Job in Progress (JIP) Workflow for PM

All new opportunities will be created in Cosential via a Cosential User liaison. 

This liaison will create the opportunity and let you know the BidJob # to look up in the Job Start Log in order to complete the Job Start Form in Boomi.


You can follow the steps below or Watch this Video to review the Job Start Process and completing the form in Boomi.


STEP 1: Click on the Job Start Log from the CMiC treeview (from any current project that defaults in)

Note: This will take you to a separate application called the Boomi Flow (Program) to complete the Job Start Form. The Boomi Form pulls all relevant data from the Cosential Opportunity Record (Shaded Fields)




STEP 2: Search for the BidJob # that you were given by your Cosential User liaison 

Note: The BidJob# will have a “P” at the end for Pursuit.


STEP 3: Click on the eye to complete the Job Start Form




Note: If you hover over the "i" in the small blue circle, it will explain what what each field is looking for.




Note: Take notice of the Flow Line at the top of the screen. This will allow you to understand where you are in the process. Make sure you click Save before you move to the next station



General Contract Information Station


Note:  The Controlling Job Field is a required field that automatically defaults to ALL. It should remain as ALL, UNLESS you are certain that your project will be a sub job to a controlling job (for example, SMC frequently assigns Controlling Jobs).  Confirm before selecting a Controlling Job #.


Note:  If the Project Role selected for your project is Sub to Self (Self-Perform), then completion of the GC Job# (Self-Perform Only) Field is required. You must select a GC Job #. See below (notice the fields appear in a slightly different order when Project Role is Sub to Self (Self-Perform).  REMINDER: Do not enter the GC Job # into the Controlling Job Field UNLESS you are certain that the GC Job is also supposed to the Controlling Job for your project.




Note: The Client Field is also a little different

STEP 1: Click the filter icon to the right of Client Field



STEP 2: Enter the Owner/Client Name

STEP 3: Click Filter (or press Enter on your keyboard)



STEP 4: Click the Arrow to insert the Client into the Job Start Form



STEP 5: Fill in the balance of the fields as necessary

Note: You will notice that on many of the fields if you answer Yes, that new fields will appear


STEP 6: Click Save

STEP 7: Click Project Team & Address Station


Project Team & Address Station


STEP 1: Choose the Project Manager / Field Admin / Operations Manager

Note: If the address is not correct, you will need to reach out to your Cosential Liaison to update and push through again since this information comes from Cosential.


STEP 2: Click Save

STEP 3: Click AP Invoice Workflow Station





AP Invoice Workflow Station


STEP 1: Choose the Project Invoice Coder / Coder Backup / Approver / Approver Backup 

STEP 2: Click Save

STEP 3: Click Finance Station



Finance Station


STEP 1: Fill in the Fields with correct information

Note: If you mark "Yes" for Project Specific Charge Rates, the section will expand to allow you to upload your specific rates


STEP 2: Click Save

STEP 3: Click Risk Station




Risk Station


STEP 1: Fill in the Fields with correct information

Note: If you mark "Yes" for any of the following: EIFS Exterior project (GC Jobs ONLY) / Wood Frame project / Hazardous Materials Work, or the Delivery Method from Cosential is Design-Build, Progressive Design-Build or Integrated Project Delivery then field named "High Risk Project" will change to Yes and the Describe Risk field will appear and you will need to enter a description of the risk


Note: If you mark "Yes" for Bond Required, notice the link to the Bond Form will appear. Click HERE for the P&P Bond Request How To's


STEP 2: Click Save

STEP 3: Click Insurance Station





Insurance Station

Click HERE for detailed Information on this station

STEP 1: Fill in the Fields with correct information

STEP 2: Click Save

STEP 3: Click SDI Station



SDI Station

Click HERE for detailed Information on this station.

STEP 1: Fill in the Fields with correct information

Note: If you are needing to request a Waiver for SDI and field is Yes, please choose a reason. If "Other" is the reason chosen from the dropdown, then another free form field will appear for more information.


Note: Click HERE for more information on the SDI Workflow


STEP 2: Click Save

STEP 3: Click Legal Station





Legal Station


STEP 1: Fill in the Fields with correct information

Note: If Yes is chosen for Private Project in California, several more fields will appear for Information on Property Owner / Lender


STEP 2: Click Save

STEP 3: Reach out to your Cosential User and inform them you are complete


NEXT STEPS: