Pre-Construction

The Pre-Construction module is an easy-to-use, integrated software solution that improves your pre-construction processes, enhances project team efficiencies and provides transparency in the project design, build and bidding process.

This module allows you to track your project leads, opportunities and bids in one place, record important project information and document locations and dates for quick resource allocation as bid day approaches. Use one-touch set-up in Project Management once your bid is awarded avoiding duplicate entry.

The Pre-Construction module also enables at –a-glance subcontractor information regarding qualifications, certifications, licensing, skills and safety records so you’ll know the qualifications of any subcontractor you’re considering.

Some of the Pre-Construction module features are listed below. Click on a link for more information.

  • Potential project to PM Project - In the Pre-Construction module you can create a potential project and then turn it into a PM module project if the work is awarded using the following steps:

    • Create a potential project

    • Add bid packages to the potential project - You can add as many bid packages to the potential project as needed.

    • Manage the bids - This includes sending Invitation To Bid documents to a list of vendors, managing the received bids, and awarding bids to vendors.

    • Create a PM module project using the PC module potential project - This can include creating subcontract detail in the PM module using the bids that were awarded to vendors.

    Click here for an overview of this process and links to documents that contain more information.

  • Email Integration - Email integration gives you the ability to associate the emails sent from the application and the replies to those emails with PC module potential projects. This means that you can view all of the correspondence related to a potential project in the application. Click here for more information on email integration.
  • Automate Response Form - The automated response feature allows you to email a PDF form to a vendor or contact on a potential project, and when they complete the form and email it back, the system will automatically process the form and update the application. For example, you can use this feature to email an Invitation to Bid form to the vendors on a bid list. When they complete the form and email it back, the Outlook Add-In will process the email and update the Bid Coverage tab on PC Potential Projects with the information from the completed forms - if a vendor will bid on the potential project, if they are attending the walk-through, etc. If you do not use the Outlook Add-In, you can also drag and drop the reply forms into the application, which will update the system. Click here for more information about automated response forms, including links on how to set up this feature.
  • Work Flow - The Implementation Checklists and Processing Logs for this module are available in the Workflow module. To view the checklists and logs, use the WF Checklist Template form. For information on processing the checklists and logs, click here. If you do not have the Workflow module, use the WF Templates report (VA Reports menu) to view or print the checklists and logs.