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Project Client

Customer information is key contact data. Client has an "outside company" role and only authorized members can contact them. Client has access to "client info" part of the project and receives updated results on a daily basis.

Project Estimation

In-house only use of the Excel add-in designed for construction estimators by DeLoach Corporation. EXtimate is FREEWARE.

Project timelines

Project phases have names, beginning and ending dates, completed/not completed status. Built-in calendar helps to manage dates.

Project Description/tasks

Task description can be uploaded as a file or can be added through "Task description" item.

Project Protocol

Multi-lingual protocol is a key part of any project. All main events, directions, comments, etc., are reported/outlined here.
Explanations, sketches pictures, documents, etc. can be included into protocol to provide clearer definition of comments.

Project Documents

Every uploaded file or link can be commented on, to support more complete communications. Files and links are commented on to provide more complete project input into protocol system. This is the most used feature by our clients who wish to communicate information to more than one source at the same time, yet have an updated and up-to date version available at all times. For example, Prime Edge Asbuilt Services (www.primeedge.com) uses this feature to distribute asbuilt documents to Architect, Contrctor and the owner all at the same time. Because such documentation is essential at the start of a remodeling project, most clients continue using the system as part of the design tool due to its functionality and rapid document access functions.

 

Project Checklist

Projects include different components that are used by members of the team. For this particular project template (floor plans/elevations), 4 parts of the project ("client", "designer", "project management", "company management") have been created automatically when the project was set up. Lists of database applications have been keyed to every part of the project. For "Designer" part of the project, "Check list" application was included to check completeness of drawings.

Project Time Track

Every member of the project can keep track of hours that have been worked. Access to this item is personalized (password) for each team member..