Sage Master BuilderDocument Control

by Jim SchuettSMB Report Writer / Advisor

SMB Document Control

“A Bag Full of Tricks!”

DOCUMENT CONTROL

• Requests for Proposal• Requests for Information• Transmittals• Submittals• Plan Records• Daily Field Reports• Punch Lists• Correspondence• Project Hot List

SMB Document Control“A Bag Full of Tricks!”

Sage Master Builder’s Document Control module provides Complete Control of All Your Project Management Documents.

These include:Requests for Information (RFIs), Requests for Proposal (RFPs), Transmittals, Submittals, Daily Field Reports, and Correspondence.

SMB Document Control“A Bag Full of Tricks!”

Document Control tools Help You Manage

Correspondence, keep track of Project Plans, maintain a Project Hot List, and stay on top of Punch List items.

A customizable template makes Daily Field Reports accurate and easily accessible.

SMB Document Control“A Bag Full of Tricks!”

When using the functionality of Document Control, All Your Documents Integrate

with Estimating, Change Orders, Purchase Orders, Subcontracts, and Payroll.

This makes the process of project management Complete, Fast, Accurate, and Reliable.

SMB Document Control“A Bag Full of Tricks!”

REQUESTS FOR PROPOSAL

SMB Document ControlREQUESTS FOR PROPOSAL

Enter into screen, or export directly from Takeoff.

SMB Document Control

REQUESTS FOR PROPOSAL

Print RFP

NOTE: Form not SMB Standard Form

SMB Document Control

REQUESTS FOR PROPOSAL

Track Attachments & Routing

SMB Document Control

REQUESTS FOR PROPOSAL

Create Purchase Order

SMB Document Control“A Bag Full of Tricks!”

REQUESTS FOR INFORMATION

SMB Document ControlREQUESTS FOR INFORMATION

Request For Information (RFI) is a document you send to general contractors, architects, or engineers asking for information.

When you receive the information, you can include it in the RFI record.

There is a Business advantage to adding information about clients or vendors. When you enter such information on a request for information, the document is legally traceable.

SMB Document Control

REQUESTS FOR INFORMATION TRACK:

Names:Sent ByAnswered By--------------------------------

Dates:SentReceived---------------------------------

EasilyIdentifyDocument Type

SMB Document Control

REQUESTS FOR INFORMATION

PrintRFI

NOTE: Form is SMB Standard Form

SMB Document Control

REQUESTS FOR INFORMATION

Track Attachments & Routing

SMB Document Control“A Bag Full of Tricks!”

TRANSMITTALS & SUBMITTALS

SMB Document ControlTRANSMITTALS

A transmittal is a cover sheet that lists all the documents being sent.

The individual to whom you sent the documents signs the transmittal as proof that all the items were received.

SMB Document Control

TRANSMITTALS

Track Routing

SMB Document Control

TRANSMITTALS

Track Routing

SMB Document ControlSUBMITTALS

You can provide submittal documents with all material samples supplied to the general contractor, client, vendor, or architect.

The submittal lists each sample you are providing for review.

SMB Document ControlSUBMITTALS

Track Routing

SMB Document Control

SUBMITTALS

Print Submittal

SMB Document Control“A Bag Full of Tricks!”

PLAN RECORDS

SMB Document ControlPLAN RECORDS

You can enter and track the revisions made to plans.

In addition, you can track who has received the plans.

SMB Document Control

PLAN RECORDS

Track PlanDistribution

SMB Document Control

PLAN RECORDS

Print PLAN RECORDS

SMB Document Control“A Bag Full of Tricks!”

DAILY FIELD REPORTS

SMB Document ControlDAILY FIELD REPORTS

Track the conditions and events that occur at the job site on a daily basis.

Track the employees and subcontractors working on the job,

what equipment was used, and how many units of work were completed.

Track incidents, meetings, and field orders.

SMB Document

ControlDAILY FIELD REPORTS

Sample of Printed Daily Field Report

EMPLOYEES

SUBCONTRACTORS

EQUIPMENT

UNITS

INCIDENTS

MEETINGS

ORDERS

SMB Document ControlDAILY FIELD REPORTS

Import Data to Payroll Timecards!

SMB Document ControlDAILY FIELD REPORTS

Have Supervisors / Crew Leaders Submit Report Daily

SMB Document ControlDAILY FIELD REPORTS

Report Daily Employee Time at Site

Report Daily Weather Conditions at Site

SMB Document ControlDAILY FIELD REPORTS

Report Daily Subcontractor Activity at Site

SMB Document ControlDAILY FIELD REPORTS

Report Daily Equipment Usage at Site

SMB Document ControlDAILY FIELD REPORTS

Report Daily Units Completed at Site

SMB Document Control

DAILY FIELD REPORTS

Report Daily Incidents at Site

You can create incident types to track events on the work site.

Example of incident types:

SMB Document Control

DAILY FIELD REPORTS

Report Daily Meetings at Site

You can create Meeting Types to track events on the work site.

Example of meeting types:

SMB Document Control

DAILY FIELD REPORTS

Report Daily Orders at Site

SMB Document Control

DAILY FIELD REPORTSImport Payroll from Daily Field Reports

Daily Field Reports contain:

• cost codes• paygroups• pay types• hours worked• pieces completed

Review the timecard and enter any additional information.

SMB Document Control

PUNCH LISTS

SMB Document Control

PUNCH LISTS

SMB Document ControlPUNCH LIST

REPORTS

NOTE: Not Standard SMB Report

Print a separate Vendor Punch List for each vendor

SMB Document ControlPUNCH LIST

REPORTS

NOTE: Not Standard SMB Report

Print Punch List Worksheetfor yourProject Manager& Office

SMB Document ControlPUNCH LIST

REPORTS

NOTE: Not Standard SMB Report

Print Punch List Detailfor trackingProgressor Status

SMB Document Control

CORRESPONDENCE

SMB Document ControlCORRESPONDENCE

SMB Document Control

PROJECT HOT LIST

SMB Document ControlPROJECT HOT LIST

SMB Project Work CenterTHE COMMAND CENTER

Hot List

See All Hot List Transactions Performed

Review & Remove

Drill Down To See Specific Transactions

SMB Project Work Center

THE COMMAND CENTER

Hot List

Drill Down Once ViewedHot List Item“Italics”

Un-CheckHot ListTo RemoveFrom List

SMB Project Work Center

THE COMMAND CENTER

To Set Hot List “ON” All The Time,Log in as Supervisor and hit “F7”.

Checkmark the “Checked” Box, then “OK”

Do This on Every ScreenYou Want ToReview

SMB Project Work Center

THE COMMAND CENTER

Use the Drop Down Menu to Look at Specific Tables

TABLES:Change OrdersCorrespondenceDaily Field ReportsLoan Draw RequestsPayable InvoicesPlan RecordsProgress BillingsProposalsPunch ListsPurchase OrdersReceivable InvoicesRecurring AR InvoicesRecurring AP InvoicesRequests for InfoRequests for ProposalsSubcontractsSubmittalsTransmittalsUnitary BillingsUnitary Proposals

Sage Master BuilderDocument Control

Questions & Answers

Sage Master BuilderDocument Control

by Jim SchuettSMB Report Writer / Advisor