The following table contains the Data Maintenance product features.
Custom Forms Setup
Create a variety of different checklists.
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.
Add/edit the hyperlinks found within Company Links.
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.
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.
Create a structure for columns in the Cost to Complete Report. Should be setup initially or reviewed by experienced Cost Engineer or Accountant.
Create the framework for budget codes that can be utilized when establishing a project budget.
Create customized markups to be applied at the project level. Multiple markups can be created and compounded, as required.
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.
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.