| Feature |
Location
Master |
Document
Collaboration |
Master
Schedules |
Contract
Administration |
Capital
Budgets |
| Platform & User Interface |
| Structured for real estate portfolio management |
| Organized around locations, projects, regions, departments, internal teams and external consultants |
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| Based on standards & best practices, yet fully adaptable |
| Custom site, building, project, and store design attributes |
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| Custom labeling and organization of application items |
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| Custom attributes for businesses and contacts in the directory |
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| Custom page layouts using any existing web-parts |
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| Custom (unlimited) project and schedule types and templates |
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| Custom workflows and email notifications |
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| Personalized experience for each user |
| Tailor each user’s view to only the appropriate, relevant items |
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| Create lists of frequently accessed locations, projects and items |
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| User-focused dashboard displaying items requiring attention |
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| Robust access control with numerous ways to define it |
| Configure permissions to meet exact business requirements |
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| Control each user’s access to every application item |
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| Define roles and apply them multiple users |
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| Auto-assign roles in templates predefining access to items |
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| Fully hosted software as a service |
| 24/7 access from any web-enabled device |
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| Support for all major browsers: IE, Safari, Chrome and Firefox |
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| Custom branding, with your logos and a unique URL |
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| Integrated web-based document viewer and mark-up tool |
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| Full session 128 Bit SSL encryption |
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| Virus scans on all servers and uploaded documents |
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| Actively monitored error reporting and failed logins |
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| Self -administered strong passwords |
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| Physically secure and recoverable data, with high uptime |
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| Fully Redundant, Load Balanced Network Equip. and Servers |
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| Backups hosted off-site |
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| Seven Layers of security including guards and biometric scans |
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| Structure built to Seismic Zone 3 |
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| Fail Over Generator Power (N + 2 redundancy) |
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| Helipad to replenish fuel & Onsite Wells for HVAC |
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| Portfolio |
| Search & Reporting |
| All uploaded documents are indexed and full-text searchable |
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| Search entire enterprise or limit scope to specific area |
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| Create ad-hoc reports based on multiple, complex criteria |
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| Over 30 industry standard, real-time reports provided |
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| Integrated directory |
| Organize businesses and contacts; designate administrators |
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| Add specialized data points (e.g. minority owned business) |
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| Track employment history |
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| Associate relationships between employees and consultants |
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| Query for services provided |
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| Query for associated active or historical projects |
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| Portfolio Archives Management |
| Query Location, Store and Project Historical Archives |
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| Review & Analyze Results |
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| Compare Statistics and review Metrics |
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| Collaboration workspaces |
| Congregate users by department, team, or region |
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| Gather all relevant documents and audit their access |
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| Publish standards, news items, and links |
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| Design Prototype Change Management |
| Manage the Approval Process and Distribute |
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| List Affected Projects related to change |
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| Track Change Attributes |
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| Track Consultants Affected & Estimated Costs for each change |
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| Track Schedule Impact |
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| Project Level Acceptance or Rejection of each change |
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| Location, Building & Store |
| Classification & Design Attributes |
| Track all physical and non-physical attributes, for example: |
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| building structure, components and materials |
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| various square footage amounts |
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| number of floors, registers, and parking spaces |
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| Alias fields to reflect your naming conventions |
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| Create reports across multiple locations or store attributes |
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| Document Repositories & Collaboration |
| Centralize as-built, warranties and leases in a secure place |
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| Tightly control access to all documents |
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| Accepts all known file formats |
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| Folder hierarchies structured how you work |
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| Document versioning, with version notes and roll-back |
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| Email notifications on document activity |
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| Indexed for full-text searching and scanned for viruses |
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| Review and mark-up documents within the browser |
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| Lease Administration |
| Track property and lease attributes |
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| Store property management and lease documents |
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| Strategically link lease management and site ID teams |
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| Collaborate on property management and lease documents |
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| Access to key contact information |
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| Store photo libraries of raw and existing conditions |
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| Strategic view of sites and leases |
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| Track critical lease and renewal dates |
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| Review critical lease dates through reports and dashboards |
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| Warranty & energy rebate tracking |
| Centrally store all utility rebate and warranty documentation |
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| Report the status of warranties across your portfolio |
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| Track critical information including expiration and if-voided |
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| Report the status of energy rebates across your portfolio |
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| Track rebate statuses, with all related correspondence |
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| Project |
| Classification & attributes |
| Track all physical and non-physical attributes |
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| Alias fields to reflect your naming conventions |
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| Create project templates for each location and project type |
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| Query and build reports using any combination of attributes |
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| Project dashboard |
| Designate a location or project image |
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| View five day weather forecast and any severe weather alerts |
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| Link to Google maps |
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| Publish shortcuts to important folders and documents |
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| View overdue and upcoming (next seven days) schedule items |
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| Create up to four notepads to track critical project activity |
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| Access most recent project and construction photos |
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| View key project team members |
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| Project directory |
| Organize businesses and contacts related to projects |
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| Access to key contact information |
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| Project Document Repositories & Collaboration |
| Centralize project documentation in a secure place |
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| Tightly control access to all documents |
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| Accepts all known file formats |
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| Folder hierarchies structured how you work |
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| Document versioning, with version notes and roll-back |
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| Email notifications on document activity |
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| Indexed for full-text searching and scanned for viruses |
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| Review and mark-up documents within the browser |
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| Photo libraries |
| Create sorted and annotated slide show of site conditions |
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| Upload multiple photos at a single time |
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| Photos auto-compressed and optimized |
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| Custom watermark applied to every photo |
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| Scheduling |
| Track baseline, projected and actual dates |
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| Track percent complete |
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| Specify dependencies, predecessors, and concurrent tasks |
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| Define unlimited work steps |
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| Record notes outlining progress, obstacles or cooperation |
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| Specify responsible party |
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| Automatically calculate dates, |
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| Calculate multiple nested “if” calculation paths per date |
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| Adjust project timeline from start or end dates |
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| Specify which day of the week a task will occur |
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| Create unlimited schedule templates for each project type |
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| Real-time progress reporting for entire portfolio |
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| Real-time progress reporting for department, region or project |
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| Modify standard reports or create entirely custom reports |
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| View report as a Gantt Chart |
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| Bidding |
| Fully documented and transparent communication |
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| Bid advertisement integrated with company directory |
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| Dedicated ‘Plan Rooms’, with site specific bid instructions |
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| Electronically broadcast addendum to all bidding contactors |
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| Facilitate communication with email notifications |
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| Process auditing through automated reporting |
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| RFI’s submitted and responded to with transparency |
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| Project administration & cost control |
| Requests for Information |
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| Architect’s Supplemental Information |
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| Submittals |
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| Contractor Contracts |
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| Contract Summary |
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| Pay Applications |
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| Change Orders |
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| Change Order Proposals |
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| Proposal Requests |
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| Construction Change Directives |
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| Consultant and Sub-consultant Contracts |
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| Contract Summary |
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| Invoices |
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| Amendments |
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| Purchase Orders |
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| Standard web forms, based on best practices |
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| Custom labeling, statuses and fields supported |
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| Email notifications to select users when status changes |
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| Workflow provided for all administrative documents |
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| Budget controls |
| Real-time all-in budgets |
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| Track prelim. through actual |
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| Track across departments |
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| Custom workflows & approvals |
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| Model your WBS & CSI |
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| Comparison estimating |
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| Track & compare actuals |
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| Translate views in real time: |
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| CSI |
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| Uniformat |
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| Budget Owner |
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| Depreciation |
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| Finance |
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| Building Location |
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| Schedule of Values |
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| Unlimited line items & levels |
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| Version Control |
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