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Constructware
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Alias
AutoCAD
AutoCAD Civil 3D
AutoCAD Electrical
AutoCAD for Mac
AutoCAD LT for Mac
AutoCAD Map 3D
BIM 360 Glue
Building Design Suite
Constructware
Creative Finishing
Design Review
Factory Design Suite
Flame Premium
Green Building Studio
Infr. Map Server
Infrastructure Modeler
Installation Help
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Inventor ETO
Inventor Fusion
Inventor Fusion Technology for Mac
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Inventor Publisher
Navisworks
Navisworks Freedom
PLM 360
Product Design Suite
Project Galileo
Project Photofly
Project Simulus
Revit
Revit LT
Robot Structural Analysis Professional
Sim 360 Pro and Sim 360 Moldflow
Simulation 360
Simulation CFD
Simulation DFM
Simulation Job Manager
Simulation Mechanical
Simulation Moldflow
Simulation Moldflow Adviser
Simulation Moldflow Communicator
Simulation Moldflow Insight
Simulation Moldflow Insight 360
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Vasari
Vault
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360 Publisher
Alias
AutoCAD
AutoCAD Civil 3D
AutoCAD Electrical
AutoCAD for Mac
AutoCAD LT for Mac
AutoCAD Map 3D
BIM 360 Glue
Building Design Suite
Constructware
Creative Finishing
Design Review
Factory Design Suite
Flame Premium
Green Building Studio
Infr. Map Server
Infrastructure Modeler
Installation Help
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Inventor ETO
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Inventor Fusion Technology for Mac
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Inventor Publisher
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Navisworks Freedom
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Product Design Suite
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Revit
Revit LT
Robot Structural Analysis Professional
Sim 360 Pro and Sim 360 Moldflow
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Table of contents
No headers
Getting Started
Logging In and Out of Constructware
Logging In as a New User
Logging In as an Existing User
Forgotten Password
Expired Password
Logging Out of Constructware
Information Required to Log In
Access to the System
Timeout Period
Navigating Constructware
Browser Configuration
Pop-Up Blocker
Technical Requirements
Demos
Project Wizard Demo
Send Wizard Demo
CW Desktop Demo
Search Demo
Projects Demo
Tasks Demo
Bid Packages Demo
Bid Solicitations Demo
File Director
ASI Demo
Correspondence Demo
Design Review Demo
Drawing Log Demo
Meetings Demo
RFI Demo
Submittals Demo
Transmittal Demo
Budget Demo
CCD Demo
Master Agreement Demo
Payment Applications Demo
Contractor Payment Applications
Custom Fields Demo
Document Templates Demo
Scheduled Maintenance Information
Key Concepts
Constructware Permissions
Infodex
Constructware Functions
Filtering for Information
Module Customizations
Lookup Tables
Routing Documents
Routing Tabs
Routing Documents Buttons
Routing Documents Icons
Routing Documents Interactions
Routing Process Diagram
Routing Documents Procedures
Copying a Route
Approver Role
Routing Notifications
Responding to a Document
Route Approval from Approval Documents
User Role
Routing a Document
Recalling a Document
Administrator Role
Skipping a Step
Defining a Route
Recalling a Document
Button Descriptions
Common Toolbar Buttons
Common Functions Buttons
Quick Launch Buttons
Auto-Hide Menu Button
Reference Support Buttons
Constructware Icons
Feedback
Creating a Feedback Message
Wizards
Demos
Project Wizard
Project Wizard Buttons
Project Wizard Fields
Module Customization for Project Wizard
Project Wizard Procedures
Creating Single Projects Manually
Creating Multiple Projects Manually
Copying a Single Project
Copying to Multiple Projects
Send Wizard
Send Wizard Buttons
Send Wizard Fields
Send Wizard Interactions
Project Specific Lookup Table
Distribution Table
Send Wizard Procedures
Sending a Document
Sending and Notifying
Selecting Send Options
Selecting a Document
Sending Multiple Documents
Process Wizard
Process Wizard Buttons
Process Wizard Fields
Process Wizard Interactions
Processing Documents
Processing CCDs
Processing CCOs
Processing Contracts
Processing Cost Management
Processing Cost Events
Processing Cost Items
Processing Invoices
Processing Issues
Processing OCOs
Processing POs
Processing POCOs
Processing RCOs
Processing RFQs
Transmittal Wizard
Transmittal Wizard Buttons
Transmittal Wizard Fields
Transmittal Wizard Interactions
Transmitting an Item or Package
Form Letter Wizard
Using the Form Letter Wizard
Copy Wizard
Copy Wizard Buttons
Copy Wizard Fields
Favorites
Favorites Buttons
Favorites Fields
Favorites Interactions
Favorites Procedures
Modifying Favorite Projects
Modifying the Favorite Employees List
Selecting a Favorite Module
Bookmarks
Bookmarks Procedures
Creating a Custom Template
Defining Bookmarks in Microsoft Word
Using a Bookmark Multiple Times
Using Macros to Bookmark
Troubleshooting Bookmarks
Importing Data
Importing Data Buttons
Importing Data Fields
Importing Data Interactions
Importing Data Procedures
Importing a File
Downloading an Excel Template
Uploading XML Project File
Duplicate Records
Validating the Uploaded Data
Modules for Importing
Importing Performance Journals
Importing Drawing Logs
Importing Punch Lists
Importing Submittals
Importing an SOV
Select Popup Windows
Select Fields and Buttons
Companies
Selecting Companies Buttons
Selecting Companies Fields
Contacts
Selecting Contacts Buttons
Selecting Contacts Fields
Employees
Selecting Employees Buttons
Selecting Employees Fields
Projects
Selecting Projects Buttons
Selecting Projects Fields
Users
Selecting Users Buttons
Selecting Users Fields
Personal Organizer
Personal Organizer Product Features
Personal Organizer Permissions
