Swinerton Support

CMiC Upgrade 2022

---

Known Issues 14

• CMiC R12 Units Completed Query not loading
• CMIC R12 Send I/O Instructions Feature in Project Contact Not Transmitting Attachments or Confirmation Email
• CMIC R12 Submittal Activity Start Date Required Flag
• CMiC R12 Project Status Report (PSR) known issues
• CMiC R12 Contract Forecasting current activity only check box

See all 14 articles

Helpful Tips 4

• Custom Reports Default to PDF - Other Formats Available in Drop-Down
• Error: Exception Caused in validateClassifier method
• Check Filters (Various Logs)
• Executing a Commitment/SCO for Textura Integration

Getting Started 0

Navigation 0

Applications/Software

---

Bluebeam 37

• Bluebeam Mobile App
• Comprehensive Bluebeam How-To Support
• Editing Grouped Markups without Ungrouping
• Highlighting Freehand Around Text Fields
• How to Disable Adobe Plugin for Internet Explorer

See all 37 articles

Building Connected 4

• Deleting a Bid Package that has been Published
• How to create a Building Connected account
• How to update your work performed
• How to make a public project

CORE 0

E-Builders 1

• eBuilder Access

Firefox 1

• How to Prevent ADFS Authentication Prompts in Firefox

FMW 4

• Installing FMW
• Launching FMW from Start Menu
• FMW: Correct UI Scaling issues on Surface Devices
• Duplicate FMW Link After CMiC R12 Upgrade

Microsoft Outlook 7

• The Global Address Book is missing new employees in Outlook
• Set up Microsoft Outlook email signature (on my computer)
• How do I manage e-mail lists (distribution groups) through Outlook?
• Sharing a Calendar with another user
• Sending a fax through Outlook

See all 7 articles

Reporting Services 0

Smartsheet 1

• Smartsheet License Requirements

Risk Alert 0

Autodesk How To Videos (If all videos don't appear, please click the "sign in" button)

---

Autodesk Docs - Setup 7

• VIDEO: 01 BIM360 Docs - Basic Navigation
• VIDEO: 02 BIM360 Docs - Uploading Documents
• VIDEO: 03 BIM360 Docs - New Member Setup
• VIDEO: 04 BIM360 Docs - Permissions
• VIDEO: 05 BIM360 Docs - Slipsheet Drawings

See all 7 articles

Autodesk Docs - iPad Use Specifics 2

• VIDEO: 01 BIM360 Docs - iPad Navigation
• VIDEO: 02 BIM360 Docs - iPad Update and Sync

Autodesk Docs - Desktop Use Specifics 5

• VIDEO: 01 BIM360 Docs - Project Home Setup
• VIDEO: 02 BIM360 Docs - Compare Documents
• VIDEO: 03 BIM360 Docs - Export, Download, Print
• VIDEO: 04 BIM360 Docs - Run Document Log
• VIDEO: 05 BIM360 Docs - Publish Log

Autodesk How To Documents - Field and Glue

---

BIM 360 Field (Classic) "How To's" 31

• BIM 360 Informational Overview
• Buyout, Scoping, and Cost Recovery Recommendations for BIM360
• Sign In Error on Chrome
• BIM 360 Field iPad Users Guide Overview
• BIM 360 Field iPad: Setting Up Locations

See all 31 articles

BIM 360 Glue "How To's" 33

• BIM 360 Glue Overview
• BIM 360 Glue Training
• BIM 360 Glue Crashing
• BIM 360 Glue: Acquiring Access to a New Project
• BIM 360 Glue: Setting Up Your Project Origin and Creating Background Models and Files for Use

See all 33 articles

Autodesk Field Management - Web 24

• Autodesk Field Management - Checklists - Adding Documents to a Checklist
• Autodesk Field Management - Checklists - Bulk Actions (Group Editing)
• Autodesk Field Management - Checklists - Creating From Template
• Autodesk Field Management - Checklists - Creating New Checklist Template
• Autodesk Field Management - Checklists - Editing Templates

See all 24 articles

Autodesk Field Management - Mobile 7

• Autodesk Field Management - iPad - Creating Checklists
• Autodesk Field Management - iPad - Creating Issues from Issues Tab
• Autodesk Field Management - iPad - Creating Issues from Documents
• Autodesk Field Management - iPad - Daily Logs
• Autodesk Field Management - iPad - Sync Your Device

See all 7 articles

Autodesk Field Management - External User 7

• Autodesk Field Management - External User - Adding Documents to Checklists
• Autodesk Field Management - External User - Adding Documents to Issues
• Autodesk Field Management - External User - Checklists Creating From Template
• Autodesk Field Management - External User - Daily Logs
• Autodesk Field Management - External User - Issues Creating from Document

See all 7 articles

Autodesk Field Management - External User Mobile 7

• Autodesk Field Management - External User Mobile - Creating Issues from Issues Tab
• Autodesk Field Management - External User Mobile - Creating Issues from Documents Tab
• Autodesk Field Management - External User Mobile - Daily Logs
• Autodesk Field Management - External User Mobile - Sync Your Device
• Autodesk Field Management - External User Mobile - Updating Checklists

See all 7 articles

Autodesk Document Management 3

• Autodesk Document Management - Adding Members to your Project
• Autodesk Document Management - Edit or Delete Title Block Template
• Autodesk Document Management - Subscribe (Email Notifications)

Browsers

---

Plugins Supported by Swinerton 0

Web Browser How To's 5

• Clear Google Chrome Cache and Temporary Internet Files (cookies, browser history, form data, and / or passwords)
• How to customize your homepage in Microsoft Edge and Chrome
• Chrome - Import my bookmarks and settings from a different browser
• Remove Stored Passwords from Browsers
• Update your default browser to Chrome

Microsoft Edge 4

• How to use Internet Explorer Mode in Edge to view legacy Internet Explorer sites
• Import your Favorites and browser data into Edge from other browsers
• Clear Microsoft Edge Cache and Temporary Internet Files (cookies, browser history, form data, and / or passwords)
• Microsoft Edge top 10 Pro tips

