Projects
Articles about Projects.
25 articles
- Respond to an RFI (CEI)How a CEI user acknowledges a submitted RFI, writes a response, attaches supporting documents, and submits the answer to the contractor.
- Create and send an RFICreate an RFI, complete the request details, link related requests, edit a draft, then submit it to the CEI or publish it to a contractor.
- Complete, track, and export RFIsReview a CEI response and complete an RFI, track requests with the list and Ball in Court, and export a single RFI or the full list.
- Add attachments to an RFIAttach drawings, photos, and documents to an RFI request or CEI response, add reference details, and edit or remove attachments.
- Submittals overviewWhat a submittal is, how submittals fit into Oversite, the fields on a submittal, the statuses and dispositions they move through, who can do what, and links to every submittals…
- View, filter, and export submittalsOpen the Submittals list in Oversite, read the table columns, filter by status, and export a single submittal or the whole list to PDF or CSV.
- Move a submittal through reviewMove a submittal through review in Oversite: submit it, acknowledge it, begin a review, set a disposition, create a revision, and close it out.
- Create a submittalCreate a submittal in Oversite by filling in the details yourself or uploading a PDF, then edit a draft, add attachments, reorder drafts, and delete a draft you no longer…
- Include material certificates in a pay requestAdd PDF certificate documents to a pay request export so the certification package travels with the invoice.
- Run the Material Certification Shortage ReportCompare placed quantities against certified quantities across a project to catch items short on certification before you bill.
- Add and manage material certifications on an itemAdd a certification to an item, flag items that need one, view usage, edit and delete certificates, and understand what locks after an item is billed.
- Material Certifications overviewWhat Material Certifications track, what the certification statuses on your items mean, and how the feature connects to items, daily inspections, pay requests, and reports.
- Creating a ProjectA walkthrough of creating a new Project.
- Project RetainageTurn on project-level retainage and set the percentage held back on each pay request.
- Project Rules and WorkflowA quick overview of the rules and workflows associated with projects.
- Withheld Items ReportView all withheld items in a project or group, and when they were released.
- Project & Group ReportsView and export different project & group-level reports.
- Using the File CabinetStore important files related to your projects.
- Project & Group DashboardQuick access to important project and group metrics.
- Automatically hold uncertified items from pay requestsHow the Material Certification Hold project setting holds uncertified items off new pay requests, and how to turn it on or off.
- Stockpiling - Maximum Storage AmountWhat the Maximum Storage Amount setting controls, and how to set the cap on how much of an item can be stockpiled.
- Stockpiling - Maximum Partial PaymentWhat the Maximum Partial Payment setting controls, and how to set the largest partial payment allowed on a stockpile.
- Stockpiling - Minimum Partial PaymentWhat the Minimum Partial Payment setting controls, and how to set the smallest partial payment allowed on a stockpile.
- Requests for Information (RFIs) overviewWhat an RFI is, how RFIs fit into Oversite, the fields on a request, the statuses and Ball in Court, who can do what, and links to every RFI task.
- PunchlistsThis guide explains how to use the Punch List feature in Oversite to track, manage, and resolve outstanding tasks on your construction projects.