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Workflows

Interactive Workflow Diagrams

Click a box below to view the related tutorial.

 

Create a Record for a Payment Received
Create a Record for a...

 

END
END

 

 

Configure Settings: Funding
Configure Settings: Fu...

 

START
START

 

Create Fundings
Create Fundings

 

Edit the Advanced Settings on a Funding
Edit the Advanced Sett...

 

Add Line Items to the SOV
Add Line Items to the...

 

Create the SOV from the Project's Budget
Create the SOV from th...

 

Import the SOV from a CSV File
Import the SOV from a...
Update the Schedule of Values on a Funding
Update the Schedule of Values on a Funding

 

Email a Funding
Email a Funding

 

Create a Funding Invoice
Create a Funding Invoi...

 

Email a Funding Invoice
Email a Funding Invoic...
Approve a Funding
Approve a Funding

 

Create a Funding Change Order
Create a Funding Chang...
Change Order
Change Order
Invoice
Invoice
Create a change order or an invoice?
Create a change order or an invoice?
Have you received payment from the funding source?
Have you received payment from the f...

 

Approve or Reject Funding Change Orders
Approve or Reject Fund...
LEGEND
LEGEND
Project Manger/Owner
Project Manger/Owner
Funding Source
Funding Source
Funding 'Admin'
Funding 'Admin'
Funding Tool
Funding Tool
Change Orders Tool
Change Orders Tool