CMiC Accounting/Finance How-To Documents

---

ADF - Accounts Payable Processes 11

• AP - Maintain Business Partner
• AP Query - Vendor Query
• AP Voucher - Enter Voucher
• AP Voucher - Post Voucher
• AP Voucher - Void Voucher

See all 11 articles

General Ledger Processes 23

• Department Setup
• GL Logs
• GL Queries
• GL Reports
• GL - Account Pick List

See all 23 articles

ADF - Job Billing Accounting Processes 16

• JB - AR Aging Report - Detail
• JB - AR Aging Report - Summary
• JB - AR Billing and Payment Status Report
• JB - AR Client Information Query
• JB - AR Invoice Listing Report

See all 16 articles

ADF - Job Cost Accounting Process 36

• JC - AP Aged Payables by Job Report
• JC - AP Outstanding Vouchers by Job Report
• JC - AP Aged Report by Vendor
• JC - Detailed Commitment Holds
• JC - Compliance Report

See all 36 articles

CMiC Upgrade - Accounts Payable 14

• AP Vendor Information Query
• AP Voucher - Enter Voucher
• AP Voucher - Post Voucher
• AP Voucher - Void Voucher
• AP Voucher - Adjust Posted Distribution / Re-class

See all 14 articles

Accounts Payable 9

• Accounts Payable - Vouchers (Not processed via Workflow)
• Accounts Payable - Request for Payments (Not processed via Workflow)
• Joint Check - Special Payment Instructions Form
• Letter for Vendors & Subs - How to submit invoices or RFP
• Letter for Vendors & Subs - Change of Address

See all 9 articles

ADF Subcontract Management 1

• Assign Posted Voucher to Subcontract

AP Imaging & Workflow 5

• AP Workflow - Approval/Rejection Process
• AP Workflow Outline
• AP Imaging (Invoice Processing)
• Utilizing Owner Draw Box in Workflow to Automatically Release PwP Hold
• AP Workflow Rejection Outline

Business Partner Request 1

• Business Partner Requests and Updates

CMiC Upgrade - Business Partner Request 1

• Business Partner Request

Company Setup 11

• 01 General Ledger (GL), Department, and Bank Account Setup
• 02 Security Setup - Add Security Groups and Add Users to Security Groups
• 03 Accounts Payable (AP) Setup
• 04 Accounts Receivable (AR) Setup
• 05 Job Costing (JC) Setup

See all 11 articles

Compliance 2

• Compliance Overview in CMiC
• Compliance Management in Enterprise

Corporate Accounting 2

• AP Imaging (Indexer)
• Reopen Overhead Job in CMiC Enterprise

General Navigation 5

• Navigation - CMiC Enterprise
• Creating a Batch in Enterprise
• Accessing Projects from Enterprise
• "Could not reserve record (2 tries). Keep trying?" error message
• Opening Multiple Screens in Enterprise at the Same Time

Job Billing 3

• Job Billings - Voids and Deletions
• Job Billing - Process Owner Billing
• 1) Job Billing Setup at Financial Job Start

Job Cost 3

• Job Cost - How to Enter Transactions (Journal Entries)
• Sub-To-Self A/R - A/P Process
• Import Transactions and Post (Foreign Batch Import)

Job Close 5

• Is My Project Ready to Close Checklist
• Closing the Project in Field
• Closing the Job
• Closing the Contract
• Closing a Job with a "Pending"

Kofax 8

• Kofax Validation Client
• Kofax Data Entry
• Kofax Data Fields
• Kofax Reject Invoice
• Kofax Additional Info

See all 8 articles

Month End 3

• Entering WIP (Summary)
• WIP Processing
• Voiding WIP

Operations Accounting 10

• Is My Job Ready To Close Checklist
• Overview of Construction Insurance
• Job Cost and GL CMiC Terminology
• 2016 Overhead Coding
• CMiC Function Key Template

See all 10 articles

CMiC Upgrade - Operations Accounting 54

• How to View Account Transactions by Batch and Department
• How to View Account Transactions by Department
• How to View the Job Status of a Project
• How to Run a General Ledger Transaction Detail Report by Department
• How to Run a Job Cost Posting Report After a Batch has Been Posted

See all 54 articles

Reports 3

• Accounts Payable Reports
• Exporting CMiC Standard Reports to excel or .csv formats
• Job Billing Backup with Image Links Report

CMiC Troubleshooting 10

• AP Workflow: The AP Workflow was just changed on my job. Will invoices automatically re-route to the new Coder / Approver / Accountant?
• AP Workflow: I submitted an invoice to einvoice@swinerton.com, but am not seeing it in workflow
• AP Workflow: An RFP Workflow Notification keeps coming back to me (as an Accountant). How can I clear this out of my workflow?
• AP Workflow: Can I Edit the Job Number Field on the Left Hand Side of the Invoice Header?
• Image Manager: AP Indexer Seeing Error Message "No data was found for lookup Invoice Approver (lvl2)"

See all 10 articles

CMiC Upgrade - CMiC Accounting Troubleshooting 4

• AP Workflow: The AP Workflow was just changed on my job. Will invoices automatically re-route to the new Coder / Approver / Accountant?
• AP Workflow: I submitted an invoice to einvoice@swinerton.com, but am not seeing it in workflow
• AP Workflow: Can I Edit the Job Number Field on the Left Hand Side of the Invoice Header?
• Image Manager: AP Indexer Seeing Error Message "No data was found for lookup Invoice Approver (lvl2)"

Textura 1

• Import Manually

CMiC Field How To Documents - Operations/Project Management

---

CMiC Upgrade - AP Invoices and Imaging 10

• Overview of CMiC Image Manager
• General Navigation of Image Manager
• AP and AR Queries and Logs
• AP Workflow Outline
• Using the Query function in Image Manager

See all 10 articles

CMiC Upgrade - Troubleshooting 5

• How To Clear Cache in Google Chrome
• How to Clear Your Cache in MS Edge
• Clearing Cache for Internet Explorer in Edge
• Excel Template Errors
• Attachments Tab - Bluebeam Review NOT USED

