Swinerton Support

Best Practice and Process Guideline for Project Cost Fields in Unanet Beginning of August 2022, the PUBLISHED COST field in Unanet is no longer a requ...

There are several benefits of entering project data within Cosential: Centralizes all project related data so it isn’t “out of sight, out of mind” on a ...

Each project has several tabs/categories with additional information. To see which categories have data, view a project record to check which fields are pop...

As a best practice, projects that will never be marketed should be archived to avoid crowding the system with superfluous data. This may include jobs such a...

The attached guide contains instructions specific to entry and clean-up of Swinerton projects and covers step-by-step instructions on entering mandatory Pro...

UNANET CRM PROJECT DESCRIPTION FORMATTING Don’t repeat project name in description Don’t repeat location in description Don’t repeat cost in descrip...

GENERAL PHOTO GUIDELINES Unanet will not upload photos with, commas, periods, non-text or numeric characters such as () and & in the file name. Un...

Three Ways of Adding References on Project Records Please follow the step-by-step instructions below and watch the attached video recordings for a liv...

All project awards should be tracked in Unanet regardless of whether the award was won or lost. Please review the following guide and best practices to unde...