Demos
Project Wizard Demo
Send Wizard Demo
CW Desktop Demo
Search Demo
Projects Demo
Tasks Demo
Bid Packages Demo
Bid Solicitations Demo
File Director
ASI Demo
Correspondence Demo
Design Review Demo
Drawing Log Demo
Meetings Demo
RFI Demo
Submittals Demo
Transmittal Demo
Budget Demo
CCD Demo
Master Agreement Demo
Payment Applications Demo
Contractor Payment Applications
Custom Fields Demo
Document Templates Demo
CW Desktop
CW Desktop Tabs
CW Desktop Buttons
CW Desktop Icons
CW Desktop Fields
CW Desktop Interactions
Module Customization for CW Desktop
CW Desktop Procedures
Displaying CW Desktop Tabs
Today Tab Procedures
Responding to a Document
Dashboard Tab Procedures
Setting up a Dashboard
Query Definitions
Adding a Chart to a Page
Creating a New Page
Deleting a Page
Selecting Favorite Projects
Viewing a Chart
Viewing a Statistical Breakdown
Viewing Project Documents
Recent Tab Procedures
Adding Comments about a Document from the Recent Tab
Checking In a File
Checking Out a File
Copying a Document
Downloading a File
Editing a Document
Resolving a Document
Responding to a document
Routing a Document
Sending a Document
Taking Action
Taking Action on Routed Docs
Viewing a Document
Messaging Inbox
Messaging Inbox Buttons
Messaging Inbox Fields
Messaging Inbox Interactions
Messaging Inbox Procedures
Accessing Message Reports
Activating a Message
Attaching a Message
Creating a New Message
Deactivating a Message
Filtering for a Message
Forwarding a Message
Replying to a Message
Viewing a Message
Personal Tasks
Task Roles and Status
Personal Tasks Tabs
Personal Tasks Buttons
Personal Tasks Fields
Personal Tasks Interactions
Module Customizations for Personal Tasks
Personal Tasks Procedures
Accepting a Task
Creating a New Task
Editing a Task
Marking a Task Complete
Multi-Editing Personal Tasks
Rejecting a Task
Viewing a Task
Calendar Procedures
Editing a Calendar Event
Viewing Calendar Items
Notices
Notices Buttons
Notices Procedures
Creating a Notice
Viewing a Notice
Personal Calls
Personal Calls Buttons
Personal Calls Fields
Personal Calls Interactions
Personal Calls Procedures
Creating a Call Entry
Sending a Call Record
Viewing a Call Record
Voiding a Call Record
User Info
User Info Buttons
User Info Fields
User Info Interactions
User Info Procedures
Adding Words to Your Personal Dictionary
Changing Your Password
Changing Your Security Question and Answer
Changing Your Start Page
Create/Edit User Permissions
Resetting Your Signature Image PIN
Selecting a Default Envelope
Selecting a Default Project
Selecting a Favorite Module
Setting Up E-Mail Addresses
Setting Regional Preferences
Setting Up Your Security Question and Answer
Uploading an Image of Your Signature
Viewing Your Dictionary List
Viewing Your Permissions
Personal Outbox
Personal Outbox Buttons
Personal Outbox Icons
Personal Outbox Fields
Personal Outbox Interactions
Personal Outbox Procedures
Accessing Outbox Reports
Filtering for Send Confirmation
Replying from the Outbox
Sending from the Outbox
Viewing a Send Confirmation
Routing
Approval Documents Fields
Project Information
Project Information Product Features
Project Information Permissions
Demos
Project Wizard Demo
Send Wizard Demo
CW Desktop Demo
Search Demo
Projects Demo
Tasks Demo
Bid Packages Demo
Bid Solicitations Demo
File Director
ASI Demo
Correspondence Demo
Design Review Demo
Drawing Log Demo
Meetings Demo
RFI Demo
Submittals Demo
Transmittal Demo
Budget Demo
CCD Demo
Master Agreement Demo
Payment Applications Demo
Contractor Payment Applications
Custom Fields Demo
Document Templates Demo
Projects
Additional Information
Parent - Child Relationships
Projects Tabs
Projects Buttons
Projects Interactions
Projects Fields
Project Log Fields
Projects Fields - General Tab
Projects Fields - Details Tab
Projects Fields - Funding Tab
Projects Fields - Dates Tab
Projects Fields - Bid Analysis Tab
Projects Fields - Projections Tab
Projects Procedures
Adding a Project to a Division
Adding a Project to Favorites
Auto Notifying from Projects
Creating a Project
Creating a Report
Editing a Project
Multi-Editing Projects
Routing a Project
Viewing a Project’s Details
Funding Tab
Entering the Reserved Amount
Projections Tab
Creating a Projections Report
Viewing Projection Information
Client Contract
Client Contract Buttons
Client Contract Fields
Client Contract Interactions
Client Contract Procedures
Editing the General Tab
Creating a New Bond Record
Creating a New Contract Record
Recording Insurance Information
Removing an Uploaded Document
Revising a Contract
Uploading a Document
Competition
Competition Buttons
Competition Fields
Competition Interactions
Competition Procedures
Creating a New Entry
Deleting an Entry
Project Checklist
Project Checklist Buttons
Project Checklist Fields
Project Checklist Interactions
Module Customization for Project Checklist
Project Checklist Procedures
Adding Items to the Project Checklist
Creating a Project
Processing a Checklist Item into an Issue
Project CSI Codes
Project CSI Codes Buttons
Project CSI Codes Fields
Project CSI Codes Interactions
Project CSI Codes Procedures
Creating a New CSI Code
Creating a New CSI Division
Deleting a CSI Code
Deleting a Division
Editing an Existing Division
Editing an Existing CSI Code
Initializing Project CSI Codes
Viewing the List
Project Defaults
Project Defaults Tabs
Project Defaults Buttons
Project Defaults Fields
Project Defaults Interactions
Project Defaults Procedures
Setting Up Project Defaults
Setting Up Location Fields
Project Summary
Project Summary Buttons
Project Summary Tabs
Project Summary Interactions
Project Summary Procedures
Completing Checklist Answers
Viewing/Printing Checklist Answers
Deleting Checklist Answers
Project Team
Project Team Tabs
Project Team Buttons
Project Team Fields
Project Team Interactions
Project Team Procedures