CMiC Upgrade - Budget 11

• Phase Types and How To Change or Add in CMiC
• CMiC Category Codes and When to Use Them
• Work Methods (W/M) Inputs and Outputs in CMiC
• Formatting Project Budget Import Spreadsheet for CMiC Bid Items
• Self Perform/Labor Productivity - Format Budget Import Spreadsheet

See all 11 articles

CMiC Upgrade - Business Partner Request 3

• New Business Partner Set Up in CMiC
• BP Request - Update an Existing Business Partner
• ADF - Business Partner Request

CMiC Upgrade - Change Management 17

• Change Order Dos and Don'ts
• Adding a PCI Part 1: PCI Header
• Adding a PCI Part 2: PCI Details / SOV
• Modifying the PCI Type in CMiC
• Add a New Phase / Category via PCI

See all 17 articles

CMiC Upgrade - Checklists 2

• Enter a Safety Checklist into CMiC
• How to Add a New EIFS Checklist

CMiC Upgrade - Collaboration and External User Request 5

• External User Invitation from Project Team for CMiC
• External User Contact (Collaborator) Set-up
• External User Password Reset for CMiC
• RFIs and Submittals in CMiC with Multiple Architects on the Project
• Collaboration and External User Request - CMiC Upgrade - Email to Collaborators / External Users

CMiC Upgrade - Commitments and Exception Request 17

• Explanation of Contract Types
• Commitments Roles and Responsibilities
• Create a Commitment (Part 1 of 3): Completing the Subcontract Detail Tab
• Create a Commitment (Part 2 of 3): Completing the SOV
• Create a Commitment (Part 3 of 3): Remaining Tabs and Workflow

See all 17 articles

CMiC Upgrade - Compliance 7

• Compliance Overview
• Managing Compliance in CMiC as Field Admin
• Adding and Deleting Compliance Codes on a Subcontract
• Updating Compliance on a Subcontract
• Viewing the Compliance Log

See all 7 articles

CMiC Upgrade - Daily Journals 8

• Create a New Daily Journal in CMiC
• Copy Previous Daily Journal
• Managing Daily Journals in CMiC on a Job with Multiple Superintendents
• Filter for Pending (Unsubmitted) Daily Journals
• Using the Daily Journal - Excel Report Log

See all 8 articles

CMiC Upgrade - Document Management 1

• Document Folders in CMiC

CMiC Upgrade - Forecasting 9

• Preconstruction Project Status Report
• Month End Forecasting Flowchart
• Contract Forecasting Column & Highlighting Explanations
• Entering a Contract Forecast
• Using PCI Projections

See all 9 articles

CMiC Upgrade - General Navigation 17

• Logging into CMiC Project Management
• Logging In When You Have Multiple User ID's
• Using the Treeview
• Treeview - Swinerton Links
• Using WalkMe

See all 17 articles

CMiC Upgrade - Labor Productivity 6

• Run Weekly Production Input Sheet
• Input Quantities
• Print Edit List (Double Check Quantities Entered)
• Post Batch (After Entering and Verifying Quantities)
• Print Productivity Reports

See all 6 articles

CMiC Upgrade - Meeting Minutes 3

• Create a New Meeting Track with Agenda
• Update Meeting Minutes
• Create the Next Meeting in a Series and Close a Meeting Track

CMiC Upgrade - Project Contacts and Partners 8

• Add a Project Partner into the Project Partner Directory
• Add Project Contacts via the Project Partner Directory
• Create/Modify a Distribution List
• Duplicate contacts in CMiC
• Adding Another Swinerton Company or Operating Group as a Subcontractor to Swinerton

See all 8 articles

CMiC Upgrade - Project Close 1

• Is My Project Ready to Close Checklist

CMiC Upgrade - Project Set Up 11

• Project Maintenance Set Up - GENERAL TAB
• Project Maintenance Set Up - KEY PLAYERS TAB
• Project Maintenance Set Up - DEFAULTS TAB
• Project Maintenance Set Up for Sub-To-Self Projects
• Changing the Numbering Masks on a Project in CMiC

See all 11 articles

CMiC Upgrade - Quality Management 4

• Navigating the Quality Tracker Report
• Kick Start Your Quality Management Program
• Quality in CMiC in 2 Parts
• Adding a Quality Issue

CMiC Upgrade - RFIs 9

• Create a New RFI or Modify an Existing RFI
• Enter an Accepted Answer and Close an RFI
• Revise & Resubmit an RFI
• Rejecting an RFI Answer
• Using I/O Email to Send/Receive RFIs with Architect

See all 9 articles

CMiC Upgrade - Sub Prequalification 6

• Vendor Prequalification Flowchart
• Subcontractor Self Service Prequalification Application (Directions for Sub)
• Check the Status of a Subcontractor's Prequalification
• How To Issue a Master Subcontract Agreement (MSA)
• How to Submit an MSA/MPSA

See all 6 articles

CMiC Upgrade - Submittals 8

• Format/Import Submittals into CMiC
• Manually add a Submittal in CMiC
• Create a Submittal Package in CMiC
• Using Packages to Manage the Submittal Process
• Remove a Submittal from a Submittal Package in CMiC

See all 8 articles

CMiC Upgrade - Transmittals 2

• Create a Transmittal
• Using the Transmittal Queue

CMiC Upgrade - Workflow 3

• Navigating CMiC Workflow Notifications
• Filter your Workflow Notifications in CMiC
• Vacation and Leave Workflow Reassignment Process

CMiC Field How To Videos - Operations/Project Management

---

AP Imaging 5

• VIDEO: Code an Invoice in CMiC
• VIDEO: Approve an Invoice in CMiC
• VIDEO: Approve an RFP in CMiC
• VIDEO: Navigate AP Image Manager and User Configuration in CMiC
• VIDEO: Query for Invoices in CMiC (AP Imaging)

Budget 5

• VIDEO: 01 Completing the Budget Import Spreadsheet for CMiC
• VIDEO: 02 Import Budget Into CMiC
• VIDEO: 03 Update Contract Forecasting with Budget Lines in CMiC
• VIDEO: 04 Knowing Your Categories and Phases in CMiC
• VIDEO: 05 Knowing Your Cost and Revenue Budgets in CMiC

