| Document Type | Searchable Fields |
|---|
ASI | Action Requested CC Created By CSI Code Detail No. Disclaimer Drawing No. From Initial Estimate Time Instruction Details Modified By No. Notes Other Ref. Probable Cost Effect Probable Time Effect Reason for Instruction Remarks Spec. Section Status Subject To |
CCD | Add'l Signature Add'l Signature 2 Budget Status Category Cost - As Follows Cost - Unit of Measure Cost Status Cost Type Created By Description Disclaimer From Last Modified By No. Scope of Work Schedule Change (days) Status Changed By To |
Contract | Addenda Alternates Bond Letter of Credit Duration Bond Paid By Bond Payment Percent of Price Bond Performance Percent Category Company Address Contact (Company) Contract For Cost Status Created by CSI Code Description Drawings Exclusions Modified by No. Notes Other Other 1 Other 2 Other 3 Other Reference No. Primary Budget Code Progress Estimates Requisition By Retainage, Stored Materials Retainage, Work In Place Scope of Work Signed By Specifications Status Changed By Status Notes Tax Information |
CCO | Category Company Address Cost Status Created By Description Disclaimer From Long Description No. Notes Other Reference No. Primary Budget Code Schedule Change (days) Scope of Work Status Changed By To |
Contractor Pay App | Company Address Const. Mgr. Contract Contact Created By Distribute To Other 1 Title Distribute To Other 2 Title Doc Status Contact Doc Subject From Modified By No. Notary Notes Other Contact Title Pay App Type Reference No Retainage, Stored Materials Retainage, Work In Place Rounding Output Sent To Sent Via Signed By Sort Contracts By To Contact Witness |
Correspondence | Body CC cc (Other) Create Identical Copies For Created By CSI Code Enclosures From Modified By No. Notes Notify Pages Reason Status Status Changed By Subject To |
Cost Event | Budget Status Category Cost Status Created by Description Disclaimer Expected Final Time Funded By Initial Estimate Time Initiated By Long Description Modified by No. Notes Notify Other Reference No. Responsible Scope of Work Status Changed By Type |
Cost Item | Actual Child Qty Budget Code Budget Status Category Contact (Company) Cost Status Created By Created Using CSI Code Deliver Location Description Disclaimer DocSubType Funded By Initiated By Markup Rate Material Category Modified By No. Notes Notify Other Reference No. Product No. Qty Rejected Reference No. Rental Duration Rental U.O.M. Scope of Work Serial No. Status Changed By Type U.O.M. |
Design Review | Created By CSI Code Detail/Section Discipline Modified By No. Notify Primary Responder Primary Response Priority Recommendation Resolution Resolution Notes Resolve Design Reviews Responders Response Notes Response Notification Review Stage Reviewer Reviewer Notes Reviewer Response Status Status Changed By Subject |
Design Review Response | Created By Description Modified By No. Responder Response Response Note Status Changed By |
Drawing | Author Created By Description Discipline Issue Set Issued By Modified By No. Notes Notification Origin Other Ref. No. Percent Complete Revision No. Status Status Changed By Title Type |
File Director | Checked Out By Checked Out To Created By Discipline Issue Set Issued By Modified By No. Notes Owner Revision Status Status Changed By Title Type |
Invoice | Category Cost Status Created by Description From Long Description Modified by No. Notes Other Charges Budget Code Other Charges Description Other Reference No. Record No. Status Changed By Tax Budget Code Tax Rate To Type Vendor Invoice No. |
Issue | Category Created By Document Status Changed By Initial Estimate Time Last Modified By No. Notes Notify Outcome Owner Responsible Status Subject |
Meeting | Announcement Attendee Attendee Notes Created By Location Modified By No. Notes After Meeting Items Notes Before Meeting Items Organized By Prepared By Series Description Series Name Series No. Status Changed By Subject Type |
Meeting Agenda | Agenda Details Author Companies Contacts Created By Desired Outcome Item Category Item No. Item Type Modified By Status Changed By Summary |