General Tab
Creating a Report for Project Teams
Sending a Message to Team Members
Team Members Tab
Adding Team Members to Your Project
Assigning Bookmarks to Team Members
Copying Team Members
Creating a Mail List
Editing a Team Member
Removing a Team Member
Groups Tab
Assigning a Company to a Project
Assigning Bookmarks to a Project
Assigned Companies Tab
Copying a Company
Copying a Group
Creating a Group
Deleting a Group
Editing a Group
Removing a Company
Viewing Group Creation/Modification Information
Multi-Team Assign Tab
Adding Projects and/or Contacts
Assigning Multiple-Team
Project Utilities
Project Utilities Buttons
Project Utilities Fields
Project Utilities Interactions
Project Utilities Procedures
Adding a Project Utility
Cancelling an Inbound Fax Number
Editing an Existing Project Utility
Moving an Inbound Fax Number to Another Project
Voiding a Project Utility
Webcam
Webcam Tabs
Webcam Buttons
Webcam Fields
Webcam Interactions
Setting Up a Webcam
Reporting
Reporting Product Features
Reporting Permissions
Reports
Reports Tabs
Reports Buttons
Reports Icons
Reports Fields
Reports Interactions
Report Creation Wizard
Reports Procedures
Favorites Procedures
Adding a Report to Your Favorites Tab
Running a Report
Auto Tab Procedures
Creating an Auto Report
Editing an Auto Report
Reactivating a Voided Auto Report
Running an Auto Report
Viewing an Auto Report
Voiding Auto Reports
Custom Tab Procedures
Copying a Custom Report
Creating a Custom Report
Creating an Aggregate Report
Editing an Aggregate Report
Moving a Custom Report
Multi-Editing a Custom Report
Running an Aggregate Report
Outstanding Events
Outstanding Events Buttons
Outstanding Events Fields
Outstanding Events Interactions
Outstanding Events Procedures
Creating a Report
Search
Search Tabs
Search Buttons
Search Icons
Search Fields
Searchable Fields
Search Interaction with Other Modules
Searchable Document Types
Demos
Project Wizard Demo
Send Wizard Demo
CW Desktop Demo
Search Demo
Projects Demo
Tasks Demo
Bid Packages Demo
Bid Solicitations Demo
File Director
ASI Demo
Correspondence Demo
Design Review Demo
Drawing Log Demo
Meetings Demo
RFI Demo
Submittals Demo
Transmittal Demo
Budget Demo
CCD Demo
Master Agreement Demo
Payment Applications Demo
Contractor Payment Applications
Custom Fields Demo
Document Templates Demo
Search Procedures
Copying a Search Record
Creating a New Search
Exporting Search Results
Marking a Search Record
Processing a Search Record into an Issue
Saving a Search
Project Organizer
Project Organizer Product Features
Project Organizer Permissions
Discussion Forum
Discussion Forum Buttons
Discussion Forum Fields
Discussion Forum Interactions
Discussion Forum Procedures
Procedures List
Adding a Posting
Creating a New Posting
Searching for a Posting
Viewing a Posting
Project Tasks
Task Roles and Status
Project Tasks Tabs
Project Tasks Buttons
Project Tasks Fields
Project Tasks Interactions
Module Customizations for Project Tasks
Project Tasks Procedures
Accepting a Task
Creating a New Task
Editing a Task
Marking a Task Complete
Multi-Editing Project Tasks
Processing a Document
Processing a Task into an Issue
Rejecting a Task
Viewing a Task
Calendar Procedures
Editing a Calendar Event
Viewing Calendar Items
Project Calls
Project Calls Buttons
Project Calls Fields
Project Calls Interactions
Module Customization for Calls
Project Calls Procedures
Creating a Call Entry
Voiding a Call Record
Viewing a Call Record
Sending a Call Record
Project Inbox
Project Inbox Buttons
Project Inbox Fields
Project Inbox Icons
Project Inbox Interactions
Module Customization for Project Inbox
Project Inbox Procedures
Editing Documents
Processing Documents
Setting Up Auto Notification
Setting Up Emails
Sending Emails
Managing Senders
Viewing Documents
Project Outbox
Project Outbox Buttons
Project Outbox Icons
Project Outbox Fields
Project Outbox Interactions
Project Outbox Procedures
Accessing Outbox Reports
Filtering for a Send Confirmation
Replying from the Outbox
Sending from the Outbox
Viewing a Send Confirmation
Bid Management
Bid Management Product Features
Bid Management Permissions
Demos
Project Wizard Demo
Send Wizard Demo
CW Desktop Demo
Search Demo
Projects Demo
Tasks Demo
Bid Packages Demo
Bid Solicitations Demo
File Director
ASI Demo
Correspondence Demo
Design Review Demo
Drawing Log Demo
Meetings Demo
RFI Demo
Submittals Demo
Transmittal Demo
Budget Demo
CCD Demo
Master Agreement Demo
Payment Applications Demo
Contractor Payment Applications
Custom Fields Demo
Document Templates Demo
Alternates
Alternates Buttons
Alternates Fields
Alternates Interactions
Module Customization for Alternates
Alternates Procedures
Attaching an Alternate
Creating an Alternate
Linking an Alternate to a Bid Package
Multi-Editing Alternates
Bid Packages
Bid Packages Tabs
Bid Packages Buttons
Bid Packages Fields
Bid Packages Interactions
Module Customization for Bid Packages
Bid Packages Procedures
Adding a Bid to the Bid Matrix
Adding and Evaluating Alternates
Adding Companies
Awarding the Bid Package
Copying/Adding Scope Items
Creating a Bid Package
Creating Scope Items
Multi-Editing Bid Packages
Processing into a PO or Contract
Relating Bid Package to Solicitation
Bidder Groups
Bidder Groups Buttons
Bidder Groups Fields
Bidder Groups Interactions
Module Customization for Bidder Groups
Bidder Groups Procedures
Adding Bidder Groups to a Solicitation
Adding Bidders to a Group
Creating a Bidder Group
Bid Solicitations
Bid Solicitations Tabs
Bid Solicitations Buttons
Bid Solicitations Icons
Bid Solicitations Fields
Bid Solicitations Interactions
Module Customization for Bid Solicitations
Bid Solicitations Procedures
Steps to a Bid Solicitation
Adding Bid CSI Codes
Adding Bidders
Adding Bidder Groups to a Solicitation
Adding Bidders to a Project Team
Canceling a Bid Solicitation
Changing the Bid Status