Change Management 18

• VIDEO: Create a PCI Header and Save in CMiC
• VIDEO: Create an External PCI with Detail in CMiC
• VIDEO: Create an Internal PCI with Detail in CMiC
• VIDEO: Modifying the PCI Type in CMiC
• VIDEO: Creating New Phase/Category Codes Via a PCI in CMiC

See all 18 articles

Checklists 1

• VIDEO: 01 Create and Manage Checklists in CMiC

Collaborators 9

• VIDEO: Architect Navigation in CMiC
• VIDEO: RFIs for Architects in CMiC
• VIDEO: Submittals for Architects in CMiC
• VIDEO: Subcontractor Navigation and Profile in CMiC
• VIDEO: RFIs for Subcontractors in CMiC

See all 9 articles

Commitments 14

• VIDEO: 01 Check Subcontractor Prequal (Prequalification)
• VIDEO: 02 Enter a Commitment - Project Setup
• VIDEO: 03 Enter the Commitment Header
• VIDEO: 04 Complete the Schedule of Values (SOV) Tab for Commitments - Bid Items
• VIDEO: 05 Complete the Schedule of Values (SOV) Tab MANUALLY for Commitments

See all 14 articles

Communications 1

• VIDEO: CMiC Communications - Best Used For, How To, and Reports

Compliance 1

• VIDEO: 01 Compliance Overview in CMiC

Daily Journals 4

• VIDEO: Enter a New Daily Journal in CMiC
• VIDEO: Copy a Previous / Prior Daily Journal in CMiC
• VIDEO: Add a Note to a Daily Journal in CMiC
• VIDEO: Print a Daily Journal in CMiC

Distribution Lists 1

• VIDEO: 01 Create Distribution Lists in CMiC

Field Work Directives 1

• VIDEO: Create / Make a Field Work Directive in CMiC

Forecasting 7

• VIDEO: 01 Contract Forecasting Overview in CMiC
• VIDEO: 02 Contract Forecasting Month-End Review in CMiC
• VIDEO: 03 Finalize Forecasting, Comments, and Reports in CMiC
• VIDEO: 04 PCI Projections in CMiC for Forecasting
• VIDEO: 05 GC/GR Forecast Template - Detail

See all 7 articles

General Navigation 5

• VIDEO: Logging In and Global Profile in CMiC
• VIDEO: Change Projects and Work With the Treeview in CMiC
• VIDEO: Queries, Filters, and Excel Reports in CMiC
• VIDEO: Remove Attachments and Add Notes in CMiC
• VIDEO: General Navigation for Superintendents in CMiC

Issues 2

• VIDEO: Add a New Issue in CMiC
• VIDEO: Using IO Email in Relation to the Issues Module in CMiC for Collaboration

Job Close 2

• VIDEO: 01 Operations Overview of the Job Close Process in CMiC
• VIDEO: 02 Job Close Checklist Overview in CMiC: Is Your Job Ready to be Closed?

Job / Owner Billing 5

• VIDEO: Set Up Job / Owner Billing in CMiC
• VIDEO: Enter a Job / Owner Billing Draw in CMiC
• VIDEO: Generate, Print, and Workflow the Finalized Job / Owner Billing Draw in CMiC
• VIDEO: Defer a Cost Transaction to Another Job / Owner Billing Period or Permenantly in CMiC
• VIDEO: Revise a Posted Job / Owner Billing Draw in CMiC

Labor Productivity 11

• VIDEO: Review and Format Budget Import Spreadsheet for Labor Productivity in CMiC
• VIDEO: Import Labor Productivity Budget Into CMiC
• VIDEO: Update Labor Productivity Budget in CMiC
• VIDEO: Add New Phase Code to Project via PCI for Labor Productivity in CMiC
• VIDEO: Run the Weekly Production Input Report for Labor Productivity in CMiC

See all 11 articles

Meeting Minutes 3

• VIDEO: Create New Meeting Minutes and Set up Agenda Items in CMiC
• VIDEO: Create Next Meeting Minutes and Close in CMiC
• VIDEO: Import a Meeting Agenda into CMiC

Overview 2

• VIDEO: CMiC Enterprise Overview for Finance Emp
• VIDEO: CMiC Project Management Overview for Operations Emp

Project Set-up 6

• VIDEO: Setup Your Project in CMiC (Updated)
• VIDEO: Assign a Business Partner to a Project in CMiC
• VIDEO: Add Contacts to a Business Partner in CMiC
• VIDEO: Complete an External User Request in CMiC (Updated)
• VIDEO: Create a New Business Partner in CMiC

See all 6 articles

Quality Management 2

• VIDEO: 01 Quality Management Overview in CMiC
• VIDEO: 02 Quality Tracker Report Overview

RFIs 5

• VIDEO: Set Up Your Project for RFIs in CMiC
• VIDEO: Choose the RFI Process that Works Best for Your Project in CMiC
• VIDEO: RFI Process - FULL Collaboration with SUBS AND ARCHITECTS in CMiC
• VIDEO: RFI Process - Full SUB Collaboration with SEND I/O EMAIL Feature for ARCHITECTS in CMiC
• VIDEO: RFI Process - Full SUB Collaboration with PRINT REPORT to Email Feature for ARCHITECTS in CMiC

Submittals 10

• VIDEO: Using the Submittal Import Spreadsheet in CMiC
• VIDEO: Import Submittal Spreadsheet into CMiC
• VIDEO: Export, Change, and Reimport Revisions to a Submittal Log
• VIDEO: Create a Submittal Package in CMiC
• VIDEO: Choose Which Submittal Process Works for Your Project in CMiC

See all 10 articles

Transmittal 1

• VIDEO: 01 Create a Transmittal in CMiC

Workflow 1

• VIDEO: Filter Workflow Notifications

CMiC Field (Mobile) How-To Documents

---

CMiC Field - App Information 1

• CMiC Field Apps - Availability/Updates

CMiC Field - Setup and General Navigation 4

• 1. CMiC Field Setup and Login
• 2. CMiC Field Dashboard
• 3. CMiC Field General Navigation
• 4. CMiC Field Logging Out

CMiC Field - Contacts 4

• CMiC Field - Assign a Contact
• CMiC Field - Create a Contact
• CMiC Field - Modify a Contact
• CMiC Field - Email a Contact

CMiC Field - RFIs 5

• CMiC Field - View an RFI
• CMiC Field - Create an RFI
• CMiC Field - Modify an RFI
• CMiC Field - Sending an I/O Email on an RFI
• CMiC Field - Add a Note, Image, or Other Attachment to an RFI

CMiC Field - Issues 4

• CMiC Field - Create an Issue
• CMiC Field - View an Issue
• CMiC Field - Modify an Issue
• CMiC Field - Sending I/O Email on an Issue

CMiC Field - Submittals 3

• CMiC Field - View a Submittal
• CMiC Field - Sending I/O Email on a Submittal
• CMiC Field - Add a Note, Image, or Other Attachment to a Submittal

CMiC Field - Documents 3

• CMiC Field - View a Document
• CMiC Field - Revise a Document
• CMiC Field - Share a Document

CMiC Field - Journals 4

• CMiC Field - Viewing a Journal Entry
• CMiC Field - Create and Submit a Journal Entry
• CMiC Field - Copy and Submit a Journal Entry
• CMiC Field - Modify a Journal Entry

CMiC Field - Checklists 5

• CMiC Field - Navigating Checklists
• CMiC Field - Create a Checklist
• CMiC Field - View a Checklist
• CMiC Field - Modify a Checklist
• CMiC Field - Attach an Issue to a Checklist

CMiC Field - Troubleshooting 2

• CMiC Field - Module is Missing Records or Objects
• CMiC Field - Daily Journal Entries Will Not Sync

Conference Rooms

---

Video Conferencing 6

• How To Polycom Trio 8800 Quick Start Guide
• How To Polycom Trio 8800 Full Guide
• Poly Studio Video & Audio Remote Control Functions
• Set Poly Studio as the Default Audio and Video Device
• Set Polycom Studio as the default audio & video device in Teams

See all 6 articles

ClickShare 4

• How to connect to ClickShare using Android Device
• How to connect to ClickShare using iOS device
• How to use extended desktop mode with ClickShare
• Connecting Your Mobile Device or PC to ClickShare Base Unit (Through Wi-Fi)

Connectivity

---

Working from Home / Remotely 6

• VPN - Best Practices
• Cisco AnyConnect - VPN client installation procedure
• Cisco AnyConnect - Connecting to the VPN client
• I lost my Swinerton entry in the VPN client
• Access email remotely

See all 6 articles

Network Drives (Z, W, etc.) 1

• Missing Network Drives (Z Drive, W Drive, etc.)

Cosential

---

Getting Started How To Documents 9

• What do I Need to Know
• Bookmarking the Correct Login Single Sign On (SSO) Link
• Important Changes to Make to Your Profile
• How to Clear Your Browser Caches
• Cosential in 60 Seconds

See all 9 articles

CRM & Opportunity Management How To Documents 13

• Opportunity Stages and Use
• Lead and Opportunity Grid Guide
• How to Create a Work Order (Task Order) Opportunity
• What I Need to Know: On-Call Opportunities
• What I Need to Know: Prequalification Tracking

See all 13 articles

Business Planning How To Documents 5

• Phase 1: How to Extract Quarterly Business Plan Marketing Detail
• Phase 2: How to Populate the Business Plan Detail Substantiation
• Business Planning Quick Cheat Sheet
• Cosential User Guide: Revenue Projection Grid
• Cosential User Guide: Goals Grid

Dashboards & Widgets How To Documents 3

• Setting Your Homepage to the Dashboard View
• How to Access Your Division's Dashboard
• Dashboard Viewing Guide

Projects & Personnel How To Documents 8

• Swinerton Stock Photography on Cosential
• Lifecycle of Project Data
• Cosential Project Description Guide
• How to Enter & Clean-up Personnel Records
• How to Clean-Up & Enter Project Information in Cosential

See all 8 articles

Resources & Tools How To Documents 6

• How to Create Project Sheets and Lists within Cosential
• How to: Reporting Module
• How to Create a Custom Report
• How to: Knowledge
• Publisher Guide - Generating Documents Using Standard Templates

See all 6 articles

Webinar Recordings 16

• March 2022 Forum: New Features and Structuring Projects
• December 2021 Forum: How do I?
• July 2021 Forum: Bid Job # and Job Start Process
• April 2021 Forum: New UI, Business Planning, CMiC/Cosential Update
• March 2021 Webinar: Project Data Audit #2 Results

See all 16 articles

ExakTime

---

ExakTime 4

• ExakTime - Best Practices Handbook
• ExakTime - Tips for Ticket Submission
• ExakTime - Finding Support
• ExakTime - Data Overview

ExakTime Connect 4

• ExakTime Connect - Approve Time Daily
• ExakTime Connect - Cost Code Management
• ExakTime Connect - Sick Time for Non-Union Craft
• ExakTime Connect - Processing Terminations (Craft Services)

ExakTime Mobile 7

• ExakTime Mobile - Install and Setup
• ExakTime Mobile - Clocking In & Out
• ExakTime Mobile - Changing Cost Codes Throughout the Day
• ExakTime Mobile - Crews
• ExakTime Mobile - Hard Sync

See all 7 articles

iOS & macOS Devices

---

iOS Basics (iPhone & iPad) 10

• Create a Web Clip
• Restore default file format for iPhone/iPad photos
• How to Recycle Mobile Devices
• How to create a new Apple ID
• Transfer photos and videos from your iPhone/iPad to your PC

See all 10 articles

iOS Apps 2

• Share files between iPhone / iPad and PC without iTunes installed on PC?
• VIDEO: Installing Apps on the iPad / iPhone

iOS/macOS Networking 6

• Connect to VPN (iOS/iPadOS)
• Connect to VPN (macOS)
• Connect to Z: Drive (macOS)
• Connect iPad / iPhone to the Swinerton wireless network
• iOS Devices - Managing WiFi Connections

