For the Owner, there will not be anything in this category requiring your action.
From the main dashboard select Billing > Select the Project Name > View/Sign.
Click the Approve button > I Agree to electronically sign the bill and return to the General Contractor. Click Print button to open PDF for print/download.
From the main dashboard select Change Orders > Select the Project Name.
From the main dashboard select Contracts > Select the Project Name. Select View/Sign Contract. This will launch a new window that contains and electronic version of the contract. Click Digitally Sign this Contract > I Agree > OK > Close Window > Create PDF for Print to download to your computer or print.
From the main dashboard select Daily Log > Select the Project Name> Click on Date to open PDF of Daily Log.
Lien Releases will be available for both signed Owner Pay Applications as well as Subcontractor Line Releases. To view click Lien Releases > Select Project>View Lien
Click Send Email > Select General Contractor Recipient > Select Recipients > Enter Message > Send Correspondence.
To view messages, go to Messages > Select Project. This will bring you to your list of messages. They will appear with the last message received at the top of the list. You have the ability to search messages by Subject or Filter by Contacts.
Click on the blue hyperlink to open the message. You will see the message and a blue hyperlink for any attachments to the message. Click on the blue hyperlink to open the PDF of the attachment to view/print. To be taken directly to the document, click on View the "document" in Filing Cabinet Link.
To view drawings, click on Plan Room > Select Project > Drawings. This will show you all of the drawing categories. Click on each Drawing Category to reveal the list of drawings. Click on the piece of paper to open the PDF of the drawing, hover print and download icons to save to your computer or print.
To view Specifications, click on Plan Room > Select Project > Specifications. This will show you all of the specification categories. Click on the piece of paper icon to open the PDF of the specification section, hover print and download icons to save to your computer or print.
To view Addenda, click on Plan Room > Select Project > Addenda. This will show you all of the Addenda. Click on the piece of paper icon to open the PDF of the Addenda, hover print and download icons to save to your computer or print.
To view Photos, click on Plan Room > Select Project > Photos. This will show you thumbnail images of all photos. Check the box for the photos > download
To view Punch List Items click Punch List > Select Project. Your punch list items will appear on the list. You can filter by All, Open, Closed. If photos are attached there will be a blue hyperlink for the photo to click on to open the image.
There will not be any Action Items for the Owner regarding Required Document for the proejct.
To create an RFI click RFI>Select Project > Create New RFI
To submit the RFI fill in the information on the RFI worksheet > Add message to text box > Add any Attachments > Submit
To Repond to the RFI click on the Subject to open the RFI form to complete.
Complete the form by entering your answer to the RFI in the Comments box, then click Answer at the top of the form to submit to GC your response.
To print, click RFI > Select Project > Print
To view RFP's click on the RFP icon.
Click on the Approve/Reject hyperlink to open the RFP for review.
On the RFP, click on the Pending dropdown to either Approve or Reject the pricing for the RFP.
To submit the response back to the GC, click the Submit Response button at the top of the screen.
To view schedules click on Schedules > Select project > click on the piece of paper icon to open the PDF of the schedule.
Once the schedule is open in PDF, hover over the print or download icons to save or print the schedule.
Click Envelope icon > Select Recipient > Enter message in text box > upload attachment if desired > Send
To view Submittals click on Submittals > Select Project, scroll to list listed items to find Submittal Items requiring your approval. You will only see Submittal Packages with items requiring your action. Then click the blue Pending link to open the Submittal item worksheet. To view any attachments the General Contractor has loaded for you to view click on the blue hyperlink with the title of the document listed.
To approve Submittal click on the Pending hyperlink to open the Submittal form to complete.
Complete the form by clicking on the drop down selections for First Status. Choose from the options on the list to approve or reject the Submittal. Then click the "Choose File" button to browse your computer's hard drive to find your approved PDF of the submittal package to upload>Click Choose>Submit to GC.
To veiw Warranties, click Warranties>Select Project>View Owner A hyperlink to open the PDF from the GC.
Click on Phase Bidding>Select Project>Approve/Reject to open up the Phase to review.
Click the Pending drop down menu to select whether to Approve or Reject the Phase Pricing. Then click Submit to GC to send your response.
There will not be any action items for Owners regarding Purchase Orders for the project.
To view Misc. Documents that have been uploaded by the General Contractor, click Misc. Documents > Select Project > View
If you would like to send correspondence about the uploaded Misc. Document, you can click on the Send Email > Select the recipient for the General Contractor employee you wish to communicate with > Enter message > Send Correspondence.
To Add a Misc. Document click the green button to Add Miscellaneous Document > Add Description > Choose File from computer > Save
To view the Safety Reports click Safety Reports > Choose Project > View
If you would like to send correspondence about the uploaded Safety Report, you can click on the Send Email Button > Select the recipient for the General Contractor employee you wish to communicate with > Enter message > Send Correspondence.