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Explore How-To's and learn best practices from our knowledge base.
CMiC Upgrade 2022
Known Issues
11
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 11 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
Risk Alert
0
Smartsheet
1
Smartsheet License Requirements
SnagIT
1
Online Tutorials
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
6
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
See all 6 articles
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
57
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 57 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
10
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 10 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
17
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 17 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)
11
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 11 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
4
Goods In - To Inventory
Goods In - To Inventory (Adding a New Asset)
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
8
2022 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 8 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
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