See all 6 articles

Device Migration 2

• ActiveSync Retirement - iOS Account Removal and Setup
• ActiveSync Retirement - Android Account Removal and Setup

Hardware

---

Identifying the correct video connectors for your monitors 1

• Identifying the correct video connectors for your monitors

Job Start Up Process

---

Job Start Form, Logs & Approvals 7

• Job in Progress (JIP) Workflow for PM
• Insurance and SDI Forms – Detailed Information
• Accessing Approval Status in Boomi
• Job Start (JIP) Log
• PJob (Bid Job) Log

See all 7 articles

Cosential 3

• Requesting a Bid Job #
• Launching and submitting the JIP request process
• Bid Job # Notifications and Bid Job # Log

Bond Request 3

• Request Bid Bond
• Request Letter of Bondability
• Request Payment & Performance Bond from Boomi/CMiC

Workflow 5

• Job Start Approval Workflow
• Overview and flowchart of all job start workflows
• Power Point Training of Entire Job Start Process
• PM Boomi Job Start Training Video
• Cosential Bid Job/JIP Training Video

List of Staff for JIP Submission in Boomi and Project Conversion in Cosential 1

• List of Submitters in Boomi and Project Conversion in Cosential

Jobsites

---

Demobilization Information 1

• Demobilization Equipment Reference Document

LaborChart

---

LaborChart FAQs 4

• Can I manually add or remove a project or person in LaborChart?
• Who is my LaborChart Super User?
• How do I contact LaborChart support?
• New User Overview

LaborChart Boards Page 16

• Overview of the Boards Page
• Resource Bench Overview
• How to make an individual assignment from the Boards Page
• How to end an assignment from the Boards page
• Using the Batch tool to edit multiple assignments at one time

See all 16 articles

LaborChart Gantt Page 10

• Overview of the Gantt Page
• Filtering on the Gantt Page
• Create a new assignment on the Gantt Page
• Create a new Manpower Request from the Gantt Page
• How to fill a request on the Gantt Page

See all 10 articles

LaborChart People Page 5

• People Page Overview
• People Details Page
• Sorting and Filtering on the People Page
• Download the People Page
• How to enter time off for a person from the People Page

LaborChart Requests Page 5

• Create a request from the Requests Page
• Fill a request from the Requests Page
• Edit a request from the Request Page
• Sorting and Filtering on the Requests Page
• Download a Manpower Request list from the Requests Page

LaborChart Projects Page 6

• Project Page Overview
• Project Roles
• Adding Categories to Projects
• Project Details Page
• Sorting and Filtering on the Project Page

See all 6 articles

LaborChart Requests and Assignments 18

• Why are Inactive people showing on Boards with assignments?
• Can I assign a Resource to two Projects?
• Why can't I see any Saturday Assignments?
• Create a request from the Requests Page
• Fill a request from the Requests Page

See all 18 articles

Solutions for LaborChart Super Users 4

• Can I resend a User's email invitation?
• How can I view all my Users and their Permission levels?
• How do I unlock a User's account?
• New Super User Overview

MS Office Applications (Outlook, Word, Excel...)

---

Office 365 4

• Add Profile Picture to Office 365
• Cannot log into Office 365 Applications
• Microsoft's Snipping Tool - take a screenshot
• SOLV Tenant Migration - Clearing Outlook cache and manually entering names

OneNote 1

• OneNote 2016 Quick Start Guide

Outlook 4

• Outlook Best Practices
• Outlook Add-In: Cofense Report Phishing Feature For Computers, Smartphones, Tablets, and Browsers
• Outlook Mobile - Recover Exchange Contacts
• How to clear Microsoft Outlook's Cached Contacts

Word 5

• Word 2016 Quick Start Guide
• Word 2016: How to create a document.
• Word 2016: How to format/edit a document.
• Word 2016: How to save a document
• Word Online Basics

Microsoft Teams

---

Teams - Basic Information 12

• Teams Interactive Demo
• Checking if you have Teams installed
• Installing Microsoft Teams
• Teams Quick Start
• Set up and customize your team

See all 12 articles

Teams - Chat 5

• Work with posts and messages
• Start and Pin Chats
• Hide Chats and Delete Messages
• Send a Message to a Channel in Teams
• Share Your Screen in a Chat

Teams - Meet 22

• Teams for Online Meetings - A Beginners Guide
• Teams Meeting Controls
• Manage meetings
• Change a Meeting to a Teams Meeting
• Starting or Joining a Teams Meeting

See all 22 articles

Teams - Call 14

• Manage Your Call Settings in Teams
• Microsoft Teams Settings - Calls and Notifications
• Make calls
• Call a Phone Number Outside of Teams
• Dialing an Extension in a Call

See all 14 articles

Teams - Collaborate 11

• MS Teams Collaborate ~ External vs. Guest Access
• Add Members to Microsoft Teams
• Collaborate in teams and channels
• Syncing (and Stop Syncing) Teams Files with OneDrive
• Upload and find files

See all 11 articles

Teams - Mobile 3

• Teams on the go
• Microsoft Teams App - Turn off Notifications (iOS and Android)
• Microsoft Teams App - Call Settings

Teams - Files 12

• First Things You Need to Know about Files
• Read Teams Files Offline on Mobile
• Explore the Files List in Teams
• Edit a File in Teams
• Download a File from Teams

See all 12 articles

Teams - Apps 4

• Teams Approval App
• Stream - Getting Started
• Planner - Using Planner in Teams
• Planner - Copying a Plan

Mobile Apps

---

Labor Productivity App 4

• Labor Productivity App (video) - How to Enter Quantities and Manage Labor Productivity
• Labor Productivity App - How To Install and Setup the Labor Productivity Quantity App
• Labor Productivity App - How to Enter Quantities and Use to Manage Labor Productivity
• Labor Productivity App (TEST Environment) - How to Install and Setup App in TEST

Workday Mobile App 1

• Workday Mobile App - Install and Setup

Multi-Factor Authentication (MFA)

