Projects
A project is any real estate, construction or facilities management work done to a
building or property, regardless of size or scope. site|folio supports an unlimited
number of projects per site – whether constructing a new building, adding an addition
or remodeling a bathroom – thereby centralizing all work done at a given site.
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issue & schedule tracking
site|folio’s issue & schedule tracking functionality simplifies the efforts of field- and office-level users to track and update all outstanding tasks, issues and dates for a project. Straightforward, weekly reports give a synopsis of the entire project, while project phases and tasks contain detailed views of progress.
project roster
The project roster lists all businesses, organizations and individuals associated with a project and defines the role or responsibility of each party. Project rosters are integrated with the site|folio’s enterprise directory, ensuring consistent, current contact information across all projects.
contract & correspondence management
site|folio’s contract & correspondence management functionality is a solid foundation for creating and tracking all architectural, contractor and consultant contracts. Generate any standard contract document. Define workflows and approvals per your correspondence process requirements. Then let site|folio automatically calculate (monetary) changes to a contract as documents are amended and approved.
budget management
site|folio’s budget management system enables a project team to consider and create multiple variations of a potential budget, including hard and soft costs. Once a single budget is selected, track the original breakdowns and any changes through preliminary estimates, approvals and bids.
file, drawing & photo library
A project’s file, drawing & photo library contains all project-related electronic files – sorted by project phase for ready access. Visually monitor construction progress, review site conditions, and re-evaluate plans from a central location, in the context of the entire project.
project classification
The project classification is a collection of data that describes the project’s non-physical features – such as type, status, licensing and a host of customized fields defined by an organization. The power of possessing this data, and having easy access to it, is realized most when searching for similar projects or assessing a group of projects.
physical archive submittal & request
Project team members can ‘plug-in’ to the physical archives management system from within any project. Review the statuses of and request existing archives or submit new items – specifically for the given project. Archive organization and access is effortless.
change request notification & response
Project team members – including identified external contractors and consultants – are automatically ‘plugged-in’ to the change request management system. They are notified each time a change request pertains to their project and are required to respond promptly. With this functionality, site|folio raises accountability to a new level.
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