Copying a Bid Solicitation
Creating a Bid Solicitation
Editing a Bidder
Enabling the Bid Response Service
Multi-Editing Bid Solicitations
Processing a Bid Into a PO or Contract
Responding to a Bid Solicitation
Saving Filter Criteria
Sending a Bid Solicitation
Viewing the Results
File Management
File Management Product Features
File Management Permissions
Demos
Project Wizard Demo
Send Wizard Demo
CW Desktop Demo
Search Demo
Projects Demo
Tasks Demo
Bid Packages Demo
Bid Solicitations Demo
File Director
ASI Demo
Correspondence Demo
Design Review Demo
Drawing Log Demo
Meetings Demo
RFI Demo
Submittals Demo
Transmittal Demo
Budget Demo
CCD Demo
Master Agreement Demo
Payment Applications Demo
Contractor Payment Applications
Custom Fields Demo
Document Templates Demo
File Director
File Director Tabs
File Director Buttons
File Director Fields
File Director Interactions
Module Customization for File Director
File Director Procedures
Adding a File in File Director
Adding a Folder in File Director
Assigning Folder Auto-Notifications
Assigning Folder Permissions
Attaching a File
Checking In a File
Checking Out a File
Copying a Folder
Copying Files
Deleting a File in File Director
Deleting a Folder in File Director
Downloading a File
Editing a File in File Director
Editing a Folder in File Director
Moving Files in File Director
Moving Folders in File Director
Undoing Checked Out Files
Viewing a File in File Director
Viewing a Folder in File Director
Viewing Reports in File Director
Viewing the History of a File
Document Management
Document Management Product Features
Document Management Permissions
Demos
Project Wizard Demo
Send Wizard Demo
CW Desktop Demo
Search Demo
Projects Demo
Tasks Demo
Bid Packages Demo
Bid Solicitations Demo
File Director
ASI Demo
Correspondence Demo
Design Review Demo
Drawing Log Demo
Meetings Demo
RFI Demo
Submittals Demo
Transmittal Demo
Budget Demo
CCD Demo
Master Agreement Demo
Payment Applications Demo
Contractor Payment Applications
Custom Fields Demo
Document Templates Demo
Binders
Binders Buttons
Binders Fields
Binders Interactions
Binders Procedures
Creating a New Binder
Editing a Binder
Viewing a Binder
Voiding a Binder
ASIs
ASI Tabs
ASI States
ASIs Buttons
ASIs Icons
ASIs Fields
ASI Interactions
Module Customization for ASIs
ASIs Procedures
Adding an ASI to an Attachment
Adding Comments to an ASI
Copying an ASI
Creating a New ASI
Editing an ASI
Multi-Editing ASIs
Processing an ASI
Sending an ASI
Viewing/Printing an ASI
Viewing the ASI History
Correspondence
Correspondence Buttons
Correspondence Icons
Correspondence Fields
Correspondence Interactions
Module Customization for Correspondence
Correspondence Procedures
Attaching Correspondence
Copying Correspondence
Creating a Correspondence
Editing an Existing Correspondence
Locking a Correspondence
Multi-Editing Correspondences
Reactivating Voided
Sending Correspondence
Signing a Correspondence
Viewing a Correspondence
Voiding a Record
Event Letter Setup
Event Letter Setup Buttons
Event Letter Setup Fields
Event Letter Setup Interactions
Module Customization for Event Letters
Event Letter Setup Procedures
Copying Event Letters
Creating Event Letters
Editing Event Letters
Establishing Module Defaults
Previewing an Event Letter
Reactivating Voided Letters
Running an Event Letter
Viewing the Event Letter Setup
Voiding Event Letters
Custom Forms
Custom Forms Buttons
Custom Forms Fields
Custom Forms Interactions
Custom Form Data Types
Custom Forms Procedures
Creating a Custom Form
Deleting a Custom Form
Editing a Custom Form
Sending a Custom Form
Viewing a Custom Form
Daily Reports
Daily Reports Tabs
Daily Reports Buttons
Daily Reports Fields
Daily Reports Interactions
Module Customizations for Daily Reports
Daily Reports Procedures
General Tab Procedures
Copying a Daily Report
Creating a New Daily Report
Locking a Daily Report
Signing a Daily Report
Unlocking a Daily Report
Viewing a Daily Report
Weather Tab Procedures
Creating a New Weather Entry
Deleting an Existing Weather Entry
Editing an Existing Weather Entry
Getting a Weather Update
Companies Tab Procedures
Adding a Company
Alternate Way to Add a Company
Deleting a Company
Editing a Company
Equipment Tab Procedures
Adding a New Piece of Equipment
Deleting an Equipment Entry
Editing an Existing Equipment Entry
Materials Tab Procedures
Adding Material Received Against a Non-PO
Adding Material Received Against a PO
Deleting Existing Received Materials
Modifying Existing Received Materials
Viewing Material Tracking History
Visitors Tab Procedures
Adding Visitors
Deleting a Visitor Record
Modifying Visitor Information
Safety Tab Procedures
Entering a New Safety Incident
Entering the Safety Outcome
Modifying an Existing Safety Entry
QA/QC Tab Procedures
Creating a New QA/QC Entry
Deleting an Existing QA/QC Entry
Modifying an Existing QA/QC Entry
Switching Between CSI Code Popup Select and Drop-Down
Design Review
Design Review Tabs
Design Review Buttons
Design Review Icons
Design Review Fields
Design Review Interactions
Module Customization for Design Review
Design Review States
Design Review Procedures
Using Design Review
Adding Comments
Copying a Design Review
Creating a New Design Review
Editing a Design Review
Importing Navisworks Files
Multi-Editing Design Reviews
Resolving a Design Review
Responding to a Design Review
Running Reports
Viewing a Design Review
Viewing a Response
Viewing the History
Documents
Documents Buttons
Documents Fields
Documents Interactions
Documents Procedures
Creating a Document
Uploading Many Documents
Viewing a Document
Drawing Log
Drawings Buttons
Drawings Fields
Drawings Interactions
Module Customization for Drawing Log
Drawing Log Procedures
Attaching a Drawing
Copying a Drawing
Creating a New Drawing
Creating Reports
Editing a Drawing
Importing Drawing Logs
Managing the Notification List
Marking Up a Drawing/Using Brava
Multi-Editing Drawing Logs
Revising a Drawing
Revising Many Drawings
Uploading Many Drawings
Voiding a Drawing
Issues
Issues Buttons
Issues Tabs
Issues Icons
Issues Fields
Issues Interactions
Module Customization for Issues
Issues Procedures
Copying an Issue
Creating an Issue
Editing an Issue
Multi-Editing Issues
Processing an Issue
Routing an Issue
Sending an Issue
Meetings
Meetings Tabs
Meetings Buttons
Meetings Fields
Meetings Interactions
Module Customization for Meetings
Meetings Procedures
General Procedures
Attaching a Meeting
Copying a Meeting
Copying Forward Meeting Info
Creating a Meeting
Creating a Recurring Meeting
Creating a Report for Meetings
Editing a Meeting
Editing a Recurring Meeting
Locking a Meeting
Multi-Editing Meetings
Sending a Meeting Request
Viewing a Meeting
Viewing the Agenda
Viewing Meeting Minutes
Attendees Tab
Adding Attendees
Removing Attendees
Agenda Tab
Creating a Meeting Agenda
Creating a Task from a Meeting Agenda
Copying Agenda Items into Minutes
Minutes Tab
Creating Meeting Minutes
Sending Meeting Minutes
Permits
Permits Buttons
Permits Fields
Permits Interactions
Module Customization for Permits
Permits Procedures
General Tab
Creating a Permit
Editing a Permit
Sending a Permit
Multi-Editing Permits
One Call Item Tab
Editing a One Call Item
Punch Lists
Punch Lists Buttons
Punch Lists Fields
Punch Lists Interactions
Punch Lists Procedures
Copying a Punch List Item
Creating a Punch List Item
Deleting a Punch List Item
Editing a Punch List Item
Importing Punch Lists
Setting Up an Item for Quick Add
Using Quick Add
Viewing the Punch List Log
RFIs
RFIs Tabs
RFI States
RFIs Buttons
RFIs Icons
RFIs Fields
RFIs Interactions
Module Customization for RFIs
RFIs Procedures
Adding Comments to the RFI
Copying an RFI
Creating an RFI
Multi-Editing RFIs
Editing an RFI
Processing an RFI
Resolving the RFI
Responding to an RFI
Running RFIs Reports
Viewing the RFI
Viewing the RFI History
Viewing the RFI Response
Submittals
Submittals Tabs
Submittals Buttons
Submittals Icons
Submittals Interactions
Module Customization for Submittal Items
Module Customization for Submittal Packages
Submittals Fields
Submittal Items Fields
Submittal Package Fields
Submittal Grid Tracking Fields
Submittal Tab Tracking Fields
Submittals Procedures
General Procedures
Copying a Submittal Item or Package
Creating a Form Letter
Importing Submittals
Processing into an Issue
Responding to a Submittal
Revising a Submittal
Splitting a Submittal
Transmitting
Tracking
Tracking a Submittal Item
Tracking Submittal Company Data
Tracking Reviewing Company Data
Items Log
Editing Multiple Submittal Items
Editing an Existing Submittal Item
Creating a New Submittal Item
Packages Log
Adding New Submittal Items to a Package
Creating a New Submittal Package
Editing an Existing Submittal Package
Editing Multiple Submittal Packages
Revising a Submittal Package
Transmittals
Transmittals Tabs
Transmittals Buttons
Transmittals Icons
Transmittals Fields
Transmittals Interactions
Module Customization for Transmittals
Transmittals Procedures
Attaching a Transmittal
Adding Comments
Adding Items to a Transmittal
Copying a Transmittal
Creating a Transmittal
Creating Reports
Editing a Transmittal
Locking a Transmittal
Multi-Editing Transmittals
Removing Items from a Transmittal
Running Transmittal Reports
Sending a Transmittal
Signing a Transmittal
Viewing a Transmittal
Viewing the History
Voiding a Transmittal
Cost Management
Cost Management Product Features
Cost Management Permissions
Demos
Project Wizard Demo
Send Wizard Demo
CW Desktop Demo
Search Demo
Projects Demo
Tasks Demo
Bid Packages Demo
Bid Solicitations Demo
File Director
ASI Demo
Correspondence Demo
Design Review Demo
Drawing Log Demo
Meetings Demo
RFI Demo
Submittals Demo
Transmittal Demo
Budget Demo
CCD Demo
Master Agreement Demo
Payment Applications Demo
Contractor Payment Applications
Custom Fields Demo
Document Templates Demo
Common Cost Procedures
Creating a Cost Item
Defining a Rule
Processing a Document
Selecting a Budget Code
Updating a Budget Forecast
Program Funds
Program Funds Buttons
Program Funds Fields
Program Funds Interactions
Parent Fund - Child Fund Example
Program Funds Procedures
Adjusting a Program Fund
Creating a Program
Creating a Program Fund
Editing a Program Fund
Viewing the Program Fund
Viewing the Total Reserved History
Voiding a Program Fund
Master Agreements
Master Agreements Buttons
Master Agreement Fields
Master Agreement Interactions
Module Customization for Master Agreements
Master Agreement Procedures
Adding Comments
Creating a Master Agreement
Creating a Report
Creating an Exhibit
Editing a Master Agreement
Enable Master Agreements
Multi-Editing Master Agreements
Routing a Master Agreement
Using a Master Agreement
Viewing the History
Budget
Budget Tabs
Budget Buttons
Budget Fields
Budget Interactions
Budget Procedures
General Tab Procedures
Creating a First New Budget
Creating a Budget Template
Importing Budgets
Viewing a Budget Code
Budget Codes Tab Procedures
Copying a First Budget
Creating a New Budget Code
Creating a New Budget Forecast
Deleting a Budget Forecast
Deleting a Single, Existing Budget Forecast
Editing a Budget Forecast
Editing a Single, Existing Budget Forecast
Selecting a Budget Code
Budget Code Selector Fields
Viewing a Budget Forecast
Adjustment Tab Procedures
Creating a New Budget Adjustment
Editing a Budget Adjustment
Reactivating a Voided Budget Adjustment
Voiding a Budget Adjustment
Budget Funding Tab Procedures
Allocating Pro Rata to a Budget
Cost Events
Cost Events Tabs
Cost Events Buttons
Cost Events Fields
Cost Events Interactions
Module Customization for Cost Events
Cost Events Procedures
Copying a Selected Cost Item
Creating a Cost Item
Creating a Comment
Modifying a New Cost Event
