TABLE OF CONTENTS




What is List Management at the Project Level?

List management within the StratusVue solution website is a location to manage various pre-defined dropdown lists. It is important to understand that there are three levels of the StratusVue Solution website: The System Level, The Organizational Level, and the Project Level. When a new customer is provisioned into their StratusVue website solution, they will be provided the list management that is available at the system level, or often referred to as the default "out-of-the-box" lists. 

For more information on Organization Level List Management please refer to the Knowledge Base Article


At the project level, a majority of these lists, some exceptions apply - can then be customized on a per project basis by Project Admins.


Available List Types

Jump to List Type

BIM View Data

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

CO Item UM

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

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, simply use the Create Group Icon in the top ribbon

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. Selecting the group on the grid will take the user inside of the group.



Creating, Modifying, and Deleting Organizational Level List Items

Creating List Items

1. Navigate to the Organization Setup module of the site from the Navigation Tree (Organization Admin permissions Required)

2. Open the Organization List Management Section

3. Select the List that is being modified (for a full list of the available list types, please see previous section of this article: Available List Types)

4. Navigate inside of the list group the item will be created (if applicable)

5. Select Create Item and complete the Create New List Item Form

6. Select Save to save the newly created list item (Save & New will allow for a new list item to be created)

Modifying List Items

1. Navigate to the Organization Setup module of the site from the Navigation Tree (Organization Admin permissions Required)

2. Open the Organization List Management Section

3. Select the List that is being modified (for a full list of the available list types, please see previous section of this article: Available List Types)

4. Once the list is selected in the list by type dropdown, navigate to the list item that is being changed

5. Click the list item name from the grid to open the edit form

6. Select Save to save changes (Save & New will allow for a new list item to be created)


REMINDER: Not all statuses will be able to be modified, exclusions apply - see Available List Types section for more details


Deleting List Items

1. Navigate to the Organization Setup module of the site from the Navigation Tree (Organization Admin permissions Required)

2. Open the Organization List Management Section

3. Select the List that is being modified (for a full list of the available list types, please see previous section of this article: Available List Types)

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

REMINDER: Not all statuses will be able to be deleted, exclusions apply - see Available List Types section for more details