Article Content Navigation

About List Management at the Organizational Level

List management within the StratusVue solution website is the location to manage various pre-defined dropdown list items. It is important to understand that there are three levels of the website: system level, organizational/tenant level, and project level. 


When a new customer is provisioned within their StratusVue website, they will be provided with the list management that is available at the system level. This is often referred to as the default "out-of-the-box" lists. 


Majority of these lists, some exceptions apply, can then be customized for each organization. Once a list is defined at the organizational level, it is made available to all projects created within that organization. It is important to note that list management can then further be customized at the project level by project admins, allowing them to manage lists as needed on a per project basis.


Available List Types

Click the link to jump to the selected List Type for more details.

BIM View Data

List of views through which you can organize data using the BIMFx module


CM - Unit of Measure

Unit of measure dropdown list for:

Commitment - Purchase Orders

 Commitment Events

Contract Events


CO Reason

    The reason dropdown list for change events - Contract and Commitment


Contract Types

    The Contract Type dropdown list within Commitments


Contractor Funds

The Contractor Funds dropdown list within Contract Change Events


CSI

The CSI Code list is used in various dropdown lists and locations. The organizational CSI codes for an organization should be established before the start of using the site

User Profiles/Project Members


Submittal Items


RFI's


Daily Log Activity


Documents

The CSI dropdown list when Uploading Documents to the Plans, Specs, General & Photo, and Closeout Documents


Bidder Profiles within the Bidder Edit of a Bid Package 

This also controls how the Bidder is shown in the Bidders by Division Grid

Document Discipline

The discipline dropdown list when Uploading Documents to the Plans, Specs, General & Photo, and Closeout Document Module sections

Document Status

The status dropdown list when Uploading Documents to the Plans, Specs, General & Photo, and Closeout Document Module sections

Expediting Defaults

This is only for projects that are not Importing Expediting Logs. These are the typical expediting items required for each CSI code in the pre-construction, construction, and closeout phases. When you add a CSI code to an expediting log, you select the type of items to add for each code. (You can add or modify phases by revising the Expediting Defaults top-level folders.)

Extras - Cost Management (For non-synchronized environments only)

This list represents the extras, if any, associated with the job within the Cost Management Module. For integrated environments, this list is controlled by the integrated accounting platform. This list can only be modified for non-synchronized, or stand-alone projects. 

Meeting Minute Category

The list of categories that can be selected within Meeting Minutes (within a Meeting) and Agenda Items (within an Agenda)

Meeting Minute Type

The list of types that can be selected within Meeting Minutes (within a Meeting) and Agenda Items (within an Agenda)

IMPORTANT: The Types of New Business and Old Business are REQUIRED on the project and cannot be deleted or modified

RFI Status

The list of statuses that can be selected within an RFI

IMPORTANT: The status of Open and Closed are REQUIRED on the project and cannot be deleted or modified

State

The list of states that are available throughout the project

Submittal Status Aliases

Submittal Status aliases is a list of aliases for returned submittal statuses that can be created for submittal items when they are returned from the review process. The Returned Submittal Statuses held within the Submittal Statuses list (see below) cannot be modified. Submittal Status Aliases are a way to add an additional returned statuses for use when a Submittal Item is returned. 

Submittal Statuses

The list of the statuses that are available for Submittal Items. There are two groups of Submittal Statuses: Returned Submittal Statuses and Submittal Statuses. 

The Submittal Status group contains all of the available statuses in the item status dropdown within a Submittal Item when the Submittal Item has not yet been submitted. This is the initial status of the Submittal Item before it is submitted, this is the status a submittal item is submitted as. 


The Returned Submittal Status group contains all of the available statuses in the returned submittal item when the Submittal Item is returned from review. THIS LIST CANNOT BE MODIFIED OR CHANGED. If an additional returned Submittal Status is needed, please create a Submittal Status Alias

Submittal Types

The list of all submittal item types available within a Submittal Item

Timecard Shifts

The list of shifts that is available within a Time Sheet's Time Card


UCI

UCI codes can be assigned to site users in addition to CSI codes


Workflow Actions

The dropdown list for workflow actions that can be assigned to project users when creating Advanced Workflows for Submittals, Commitments, Commitment Events, and/or contract change events

Workflow Commitment List

A dropdown list that can be created for Commitments for various different workflows needed

List Groups 

Within List Management, List Groups can be used to organize list items - they are simply subfolders used to organize list items. 


 To Create a List group within a List Type

1. Select the Create Group Icon in the top ribbon


2. Complete the Create New Group Form and select Save 

(Save & New will allow the user to be taken into creating the next new List Group)


The group folder will be created and identified in the grid with a folder icon. To open the group, select the link within the Name column

Creating, Modifying, and Deleting Organizational Level List Items

Creating List Items

1. Navigate to the Organization Setup module's List Management section (Organization Admin permissions required!)


2. Select the List that is being modified in the list by type dropdown and navigate to the list group if applicable

(for a full list of the available list types, please see previous section of this article: Available List Types)


3.Select Create Item in the top ribbon and enter the details about the list item. 


4. Select Save. Save & New will allow for a new list item to be created immediately.


Modifying List Items

1. Navigate to the Organization Setup module's List Management section (Organization Admin permissions required!)


2. Select the list that is being modified within the list by type dropdown and navigate to the list group if applicable 

(for a full list of the available list types, please see previous section of this article: Available List Types)


3. Locate the list item within the grid and select the link within the Name column to open it for edit. The boxes at the top of the grid can be used to search. 


4. Edit the List Item's information as needed


5. Select Save. Save & New will allow for a new list item to be created immediately.


Not all list items will be able to be modified, exclusions apply. Please see the applicable list type above.


Deleting List Items

1. Navigate to the Organization Setup module's List Management section (Organization Admin permissions required!)


2. Select the list that is being modified within the list by type dropdown and navigate to the list group if applicable 

(for a full list of the available list types, please see previous section of this article: Available List Types)


3. Locate the list item within the grid and select the link within the Name column to open it for edit. The boxes at the top of the grid can be used to search. 


4. Select the Delete Icon to the right of the List Item that is being deleted Confirm the deletion in the pop-up


Not all list items will be able to be deleted, exclusions apply. Please see the applicable list type above.

Reverting an Organization List to the System Level

Organization Admins have the ability to revert an organizational level list back to the system level at any time. Reverting an organizational level list will not change any existing projects, it reverts the list held at the organization level back to the system level. This is typically not something that is recommended without reaching out to StratusVue Support for further use case review. 


1. Navigate to the Organization Setup module's List Management section (Organization Admin permissions required!)


2. Select the list that is being modified within the list by type dropdown and navigate to the list group if applicable 

(for a full list of the available list types, please see previous section of this article: Available List Types)


3. Select the Reset to System Defaults button at the bottom. Please note, if the list is already defined at the system level, the reset button will not be shown. The button is only available on Lists that have been customized at the organizational level. 


4. Select OK in the confirmation window to confirm the reset


Once a list type has been reverted to the system level, it cannot be undone

Additional Resources

Project Level List Management