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and Customized Forms

Workflows define the many process flows in a project. Customized workflow forms are initiated from the Project home and have key information pre-filled from existing project setting information.  This includes Roles that will review or approve each workflow, costs, budgets, and job sites.  At the top of each form, flow box diagrams layout out where the workflow is at in the life cycle, and what is left to do. 


Workflows can be customized to meet your exact needs and some available are: 

  • Budget Reallocation (Link to Form?) 

  • Document Approval 

  • Design Documents 

  • Consultant Invoice for Payment 

  • Request for Information (RFI) 

  • Submittal Review 

  • Contractor Application for Payment 

  • Construction Change Directive (CCD) 

  • Request for Proposal (RFP) 

  • General Allowance 

  • Specific Allowance 

  • Change Order 

  • Substantial Completion 

  • Project Closeout 

  • Punchlist 

  • Contract Signatures 

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