The following table contains the Data Maintenance product features.
| Feature | Purpose |
|---|---|
Custom Forms Setup | Create a variety of different checklists. |
Document Templates | Upload document templates created in Word with bookmarks. |
Form Letter Setup | Used to create form letters that can be used to create Correspondence about other documents in Constructware. Form Letters are canned letters that are populated with bookmarks that act as "pointers" to information in Constructware, resulting in customizable Correspondence records. |
Links Maintenance | Add/edit the hyperlinks found within Company Links. |
Lookup Tables | Edit any of the drop-down (soft list) used throughout Constructware. |
Project Proposal Setup | Modify questions used in Project Information/Project Proposal. |
Project Summary Setup | Modify questions used in the Project Information/Project Summary. |
Prebid Checklist | Modify questions used in the Project Information/Prebid Checklist. |
CSI Code Templates | Create/edit CSI code templates. |
Standard CSI Codes | List of industry standard CSI codes that can be edited. |
Cost Code Template | Create a template of the account codes to be applied at the project level to capture project costs. |
Ledger Template | Create a structure for columns in the Cost to Complete Report. Should be setup initially or reviewed by experienced Cost Engineer or Accountant. |
Budget Templates | Create the framework for budget codes that can be utilized when establishing a project budget. |
Markup Formulas | Create customized markups to be applied at the project level. Multiple markups can be created and compounded, as required. |
Module Customization | Create customized numbering schemes and default attributes for applicable Cost Management and Correspondence. Create custom fields to capture specific information and values that are unique to your organization. |
Convert Statuses | Enables the statuses of some or all of Cost Management documents in Constructware to be changed. Changing the status of a document moves its associated costs from one column of the ledger to another, or removes it from the ledger entirely. This will affect the output of certain reports and views of cost documents, such as the Cost To Complete report. |