Autodesk ConstructWare®

Getting Started

September 2010
© 2010 Autodesk, Inc. All Rights Reserved. Except as otherwise permitted by Autodesk, Inc., this publication, or parts thereof, may not be
reproduced in any form, by any method, for any purpose.

Certain materials included in this publication are reprinted with the permission of the copyright holder.

Trademarks
The following are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and other countries:
3DEC (design/logo), 3December, [Link], 3ds Max, Algor, Alias, Alias (swirl design/logo), AliasStudio, Alias|Wavefront (design/logo),
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Autodesk, Autodesk Envision, Autodesk Intent, Autodesk Inventor, Autodesk Map, Autodesk MapGuide, Autodesk Streamline, AutoLISP, AutoSnap,
AutoSketch, AutoTrack, Backburner, Backdraft, Built with ObjectARX (logo), Burn, Buzzsaw, CAiCE, Civil 3D, Cleaner, Cleaner Central, ClearScale,
Colour Warper, Combustion, Communication Specification, Constructware, Content Explorer, Dancing Baby (image), DesignCenter, Design
Doctor, Designer's Toolkit, DesignKids, DesignProf, DesignServer, DesignStudio, Design Web Format, Discreet, DWF, DWG, DWG (logo), DWG
Extreme, DWG TrueConvert, DWG TrueView, DXF, Ecotect, Exposure, Extending the Design Team, Face Robot, FBX, Fempro, Fire, Flame, Flare,
Flint, FMDesktop, Freewheel, GDX Driver, Green Building Studio, Heads-up Design, Heidi, HumanIK, IDEA Server, i-drop, ImageModeler, iMOUT,
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Disclaimer
THIS PUBLICATION AND THE INFORMATION CONTAINED HEREIN IS MADE AVAILABLE BY AUTODESK, INC. "AS IS." AUTODESK, INC. DISCLAIMS
ALL WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR
FITNESS FOR A PARTICULAR PURPOSE REGARDING THESE MATERIALS.

Published by:
Autodesk, Inc.
111 McInnis Parkway
San Rafael, CA 94903, USA
Contents

Chapter 1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Logging In and Out of Constructware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Logging In as a New User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Logging In as an Existing User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Forgotten Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Expired Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Logging Out of Constructware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Information Required to Log In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Access to the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Timeout Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Navigating Constructware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Browser Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Opening Files Directly in the Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Pop-Up Blocker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Technical Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Chapter 2 Key Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Constructware Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Infodex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Constructware Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Filtering for Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Module Customizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Lookup Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Routing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Routing Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Routing Documents Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Routing Documents Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Routing Documents Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Routing Process Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Routing Documents Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Copying a Route . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Approver Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

iii
 User Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Administrator Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Button Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Common Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Common Functions Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Quick Launch Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Menu Collapse Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Reference Support Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Constructware Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Creating a Feedback Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Wizards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Project Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Project Wizard Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Project Wizard Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Module Customization for Project Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Project Wizard Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Send Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Send Wizard Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Send Wizard Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Send Wizard Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Project Specific Lookup Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Distribution Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Send Wizard Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Process Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Process Wizard Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Process Wizard Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Process Wizard Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Processing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Transmittal Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Transmittal Wizard Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Transmittal Wizard Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Transmittal Wizard Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Transmitting an Item or Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Form Letter Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Using the Form Letter Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Copy Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Copy Wizard Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Copy Wizard Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Favorites Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Favorites Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Favorites Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Favorites Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Modifying Favorite Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Modifying the Favorite Employees List . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Selecting a Favorite Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Bookmarks Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Creating a Custom Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Defining Bookmarks in Microsoft Word . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Using a Bookmark Multiple Times . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Using Macros to Bookmark . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Troubleshooting Bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Importing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Importing Data Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Importing Data Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Importing Data Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Importing Data Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Importing a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

iv | Contents
 Downloading an Excel Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Uploading XML Project File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Duplicate Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Validating the Uploaded Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Modules for Importing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Importing Performance Journals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Importing Drawing Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Importing Punch Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Importing Submittals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Importing an SOV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Select Popup Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Select Fields and Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Companies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Contents | v
vi
Getting Started
1
This section contains information that will help you get started with Constructware.