---

Register Multi-Factor Authentication (MFA) 7

• Multi-Factor Authentication (MFA) using Text/SMS Messaging
• Multi-Factor Authentication (MFA) using a Phone Number
• Multi-Factor Authentication (MFA) using a Mobile App
• Registro completo de autenticación multifactor
• Complete Multi-Factor Authentication Registration

See all 7 articles

Power BI

---

General Power BI use 23

• Using Power BI Organizational Content Packs
• Install Power BI Desktop
• Best Practice: Operational Data Set Modelling / Deployment
• How to request a Power BI Pro license
• How to Install Power BI Mobile Client

See all 23 articles

Precon PSR 8

• Precon PSR Flow Chart
• Access the Precon PSR
• Adding Precon PSR Forecast Comments
• Navigating the PreCon PSR: PreCon PSR Dashboard
• Navigating the PSR: Job Metrics Trending

See all 8 articles

Cybersecurity Awareness Training (CAT) Report 1

• CAT Completion Report Tips

Passwords

---

PW Reset Instructions 8

• Self Service Password Reset Instructions
• Change Password Via Office 365
• Reset Password Via CTRL ALT DEL
• Self-Service Password Reset Setup
• CMiC External User Password Change

See all 8 articles

SOLV Energy

---

DocuSign 0

CMiC 5

• Adding New Company and Contacts to Current (010) Projects and New (445) Projects
• Deactivate co 010 Contacts on BP 010 on all Projects
• Updating User Email Address on CMiC Profile
• How Your Project Access Has Changed with the Move to SOLV Energy - Swinerton Projects
• How Your CMiC Access has Changed - SOLV Energy User

Sharefile 0

Technical Reference Material 1

• Command Prompt Prep

Microsoft Teams 1

• Updating Teams on Mobile Device

RentalResult

---

PORTAL - How To's 12

• Video - Billing, Contracts and Invoices
• Video - Calling Off Items (aka Schedule Pick-up, Off Rent)
• Video - Ordering Items from RentalResult
• Video - Portal Intro to RentalResult
• Video - Project Inventory Report

See all 12 articles

CORE - Billing 13

• Overall Billing Procedure / Timing
• Billing - Running Proforma Billings
• Rental Order Contract Billings - Return Billing
• CORE - Rental Order Contract Billings - Sales Billing
• Rental Order Contract Billings - Continuation Billing

See all 13 articles

CORE - Goods In & Goods Out 3

• Adding a New Asset to Inventory
• Goods In from Purchase Order
• Goods Out from Inventory

CORE - Requisitions and Contracts 22

• Cancel Pick Up Note (PUP) - (Video)
• Create Sales Contract (Video)
• Creating a Contract from Requisition (Video & How To Guide)
• Creating a Contract without a Req (Video & How To Guide)
• Site Return for Contract (Video)

See all 22 articles

CORE - Workshop Orders 4

• Workshop Order Billing
• Workshop Order (Part 1) Budgeted Costs to Service Completion
• Workshop Order (Part 2) Actual Costs to Finish
• Troubleshooting - How to Change a Service Type on a Workshop Order

CORE - Yard Managers 12

• Updating Project Access for Portal Users
• BINS - Reporting
• BINS - Updating current items to a Bin
• How to change your password
• Item Holding - Updating the Info for an Item

See all 12 articles

RR - Accounting 3

• Company Maintenance - Period Calendars
• Company Maintenance - Open a New Period
• Company Maintenance - Closing a Period

RR - National Agreements 2

• National Agreement - DeWalt
• National Agreement - Hilti

SwinNet/SharePoint

---

Content Owner and Contributor Training Guides 25

• SwinNet Style Guide
• Approval Workflow: Documents
• Content Expiration
• SwinNet News: How to Create a News Post (Article)
• Upload Contact Photo to SharePoint (Key Contacts)

See all 25 articles

Advanced Content Owner and Contributor Guides 2

• Custom Document Library Views (Add Column, Create View, Add View to Web Part) - Advanced
• Resolving Document Access Issues

Visitor Guides 4

• Using My SwinNet
• How to Join an Outlook Open Group Calendar
• Make Chrome Your Default Browser
• How To Use Search (Entering a Keyword and Filtering Search Results)

SharePoint Private Sites 2

• Important Documents (Upload Document, Get Document URL, Mark as Important)
• Additional SharePoint Training

TAB

---

TAB Knowledge Articles 12

• Search for a Project in TAB FusionRMS (“TAB”)
• View Folders Associated to a Project in TAB FusionRMS
• Add a New Folder and Print Folder Label in TAB FusionRMS
• Add a New Box and Print Box Label in TAB FusionRMS
• Edit an Existing Folder or Box in TAB FusionRMS

See all 12 articles

Windows

---

General 5

• Changing Default PDF Viewer
• Changing Your Desktop Background
• Restore Files From Z Drive
• Check Windows Version
• Updating Windows via Software Center

Workday

---

Asset Tracking 9

• Register Asset
• Issue Asset
• Edit Asset
• Transfer Asset
• Transfer Asset To Different Company

See all 9 articles

Benefits 3

• View Benefit Elections
• Update Beneficiaries
• Update Benefit Elections (Life Event)

Career 1

• Maintain Relocation Preferences

Compensation / Payslips 7

• View Compensation
• View and Print Payslips
• Set up or Change Direct Deposit
• Choosing Paper Payslips - Opt Out or Opt In
• Change Tax Withholding Elections (Federal)

See all 7 articles

Contact Directory & Org Chart 1

• Contact Directory & Org Chart

Development Check-Ins and Goal Setting 11

• Performance - Acknowledge Development Check-In (DCI) Meeting & Employee Self Evaluation
• Performance - Manager Evaluation for Development Check-In (DCI) (For Manager)
• Performance - Return a Development Check-In to the Employee that Submitted Prematurely (For Manager)
• Performance - Delegate a Development Check-in (For Manager)
• Performance - Receiving and Completing a Delegated Development Check-In

