |
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