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StreetSmarts Modules
Project Management
With the Project Management module, businesses can improve control of jobs and workflow.
With the StreetSmarts Project Management module, you can track budget versus actual costs, recognize variances, and make corrections. Tight integration with Job Cost means that you can control costs and shape the financial landscape of projects as they progress. In addition to financial control, you’ll gain the upper hand on issues and events as they transpire. Keep foremen in the field and accounting staff synchronized and aware of potential changes and problems. Manage the audit trail for project documentation in a central location by capturing images, faxes, and more from submittals and transmittals. Create reminders and action items for project team members for unified planning, accountability, and execution.
This module equips you for better change management, organized communication, and immediate feedback with the following features and benefits:
- Change Management
- Changes in Condition and Request for Information (RFI): The Changes in Condition and RFI tools allow a user to track and generate correspondence regarding changes to the original contract scope. These changes may be assigned to other contacts within the project for follow up. E-mail correspondence with other project contacts may be generated for Changes in Condition.
- Transmittals: Transferring information and creating a log of correspondence among project participants has never been easier. Within Project Management, you may generate fax cover letters and e-mail notifications to accompany your submittals or other generated documents. Transmittals may include Change Management items, other Correspondence items, Submittals and other Logged items.
- Telephone Calls: Document telephone conversations and send e-mail notifications to other project contacts. The Assigned To field creates “action items” for a specific contact by adding the item to their Inbox.
- Non-Compliance Notices: Inform project contacts when a non-compliant situation occurs in the field.
- Meeting Minutes: Create meetings and log meeting items/minutes from those events. Additionally, record who attends project meetings and set reminders for a contact to ensure that important dates aren’t missed. Reminders for each project participant are displayed in the Project Console Inbox.
- Organized Communication
- Project Management Workflow: This allows you to create and assign predefined workflow activities that may be copied to a new project. These workflows help to ensure that all required tasks such as obtaining permits, paying fees, and scheduling meetings are tracked and completed on time. Activities are automatically assigned to the correct user and displayed in the StreetSmarts inbox.
- Submittal Logs: Generate and track required submittal correspondence. Include all contact information for effortless distribution. Easily package related submittals for quick correspondence and simple transmittal creation and logging. Quickly inquire on the status of submittal responses to avoid construction delays.
- Punch Lists: Punch Lists make it easy to see which items must be completed to wrap up a project. These lists may be used to assign and track unfinished tasks, damages that must be repaired, and other last minute items that complete a project.
- Insurance: No one can afford to have an insurance policy lapse. The Project Console tracks the policies held by your company and those held by your subcontractors.
- Notes: The Notes function allows you to track all project-related notes, including the Date Required, Priority, Status, and Assigned To contact. The Reminder box sends an alert to a contact’s desktop to notify a contact that action is required.
- Companies/Contacts Assigned to Projects: The Companies and Contacts Assigned to Projects features display which companies/contacts are related to the specific job. These features take full advantage of your existing StreetSmarts data and minimize data entry during company and contact setup. The lookup process is simplified by searching only project-related contacts while generating correspondence.
- Immediate Feedback
- Project Data on Your Terms: View project data in a variety of formats. Data may be manipulated in graphical format or exported to MS Excel/Access or Crystal Reports.
- Bid Items and Detail Tasks: View up-to-the minute productivity and unit cost information in real-time. Inquire on work completed to-date, costs incurred, and even budget revisions or change order information. Know which tasks have deviated from key performance targets so that changes may be made in the field.
- Search Utility: A powerful search utility makes it simple to find historical information by keyword. This utility searches both the project database and any attached Windows files by project.
An Accounting Solution You Can Count On Learn the 6 Reasons why a better fit with job cost accounting software can boost your profitability. |
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