TABLE OF CONTENTS

• Info
• Defaults 
  • Miscellaneous  
  • Cost Management Process
    • Add-ons Overhead, Markup & Fee Setup
  • RFIs Default Folders
  • Submittal Process 
  • Transmittals Default folders
  • Document Previews and Storage
• Edit Project Tab
• Custom Fields Tab

Info

In the Dropdown, select the names of the project members that will be assigned to each (the dropdown is populated by the Project Member List).  This will default to the TO and FROM field in RFIs, Submittals and Transmittals

The right column is an Auto-CC column. That means any notification out of the project that is sent to the Project Member on the left will automatically be sent to the Project Member listed on the right, regardless of the assignment to the item that is being sent. 

In addition to populating the To and From within RFI's, Submittals, and Transmittals - these project member assignments also include a set of automatic notifications.

Responsible Arch PM

No automatic email notifications are initiated from the project.

Responsible GC PM

Receives a copy of all Mobile Application Transmissions

Receives an automatic email notification when a Commitment is released to accounting.

Receives an automatic email notification when a Commitment Line Item exceeds the budget for the Cost Code

Responsible Owners Rep

Receives the Transmission of the Contract Pencil Draw.

Project Assistant

No automatic email notifications are initiated from the project. 

Project Accountant

Receives an automatic email notification when a Commitment is released to accounting.

Receives an automatic email notification when a Commitment Line Item exceeds the budget for the Cost Code

**NOTE: If you insert the name of a second party for the responsible project member, they will receive all the email notifications that the first listed responsible party does.   

Defaults 

Allows for the project defaults to be defined with each section.  Helping to prepopulate date fields and responsible parties.

Miscellaneous  

Expediting Lead Time, if you are importing a submittal log, insert the number of days for material lead time.

Cost Management Process

Autogenerated transmittals folders for CO 

The location a change event will be located when created and sent.

Default Retainage 

Insert retainage percentage to be populated within the project commitments.  

Optional Reporting Acknowledgements, selecting the boxes of either of these options will allow for this acknowledgement to be presented on a custom change management item report. 

Make Contract Funding Sources Mandatory

Allow funding Sources in Commitments 

Add-ons Overhead, Markup & Fee Setup

- As many default markups as desired can be setup in project defaults

- Markup can be created as Cumulative Markup by selecting the checkbox for Is Cumulative and entering a cumulative order. 

- Is Deleted, if a Markup was added and used in a project then deleted at the default level this box will be checked. This allows all existing change orders using the now deleted markup to persist

- Markup can be defined to a Contract Item on the Contract Info page. This means that all markup from Change Events is shown on a Contract Item within the Contract Info Page

** Note: Markup can either be standard, cumulative, or to a contract. Markup cannot be cumulative and assigned to a contract item**

For information on Markups within Change Events, please visit the  Contract Cost Event Markups KnowledgeBase Article

RFIs Default Folders

                     Response Time

Insert number of days for an RFI response back from the listed responsible party defined in the Architect allocation within the info page.   The default will be to calculate by business days.  You have the option to use calendar days by selecting the box.  This option will allow for the following holidays: New Years Day, Memorial Day, 4th July, Labor Day, Thanksgiving Day, Thanksgiving Friday, Christmas Day

Forwarding: 

If you wish to utilize the forwarding feature (moving an RFI from one folder to another folder) you will need to create additional folders to contain the forwarded RFI and then define them within the folder defaults.

Same Number for Forwarded RFI's: 

This will allow your original RFI to be the same number of the RFI you are forwarding to the Architect Folder

Include Transmittal when sending and RFI

This option will add a primary page, a transmittal prior to the RFI page.

Hide RFI Mark as Answered for users without modify permissions. 

This will hide the MARK SELECTED AS ANSWER button within the RFI discussion Area for users without the write permission to the RFI section or subfolder

Submittal Process 

Submittal Tracking, The default will be to calculate by business days.  You have the option to use calendar days by selecting the box.  This option will allow for the following holidays: New Years Day, Memorial Day, 4th July, Labor Day, Thanksgiving Day, Thanksgiving Friday, Christmas Day.

Insert number of days for the submittal turnaround back from the architect.  

Insert number of days for the submittal turnaround back from the subcontractor on a revise and resubmit status

Default responsible party, to be prepopulated based on the info tab.

Upon Submit, insert the From and To positions (GC, Arch).  This will default on both your submittal and submittal transmittal fields

Upon Return - insert the From and To positions (Arch, GC).  This will default on both your submittal and submittal transmittal fields

Autogenerated Transmittal Folder – Create a Submittal Transmittals folder in the submittals module and define in project defaults.  This will drop your submittal transmittals into their own folder.

Transmittals Default folders

Keep CC’s when forward Transmittals 

As a default cc’s will not be included if a transmittal is forwarded; to all for the cc'd listed on the original transmittal to remain as a cc please update this section to have the box checked. If this is not checked any cc's would need to be added. 

For Transmittals created in Bid Packages section

Define the folder you want the transmittals stored within. 

Document Previews and Storage

Choose which sections to see document previews 

As an add on feature StratusDrive is defined at the project level.  Allow StratusDrive will map the StratusDrive to the project.   The project name will need to match the same presentation within StratusDrive. 

            After making all Project default changes, make sure to click "Update" to save your settings

Edit Project Tab

You can edit the general project information from this screen.   Required fields are defined with the *.   The zip code entered within this screen will be used to populate the daily log weather. 

After making changes to the project information, make sure to click SAVE to save your settings

Custom Fields Tab

Allows for specific organization data to be recorded and captured at the project level

After making changes to the Custom Fields, make sure to click SAVE