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Release Notes (7/19/2016)

Josh Witmer, Product Manager

When we first released ProjectTeam back in last 2015 we focused on construction document management functionality. This included features such as requests for information, submittal management, field reports, etc. Clients liked how easy the application was to use and how quickly they could get set up and start managing simple forms on their various projects but as time went on we received many requests about managing contracts and change orders. After months of intense collaboration with clients and development efforts, we are happy to announce the release of contracts, contract exhibits, directives, potential change orders, and change orders.

Contracts

Contracts within ProjectTeam include standard fields that you might find in many other construction project management solutions, but also includes separate tabs for:

  • Drawings
  • Specifications
  • Inclusions, Exclusions, and Alternates
  • Contract Exhibits
  • Change Orders

Once you create your contract, you can then create directives, potential change orders and change orders referencing your contract. Also, when you are ready, you can mark a contract as "Final" so that no new changes can be made to the contract except through the change order process.

Directives, Potential Change Orders, and Change Orders

Change is inevitable in construction projects, but staying on top of all the change orders is challenging. Change management helps keep your construction projects on time and on budget and that's why it's so important to have a system that can handle the entire change process.

In ProjectTeam you can create change directives, reference those directives in potential change orders, and then escalate your PCOs into change orders. Once a change order is approved it will be added to the contract to which it is associated with. Throughout the entire change process, notifications will get sent out to necessary parties letting them know what changes are happening and how those might affect the project.


As always if you would like to learn more about new features we've added or even features we're planning to add in upcoming releases please reach out! Remember, we offer free training and support for clients so we would be more than happy to help :)

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As always, if you ever need anything, please let us know. We're here to help.