Multi-Editing Cost Events
Selecting a Budget Code
Viewing/Printing a Budget Code
Cost Items
Cost Items Tabs
Cost Items Buttons
Cost Items Fields
Cost Items Interactions
Module Customization for Cost Items
Cost Items Procedures
Creating a Cost Item
Selecting a Budget Code
Modifying an Existing Cost Item
Multi-Editing Cost Items
Viewing a Cost Item
RFQs
RFQs Buttons
RFQs Icons
RFQs Fields
RFQs Interactions
Module Customization for RFQs
RFQs Procedures
Creating a New RFQ
Creating a Comment for an RFQ
Modifying an RFQ
Multi-Editing RFQs
Processing an RFQ
Using the Form Letter Wizard
Viewing/Printing an RFQ
Creating a Cost Item
CCDs
CCDs Tabs
CCDs Buttons
CCDs Icons
CCDs Fields
CCDs Interactions
Module Customization for CCDs
CCDs Procedures
Creating a New CCD
Editing a CCD
Filtering for a CCD
Multi-Editing CCDs
Processing a CCD
Routing a CCD for Approval
Sending a CCD
Viewing a CCD
Voiding a CCD
RCOs
RCOs Tabs
RCOs Buttons
RCOs Fields
RCOs Interactions
Module Customization for RCOs
RCOs Procedures
Adding Cost Items
Adding Markups
Creating a Comment
Creating a Cost Item
Creating a New RCO
Editing an RCO
Multi-Editing RFCs
Processing an RFC
Reporting for RCOs
Viewing an RCO
OCOs
OCOs Tabs
OCOs Buttons
OCOs Fields
OCOs Interactions
Module Customization for OCOs
OCOs Procedures
Adding Markups to an OCO
Adding Cost Items to an OCO
Attaching an OCO
Creating a Cost Item
Creating a New OCO
Creating a Cost Item
Editing an OCO
Multi-Editing OCOs
Processing into another Document
Processing into an SOV Heading
Reporting for OCOs
Selecting a Budget Code
Sending an OCO
Viewing an OCO
Contracts
Contracts Tabs
Contracts Buttons
Contracts Fields
Contracts Interactions
Module Customization for Contracts
Contracts Procedures
Adding an Exhibit to a Contract
Creating a Cost Item
Creating a New Contract
Editing an Exhibit of a Contract
Enabling Master Agreements
Multi-Editing Contracts
Processing a Contract
Removing an Exhibit
Selecting a Budget Code
Using a Master Agreement
Viewing a Contract
CCOs
CCOs Tabs
CCOs Buttons
CCOs Fields
CCOs Interactions
Module Customization for CCOs
CCOs Procedures
Creating a Cost Item
Creating a Contract Change Order
Editing a Contract Change Order
Multi-Editing CCOs
Processing a CCO into an SOV Heading
Viewing a CCO
Voiding a Contract Change Order
POs
POs Tabs
POs Buttons
POs Fields
POs Interactions
Module Customization for POs
POs Procedures
Creating a New PO
Deleting a Purchase Order Item
Editing a Purchase Order
Enable Master Agreements
Multi-Editing POs
Processing a PO
Using a Master Agreement
Viewing a Purchase Order
PO Tracking
PO Tracking Fields
PO Tracking Procedures
Creating an Invoice
Editing a Tracking Item
Tracking against a PO Item
Items Tab
Creating a Cost Item
Editing a Cost Item
Entering Purchase Order Items
POCOs
POCOs Tabs
POCOs Buttons
POCOs Fields
POCOs Interactions
Module Customization for POCOs
POCOs Procedures
Adding Items to a POCO
Creating a Cost Item
Creating a New POCO
Creating a Report for POCOs
Deleting a POCO Item
Editing a POCO
Multi-Editing POCOs
Viewing a POCO
Voiding a POCO
Owner RFP (ORFP)
Owner RFPs Buttons
Owner RFPs Fields
Owner RFP Interactions
Owner RFP Procedures
Attaching an Owner RFP
Creating an Owner RFP
Deleting an Owner RFP
Responding to an Owner RFP
Viewing an Owner RFP
Invoices
Invoices Tabs
Invoices Buttons
Invoices Fields
Invoices Interactions
Module Customization for Invoices
Invoices Procedures
Copying an Invoice
Creating a New Invoice
Creating a Comment for an Invoice
Editing a Single, Existing Invoice
Establishing the Defaults
Linking Invoices to Other Documents
Multi-Editing Invoices
Reactivating a Voided Invoice
Sending an Invoice
Viewing an Invoice
Voiding an Invoice
Pay Apps
Pay Apps Tabs
New/Edit Window
Pay Apps Buttons
Pay Apps Fields
Pay Apps Rounding Field
Pay Apps Interactions
Module Customization for Pay Apps
Pay App Procedures
Attaching to another Document
Creating a Non-SOV Pay App
Creating a Standard Pay App
Creating Cost Items for Existing Pay Apps
Editing a Payment Application
Multi-Editing Pay Apps
SOV Setup
SOV Setup Tabs
SOV Tab Procedures
Copying SOV Headings and Items
Creating an SOV Heading
Creating an SOV Item
Importing an SOV
Bonds
Bonds Buttons
Bonds Fields
Bonds Interactions
Bonds Procedures
Creating New Bonds
Editing Existing Bonds
Insurance
Insurance Buttons
Insurance Fields
Insurance Interactions
Insurance Procedures
Adding Additional Insureds
Creating a New Insurance Policy
Creating a Report
Viewing an Insurance Policy
Insurance Defaults
Insurance Defaults Buttons
Insurance Defaults Fields
Insurance Defaults Interactions
Insurance Defaults Procedures
Creating a New Insurance Default
Deleting an Insurance Default
Editing an Insurance Default
Adding Additional Insured Defaults
Viewing an Insurance Default
Addl Insured Defaults
Addl Insured Default Buttons
Addl Insured Default Interactions
Addl Insured Default Procedures
Creating an Addl Insured Default
Creating a Report
Viewing Addl Insurance Defaults
Contractor Change Reqs (CCR)
Contractor Change Reqs Buttons
Contractor Change Reqs Fields
Contractor Change Reqs Interactions
Contractor Change Reqs Procedures
Creating a CCR
Editing a CCR
Responding to a CCR
Creating a Cost Item for CCR
Viewing a CCR
Markup Formulas
Markup Formulas Buttons
Markup Formulas Fields
Markup Formulas Interactions
Markup Formula Example
Markup Formula Procedures
Create/Edit a Markup Formula
Creating Summary Groups
Establishing a Markup Item
Establishing a Subtotal
Use/Copy a Markup Formula
Risk Management
Risk Management Product Features
Risk Management Permissions
Workers Comp
Workers Comp Buttons
Workers Comp Fields
Workers Comp Interactions
Workers Comp Procedures
Checking the Spelling
Creating the Workers Comp Report
Editing/Deleting a Workers Comp Claim
Other Claims
Other Claims Buttons
Other Claims Fields
