What I Need to Know: Synced Project Fields
Are you wondering where or how specific Unanet Project data fields are getting populated? Our three primary data sources come from 1) Opportunity records, 2) CMiC, and 3) manual entry by Marketers (or other Staff with an Admin/Full license). To learn more about each data point origination, please review the following tables outlined below.
Project Summary
Where does the data come from?
Project #
CMiC
Percent Complete
CMiC
Percent Status
Automated, governed by CMiC
Sub-Projects
Automated, governed by CMiC
Only for Self-Perform
Firm Organization
- Division/Office
- Region
- Department
- Primary Market
- Job Department
- Companies
Opportunity Record
Requires Marketer verification
Project Categories
- Secondary Market
- Product Type
- Contract Type
- Construction Type
- Delivery Method
- Client Type
Opportunity Record
Requires Marketer verification
Service Type requires manual entry
Owner/Client
Where does the data come from?
Owner/Client Name
Opportunity Record
Does NOT get overwritten by CMiC
Company Role
CMiC – Trade/Scope
Does NOT get overwritten by CMiC
Consultant Team
Where does the data come from?
Consultant Company
CMiC – Project Partner Name
Gets overwritten by CMiC if new changes are detected
Company Role
CMiC – Project Directory Group
Gets overwritten by CMiC if new changes are detected
Comments
CMiC – Trade/Scope
Gets overwritten by CMiC if new changes are detected
Staff Team
Where does the data come from?
Personnel Name
Opportunity Record
CMiC
Staff Team Role
Opportunity Record
CMiC
Does not get overwritten if role changes in CMiC
Role Type
Automated, governed by Staff Team Role selection
Hours
CMiC
If no hours are associated to the Personnel, the record was either manually added or it came directly from the Opportunity record.
Construction Costs
Where does the data come from?
Original Construction Contract (OCC)
CMiC
Standard Change Order Value (COV)
CMiC
Construction Schedule
Where does the data come from?
Scheduled Start Date
CMiC – Start Date
Scheduled Substantial Completion Date
CMiC – End Date
Actual Substantial Completion Date
Eventually CMiC
Execution Date
CMiC – Prime Contract Date
Date of Award
CMiC/Boomi
Based on Risk/Finance Boomi Approval Date