Projects can only be created at the regional company level; depending on how your TriBuild CM site is setup, using the left hand menu, the user must navigate down to a branch level before a user can see and/or create a project.

Once a regional location is selected; the user must define the regional office they want to assign the project to.

Once the user has navigated to the correct branch location the left hand menu will display an 'Add Project' Button.

Project Type Tab:

The Work-space will display the Add Project template; the first tab is defining the project type/phase.

Preconstruction projects are jobs that the company is bidding on.  Construction projects are jobs which the company has already been awarded.  The user select one of these types to proceed; the user is asked 2 questions:

Will the user be creating this project manually, or will they use a Preconstruction project?  If the user creates this project using manual entry they can select either the General Information button at the bottom left, or click on the General Information tab at the top.

If the user chooses to create the project using a preconstruction project, they will be asked to select which bid phase project they want to use.  They can either select the General Information button or tab to go to the next step.

General Information Tab:

The Project Name is the only required field to create a project; all other fields are optional, and can be populated at a later date.

The project number and Estimate number fields are to be used for the companies own internal number system.  These are not required to enter a project into the system.  The Project Address fields are interactive with Google Maps.

  • The Construction Type field allows a user to define the project based upon a predefined list; New construction, Renovation/Addition or Retrofit.
  • The Building Type field allows a user to define the project as one of many predefined ICI type of projects
  • The Project Description field is a simple text editor which allows a user to populate a brief description of the project.
  • A user can either go back to the Project Type tab, or go to the Client Information tab.  If the user has populated all of the information at this time, they will be able to select the Finish button to save the project.

Client Information Tab:

The Client Information tab allows a user to populate both the company who they have a contract with, as well as the owner of the project.  The Client Information section only allows a companies which have been added to the directory, there is no add on the fly type of function to the directory.  If the Company entered into the directory is incomplete (i.e. no address information), than this page will only be partially populated.  The other option is to manual enter in all information.  This information will only reside in this project, and would have to be manually entered in on another project (if required).

The Owner section is populated in the same way; only companies which have been entered into the directory will be populated in the drop down menu.  Otherwise the user will have to enter into all of the data manually.  The user is able to go back to the General Information tab, move on to the Advanced Details tab, or click the Finish button.

Advanced Details Tab:

The Advanced Details tab allows a user to record project specific information:

  • Is there a Bond Required for the project, and if so how much.
  • ParticipationMBE - Minority Business EnterpriseWBE - Women Business EnterpriseDBE - Disadvantaged Business EnterpriseSBE - Small Business Enterprise
  • Labor TypeNon-UnionUnion
  • Wage TypePrevailing Wage - In government contracting, a prevailing wage is defined as the hourly wage, usual benefits and overtime, paid to the majority of workers, laborers, and mechanics within a particular area. This is usually the union wage.Merit Wages - Also known as pay-for-performance, is defined as a raise in pay based on a set of criteria set by the employer.
  • Tax Requirement % - Is the tax rate to be used for the duration of the project
  • Tax Exemption Certificate - Is the monetary exemption of persons, property, income, or transactions from taxes that would otherwise be levied on them. Tax-exempt status can provide complete relief from taxes, reduced rates, or tax on only a portion of items. Examples include exemption of charitable organizations from property taxes and income taxes, veterans, and certain cross-border or multi-jurisdictional scenarios.

The user is able to go back to the General Information tab, move on to the Advanced Details tab, or click the Finish button.

Insurance Tab:

TriBuild has expanded the the Project Details function to allow for a new user definable insurance on the project in TBCM.

 

 

Insurance Types

The project insurance type drop down menu allows the user to select what insurances are required on this project.

  • OCIP - Owner Controlled Insurance Program is an insurance policy held by a property owner during the construction or renovation of a property, which is typically designed to cover virtually all liability and loss arising from the construction project
  • CCIP - Contractor Controlled Insurance Programs typically provide general liability insurance, workers compensation and excess liability coverage for the length of a construction project for all or a majority of the parties involved, rather than requiring each participant to be responsible for the procurement of their own insurance.
  • Traditional - Is where the contractor is responsible for providing their own general liability insurance, workers compensation and excess liability coverage for the length of a construction project.

If the project has either OCIP or CCIP there's not much to enter in, as the project insurance is being handled by other parties.  If Traditional is selected the contractor must be able to record the types of insurance required for the project.  To record different insurance types:

  1. Click the 'Add Policy' button to add blank lines
  2. Use the Category drop down menu to select the type of insurance
  3. Enter in the Amount, Date Ordered, Date Received, Expiration date, and any Comments the user wants to add.

 

Users are also able to upload copies of the insurance documents through the 'Add' file function.

The user is able to go back to the General Information tab, move on to the Advanced Details tab, or click the Finish button.

Project Team Tab:

Adding people to projects allows for easier communication with those who are directly involved in the project.  Certain menus within a project, such as the RFI module, only displays project members.   

Before Getting Started:

  • Only users with Project or Company Manager roles can add people to a project.
  • Adding a person to a project does not make them a user.
  • Project Members can't log-in to TriBuild CM and view project information unless they are made a user.

From the for screenshot below, note the following:

  1. Project Team members tab is located in the Project Setup section.
  2. The Existing Project Team Members list should be blank when creating a new project.
  3. People in the address book are located in the right section.
  4. Select the + icon next to the person's name to be added to project.
  5. Select - icon to remove someone from the project. 
  6. Be sure to select Finish to save the changes.  

 

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