Other Claims Interactions
Other Claims Procedures
Checking the Spelling
Creating a New Claim
Editing/Deleting Other Claims
Site Inspections
Site Inspections Buttons
Site Inspections Fields
Site Inspections Procedures
Checking the Spelling
Creating a Site Inspection Report
Deleting a Site Inspection Report
Editing a Site Inspection Report
Notifying a User
Safety Record
Safety Record Buttons
Safety Record Fields
Safety Record Interactions
Module Customization for Safety Record
Safety Record Procedures
Checking the Spelling
Creating a New Safety Record
Editing a Safety Record
Viewing a Safety Record
Contractors
Contractors Product Features
Contractors Permissions
Demos
Project Wizard Demo
Send Wizard Demo
CW Desktop Demo
Search Demo
Projects Demo
Tasks Demo
Bid Packages Demo
Bid Solicitations Demo
File Director
ASI Demo
Correspondence Demo
Design Review Demo
Drawing Log Demo
Meetings Demo
RFI Demo
Submittals Demo
Transmittal Demo
Budget Demo
CCD Demo
Master Agreement Demo
Payment Applications Demo
Contractor Payment Applications
Custom Fields Demo
Document Templates Demo
Contractor RFIs
Contractor RFIs Buttons
Contractor RFIs Fields
Contractor RFIs Interactions
Contractor RFIs Procedures
Attaching Documents
Creating a Contractor RFI
Processing into a Formal RFI
Responding to an RFI
Receiving a Response
Viewing a Contractor RFI
Contractor Change Reqs (CCR)
Contractor Change Reqs Buttons
Contractor Change Reqs Fields
Contractor Change Reqs Interactions
Contractor Change Reqs Procedures
Create Cost Item for CCR
Creating a CCR
Editing a CCR
Responding to a CCR
Viewing a CCR
Contractor Pay Apps
New/Edit Window Overview
Contractor Pay Apps Tabs
Contractor Pay Apps Buttons
Contractor Pay Apps Fields
Contractor Pay Apps Interactions
Module Customization for Contractor Pay Apps
Contractor Pay Apps Procedures
Attaching to another Document
Creating a Standard Pay App
Creating a Non-SOV Pay App
Creating Cost Items for Existing Contractor Pay Apps
Editing a Payment Application
Multi-Editing Contractor Pay Apps
SOV Setup
SOV Setup Tabs
SOV Tab Procedures
Copying SOV Headings and Items
Creating an SOV Heading
Creating an SOV Item
Importing an SOV
Human Resources
Human Resources Product Features
Human Resources Buttons
Human Resources Fields
Human Resources Interactions
Human Resources Permissions
HR Modules/Procedures
Employee Info
Performance Journal
Confidential Info
Benefits
Wages
Dependents
Education
Evaluation
Attendance
Batch Updates
HR Setup
WWW Maintenance
Overview
WWW Maintenance Product Features
WWW Maintenance Permissions
Current Projects
Setup Fields
Setting Up Favorite Projects
Hot Topics
Community Update
Schedule of Activities
Progress Photos
Client Info
Client Info Fields
Changing Client Info
Client Photos
News
Portfolios
Data Maintenance
Data Maintenance Product Features
Data Maintenance Permissions
Demos
Project Wizard Demo
Send Wizard Demo
CW Desktop Demo
Search Demo
Projects Demo
Tasks Demo
Bid Packages Demo
Bid Solicitations Demo
File Director
ASI Demo
Correspondence Demo
Design Review Demo
Drawing Log Demo
Meetings Demo
RFI Demo
Submittals Demo
Transmittal Demo
Budget Demo
CCD Demo
Master Agreement Demo
Payment Applications Demo
Contractor Payment Applications
Custom Fields Demo
Document Templates Demo
Dashboard Templates
Dashboard Templates Procedures
Applying to a User
Assigning to a Page
Assigning to a User
Copying a Template
Editing a Template
Moving an Assigned User
Viewing Assigned Users
Custom Forms Setup
Custom Forms Setup Buttons
Custom Forms Setup Data Types
Custom Forms Setup Fields
Custom Forms Setup Interactions
Custom Forms Setup Procedures
Creating a Custom Form Template
Modifying a Custom Form Template
Custom Form Section
Adding a Company Custom Form Section
Deleting a Custom Form Section
Modifying a Custom Form Section
Custom Form Question
Adding a Custom Form Question
Deleting a Custom Form Question
Modifying a Custom Form Question
Document Templates
Document Templates Tabs
Document Templates Buttons
Document Templates Fields
Document Template Interactions
Document Templates Procedures
Adding Templates to your Project
Assigning to a Division
Creating (Uploading) a Template
Modifying an Existing Template
Using Password Protect
Form Letter Setup
Form Letter Setup Buttons
Form Letter Setup Fields
Form Letter Setup Interactions
Form Letter Setup Procedures
Assigning to a Division
Creating a New Form Letter
Editing an Existing Form Letter
Reactivating a Voided Form Letter
Viewing a Form Letter
Voiding a Form Letter
Links Maintenance
Links Maintenance Buttons
Links Maintenance Fields
Link Maintenance Interactions
Links Maintenance Procedures
Creating a Link
Deleting a Link
Using a Company Link
Lookup Tables
Lookup Tables Tabs
Lookup Tables Buttons
Lookup Tables Fields
Lookup Tables Interactions
Lookup Table Procedures
Values Tab Procedures
Creating a New Client-Wide Value
Creating a New Restricted Value
Editing a Lookup Table Value
Voiding a Lookup Table Value
Reinstating a Voided Value
Project Values Tab Procedures
Adding Values to a Project
Disassociating Values from a Project
Project Summary Setup
Project Summary Setup Tabs
Project Summary Setup Buttons
Project Summary Setup Fields
Project Summary Setup Interactions
Project Summary Setup Procedures
Creating a Checklist Question
Deleting a Checklist Question
Editing a Checklist
CSI Code Templates (Projects)
CSI Code Templates Buttons
CSI Code Templates Fields
CSI Code Templates Interactions
CSI Code Templates Procedures
Creating a New Template
Editing/Deleting Divisions
Importing CSI Codes and Divisions
Making Changes to the CSI Template Codes
Viewing an Existing Template
Standard CSI Codes (Divisions)
Standard CSI Codes Buttons
Standard CSI Codes Fields
Standard CSI Codes Interactions
Standard CSI Procedures
Creating CSI Codes and Divisions
Deleting a CSI Division
Cost Code Templates
Cost Code Templates Buttons
Cost Code Templates Fields
Cost Code Template Interaction
Cost Code Template Procedures
Adding Segment Values
Creating a Cost Code Template
Defining Cost Code Segments
Naming the Template
Setting Default Descriptions
Ledger Templates
Ledger Templates Buttons
Ledger Templates Interactions
Ledger Templates Procedures
Creating a Ledger Template
Creating Ledger Columns
Defining Data Rules
Developing Formulas for Calculated Columns
Budget Templates
Budget Templates Buttons
Budget Templates Fields
Budget Templates Interactions
Creating a Budget Template
Markup Formulas
Markup Formula Example
Markup Formulas Buttons
Markup Formulas Fields
Markup Formulas Interactions
Markup Formulas Procedures
Creating a Markup Formula
Establishing a Markup Item
Establishing a Subtotal
Input and Output Rules
Using a Markup Formula
Module Customization
Module Customization Tabs
Module Customization Buttons
Module Customization Fields
Module Customization Interactions
Budget and Cost Status Update Rules
Modules List
Alternates Customization
ASIs Customization
Bid Packages Customization
Bid Solicitations Customization
Bidder Groups Customization
Calls Customizations
CCDs Customizations
CCOs Customizations
Contractor Pay Apps Customizations
Contracts Customizations
Correspondence Customizations
Cost Events Customization
Cost Items Customizations
CW Desktop Customizations
Design Reviews Customizations
Drawing Log Customizations
Event Letters Customizations
File Director Customizations
Invoices Customizations
Issues Customizations
Master Agreements Customizations
Meetings Customizations
Daily Reports Customizations
OCOs Customizations
Pay Apps Customizations
Permits Customizations
Personal Tasks Customizations
POs Customizations
POCOs Customizations
Projects Customizations
Project Checklist Customizations
Project Inbox Customizations
Project Tasks Customizations
Project Wizard Customizations
RCOs Customizations
RFIs Customizations
RFQs Customizations
Safety Record Customizations
Submittal Items Customizations
Submittal Package Customizations
Transmittals Customizations
Module Customization Procedures
Attributes Tab
Custom Fields
Custom Fields Interactions
Custom Field Bookmarks
Custom Field Types
Demos
Project Wizard Demo
Send Wizard Demo
CW Desktop Demo
Search Demo
Projects Demo
Tasks Demo
Bid Packages Demo
Bid Solicitations Demo
File Director
ASI Demo
Correspondence Demo
Design Review Demo
Drawing Log Demo
Meetings Demo
RFI Demo
Submittals Demo
Transmittal Demo
Budget Demo
CCD Demo
Master Agreement Demo
Payment Applications Demo
Contractor Payment Applications
Custom Fields Demo
Document Templates Demo
Custom Fields Procedures
Adding Lookup Table Values for Custom Fields
Creating Custom Fields
Deleting Custom Fields
Standard Terms Tab
Creating Standard Terms
Routing (Setup) Tab
Routing Tabs
Routing Tabs Fields
Routing Interactions
Routing Process Diagram
Routing Procedures
Copying a Route
Defining a Route
Masking Tab
Copying a Masking Template
Creating a Masking Template
Labels Tab
Copying a Label Template
Creating a Label Template
Renaming a Module
Using the Default Module Name
Rules Tab
Rules Interactions
Defining a Rule
Exhibit Tab
Creating an Exhibit
User Maintenance
User Maintenance Product Features
Users
Users Buttons
Users Fields
Permissions
Creating/Editing User Permissions
Contractors Permissions
Cost Management Permissions
Cost Management Permissions
Data Maintenance Permissions
Document Management Permissions
File Management Permissions
Help Permissions
Human Resources Permissions
Maintenance/Company Permissions
Personal Organizer Permissions
Project Information Permissions
Project Organizer Permissions
Reporting Permissions
Risk Management Permissions
WWW Maintenance Permissions
Supervisor Granted Permissions
Users Procedures
Activating a User Account
Adding a User from a Contact
Adding a User to a Division
Applying/Copying a Profile
Assigning a Divisional Administrator
Changing the State
Copying a User’s Permissions
Creating a New User
Creating/Editing User Permissions
Deactivating a User Account
Editing a User Account
Promoting a Contact into a User
Removing a User Account
Resetting a User’s Signature Image PIN
Uploading an Image of a User’s Signature
Profiles
Profiles Buttons
Profiles Interactions
Profiles Procedures
Applying a Profile to a User Account
Copying an Existing Profile
Creating a New User Profile
Deleting an Existing User Profile
Editing an Existing User Profile
Establishing Auto Notifications
List all Users
List all Users Buttons
List all Users Fields
List all Users Interactions
List all Users Procedures
Obtaining User Lists
Login Aliases
Login Aliases Buttons
Login Aliases Fields
Login Aliases Interactions
Login Aliases Procedures
Creating a New Login Alias
Deleting an Existing Login Alias
Editing an Existing Login Alias
Announcement
Creating an Announcement
Assign Permission
Quick User Setup
Quick User Setup Buttons
Quick User Setup Fields
Quick User Setup Interactions
Quick User Setup Procedures
Copying a User’s Permissions
Setting Up a User
Help
Helpful Hints
Frequently Asked Questions
Links to Resources
Technical Requirements
Product Features
Miscellaneous Features
Bid Management Features
Contractors Features
Cost Management Features
Data Maintenance Features
Document Management Features
File Management Features
Help Features
Human Resources Features
Maintenance Features
Personal Organizer Features
Project Information Features
Project Organizer Features
Reporting Features
Risk Management Features
User Maintenance Features
WWW Maintenance Features
Brava!
Using Brava Viewer
Marking Up a Drawing
Autodesk Constructware Services & Support
Snapshot
API
BIM360 and Constructware Integration
WebDAV API for File Director
What's New in Constructware
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