See all 11 articles

General Navigation 9

• Workday Overview
• Workday Home Page and How To Set It Up
• How to Search in Workday, Related Actions and Error Messages
• Inbox and Notifications
• Adjusting your Workday Outlook email notifications

See all 9 articles

Learning 20

• Learner Experience - Updates to the Workday Learning Application effective March 12, 2022!
• Browse/Find Training
• Browse/Find ILT Local to You
• Sign-Up for Instructor-Led Training (ILT)
• How To Take an On Demand Course

See all 20 articles

Maintain Credit Cards 3

• Create Credit Card
• Edit Credit Card
• Credit Card Reporting

Manager Functions 14

• Manager Worklets and Employee Data
• Your Inbox and notifications
• Timecard Approval via the Inbox
• Timecard Approval via Team Time worklet
• Viewing Your Team's Time Off

See all 14 articles

Managing Certifications 3

• View Employee Certification Records and Certification Notifications in Workday
• Adding and Modifying Employee Certification Records - For Workday Certification Managers
• Run Employee Certification Status Reports in Workday

Merit Planning 7

• 2021 Merit Process Overview - Brenda's presentation for Region, Division & SI Dept Mgrs
• Propose Merit Awards (Planners)
• Search Employees: SWIN Compensation Review Organization Search Report (Planners)
• Compensation Review Process View Organization (Support Roles)
• Send Back (Support Roles)

See all 7 articles

Mobile App 1

• Installing and setting up the Workday Mobile App

Personal Information 6

• Changing Your Contact Information
• Changing Your Personal Information
• Changing Your Emergency Contacts
• Changing Your Photo
• Changing Your Legal Name

See all 6 articles

Projects 15

• WORKDAY PROJECTS (Overview)
• WORKDAY PROJECT HIERARCHIES (Overview)
• WORKDAY PROJECT HIERARCHY RESOURCE PLANS (Overview)
• WORKDAY COST CENTERS (Overview)
• EDITING PROJECT HIERARCHY RESOURCE PLANS

See all 15 articles

Time Off & Leave 7

• Request Time Off
• View Time off/Vacation & Sick Balances
• Workday: Edit/Correct Time Off Requests
• Craft - Request Time Off
• Craft - Correct Time Off

See all 7 articles

Timecard Entry 13

• Workday Time Entry - How is it different from Etime?
• Enter Time by "Enter Time" (Salaried)
• Enter Time by "Time Block" (Salaried)
• Enter Time by "Quick Add" (Salaried)
• Enter Time by "Enter Time"- (Hourly)

See all 13 articles

Internal - Application Support

---

CMiC - ADF/Accounting 16

• Adding an ADF Program to the JSP Treeview
• ADF - Reports Printing in Incorrect Timezone
• ADF - Turning On/Off Automatic Batch Naming for Accounting
• ADF - Updating Image Manager Security Role
• ADF - Automatic Batch Naming

See all 16 articles

CMiC - Enterprise Console 2

• Console - Updating TEST Logo Using Paint
• Updating Swinerton Logo on Console

CMiC - Enterprise 32

• AP Workflow: Coder or Approver is Missing the + Sign in CMiC Image Manager - Not Able To Code/Approve
• Access for Coders and Invoice Approvers
• Accounts Payable: Change Batch Posting Date
• AP/AR - Update Default Company in ADF
• AR-Aged Accounts Receivable Summary Report - Excessive Slowness/Report Will Not Run

See all 32 articles

CMiC - Field 47

• How To Create an External User Account - Part I
• How To Create an External User Account - Part II
• How To Create an External User Account - Part III
• Add a Job to Project Management Which Was Not Set Up Using Opportunity Management
• How To Resolve Invoice Error, ORA-20099 Weight Measure

See all 47 articles

CMiC - Prequal 8

• End / Restart Prequal in Workflow
• Correct Errors in Prequal if a Reviewer Leaves
• Troubleshooting Prequal EMR issues
• Subcontractor Prequal Portal - how to access in TEST for Troubleshooting
• Reverse / Calculate CDI Charges

See all 8 articles

CMiC - WorkFlow 19

• AP Workflow - AP Indexer asks how to route invoice. In rejection note they were asked to send to a different person in workflow
• Subcontract Workflow: How To End CMiC PM Subcontract Workflow in Oracle Workflow Manager
• Subcontract Workflow: Project Admin is not seeing a subcontract in their workflow because PM did not Workflow it.
• Subcontract Workflow: PM keeps approving Subcontract Workflow Notification, but it keeps coming back to their workflow
• Subcontract Workflow: PM keeps approving Subcontract Workflow Notification, but it keeps coming back AND no error message is given in Review/Approval tab

See all 19 articles

Hunch App 1

• Hunch App

RentalResult - Integration Testing How To's 9

• Step 1 - New Job Integration Testing
• Step 2 - Update/Change Job Name Integration Test
• Step 3 - New Chart of Accounts Integration Test
• Step 4 - Adding Phase Codes via PCI Integration Test
• Step 5 - New Vendor Integration

See all 9 articles

RentalResult - On Boarding New Yards 7

• Step 1 - Getting the Yard OH Job Set up
• Step 2 - Setting up the Analysis Sets
• Step 3 - Setting up the New Branch
• Step 4 - Setting AR Account for Yard
• Step 5 - Set up Projects

See all 7 articles

MAD (Mergers, Acquisitions, Divergencies) 1

• VALIDATION - (SC) Commitment - Paid to Date

ARCHIVE 3

• Search for Contacts in the Exchange Global Address List from your iPad / iPhone
• Guia: Iniciar session a su cuenta de Microsoft Exchange (Correo Electrónico de Swinerton), Contactos y Calendarios en su iPad / iPhone
• VIDEO: Setting up Exchange (Swinerton Email) for iPad / iPhone

Internal - Tech Support

---

Hardware 1

• Dell Latitude (7420, 7560, 9420) No Audio Fix

Teams 2

• All you need to know about getting started using Microsoft Teams
• Computer slowness caused by Teams Meetings Fix

Internal - BTech

---

Problems and Changes 1

• Tickets turned into Problems and Changes