Meeting Minute | Author Companies Contacts Created By Desired Outcome Discussion Details Item Category Item No. Item Type Modified By Status Changed By Summary |
Meeting Series | Author Created By Description Modified By Monthly Interval Specific Monthly Interval Specific Day Name No. Status Changed By |
OCO | Additional Signature Budget Status Category Created By Description Disclaimer From Long Description Modified By No. Notes Notify Other Reference No. Scope of work Status Changed By To |
Pay App | Company Address Const. Mgr. Created By Distribute to Other 1 Title Distribute to Other 2 Title Doc Status Contact Doc Subject From Modified By Notary Notes Other Contact Title Pay App No. Pay App Type Reference No Retainage, Stored Materials Retainage, Work In Place Rounding Output Sent To Sent Via Signed By To Contact Witness |
Permit | Agency Applicant Author Created By Description Inspectors Modified By Notes Permit No. Request No. Reviewers Status Changed By Type |
Purchase Order | Approved By Category Company Address Contact (Company) Cost Status Created by Delivery Requirements Description F.O.B. Point Invoice Requirements Description F.O.B. Point Invoice Requirements Invoice To Invoice To Address 1 Invoice To Address 2 Invoice To City Invoice To State Invoice To Zip Modified by No. Notes Notes (after line items) Notes (before line items) Other Charges Budget Code Other Charges Description Other Reference No. PO For Primary Budget Code Requisition By Send Via Ship To Ship To Address 1 Ship To Address 2 Ship To City Ship To State Ship To Zip Signed By Status Changed By Status Notes Tax Budget Code Tax Rate Terms of Payment |
POCO | Category Company Address Contact (Company) Cost Status Created by Delivery Requirements Description F.O.B. Point Invoice Requirements Invoice To Invoice To Address 1 Invoice To Address 2 Invoice To City Invoice To State Invoice To Zip Modified by No. Notes Notes (after line items) Notes (before line items) Other Charges Budget Code Other Charges Description Other Reference No. POCO For Primary Budget Code Requisition By Schedule Change (days) Send Via Ship To Ship To Address 1 Ship To Address 2 Ship To City Ship To State Ship To Zip Signed By Status Changed By Status Notes Tax Budget Code Tax Rate Terms of Payment |
RCO | Additional Signature Budget Status Category Created By Description Disclaimer From Long Description Modified By No. Notes Notify Other Reference No. Scope of work Status Changed By To |
RFI | Action Requested CC Created By CSI Code Detail No. Disclaimer Drawing From Information Requested Initial Estimate Time Modified By No. Notes Notify Other Ref. Primary Responder Primary Response Priority Probable Cost Effect Probable Time Effect Reason For Request Recommendation Resolution Notes Resolve RFIs Responders Response Notification Status Status Changed By Subject |
RFI Response | Created By Modified By No. Responder Response Subject |
RFQ | Category Created By Description Disclaimer From Funded By Long Description Modified By No. Notes Notify Other Reference No. Ref No. Scope of Work Status Changed By To |
Submittal Item | BIC Created By Item CSI Code Item Description Item No. Item Notes Item Status Item Type Last Modified By Primary Response Primary Reviewer Primary Reviewer Notes Reference No. Responsible Team Member Reviewers Status Changed By Submission Notes Submitting Company Submitting Company Contact |
Submittal Item Response | Created By Description Modified By No. Notes Response Reviewer Status Changed By |
Submittal Package | Created By Last Modified By Pkg. Description Pkg. No. Pkg. Notes Primary CSI Code Primary Reviewer Reviewers Status Changed By Submitting Company |
Transmittal | CC cc (Other) Company Address Create Identical Copies For Created By CSI Code From Items are being Sent ItemsInfo Modified By No. Notes Notify OtherText Pages Remarks Status Changed By Subject To Tracking No. Via |
Transmittal Item | Action Author Copies Created By Description Modified By No. Parent No Reason Status Changed By Submittal Response Submittal Status |