Logging In and Out of Constructware

This section contains information that will help you get logged in and out of Constructware.

■ Logging In for the First Time

■ Logging In as an Existing User

■ Forgotten Password

■ Expired Password

■ Logging Out of Constructware

Following is additional information about using Constructware:

■ Information Required to Log In

■ Access to the System

■ Timeout Period

Logging In as a New User

To log in to Constructware as a new user:

1 Click the Constructware link in the Welcome email you received from the Constructware Administrator.
■ The Login page displays.

2 Enter your Company name, Username, and user Password.

■ This information is included in your Welcome email.

3 Click Launch.
■ The Welcome to Constructware! page displays.

1
 4 Enter your password in the New Password and Confirm Password fields.

5 In the Security Question field, select from a set of pre-defined security questions.
■ If you forget your password when logging in to Constructware in the future and click the Forgot
login information? link, the system will prompt you with this security question.

6 In the Your Answer field, enter the answer associated with your security question.
■ Constructware will expect you to enter this answer to verify your authenticity if you try to use the
Forgot Login Information feature.

7 Click the Terms of Use link.

■ The Collaboration Solutions Terms of Use Agreement displays. Click here (or go to
[Link] to see the Terms of Use
Agreement text.

8 Read all content on the page.

■ You can click the Print link to print the material so you can keep it for future use.

■ You can click the Email link to email the content.

9 When you are finished reading the Terms of Use information, close the window.
■ You return to the Welcome to Constructware! page.

10 Click the Privacy Policy link.

■ The Privacy Policy page displays. Click here (or go to
[Link] to see the Privacy Policy
text.

11 Read all content on the page.

■ You can click the Print link to print the material so you can keep it for future use.

■ You can click the Email link to email the content.

12 When you are finished reading the privacy policy information, close the window.
■ You return to the Welcome to Constructware! page.

13 Click the checkbox in the bottom left portion of the page to indicate that you have read and agree to
the Autodesk Terms of Use and Privacy Policy.
You are required to select the checkbox to agree to the terms to be able to log in to Constructware.

14 Click Save.
■ A dialog displays to confirm that your password has been changed.

15 Click OK.
■ The CW Desktop page opens.

Logging In as an Existing User

To log in to Constructware as an existing user:

1 Enter the site URL in your browser’s address line or select the bookmark link to the site, if you saved it
previously.
■ The Login page displays.

2 | Chapter 1 Getting Started

 2 Enter your Company name, Username, and user Password.
■ If you cannot remember your log in information, click Forgot login information?. See Forgotten
Password on page 3 for more information.

■ If your password has expired, the Password Expired dialog displays. See Expired Password on page
5 for more information.

3 Click Launch.
■ If you have not already agreed to the Autodesk Terms of Use and Privacy Policy, the Terms of
Use page displays. Click the Terms of Use and Privacy Policy links, read all of the information,
and then click the checkbox on the Terms of Use page to confirm that you have read the required
information. You are required to select the checkbox to agree to the Terms of Use and Privacy
Policy.

■ Click here (or go to [Link] to

see the Terms of Use Agreement text. Click here (or go to
[Link] to see the Privacy Policy
text.

■ The CW Desktop page opens.

Forgotten Password
If you cannot remember your password when attempting to log in to Constructware:

1 On the Constructware Welcome page, click the Forgot login information? link.
■ The Login Assistance page displays.

2 Enter your Company name and either your User name or your Email address.
■ You can enter either your User name or your Email address—you cannot enter both of them.

■ If you enter an email address that is used by more than one member account for this company, you
are required to enter your User name.

3 Click Continue.

What happens next depends on what you have previously defined in Constructware:

■ If you have already set up your security question and answer, see Security Question and Answer Already
Set Up on page 3.

■ If you have not set up your security question and answer, see No Security Question and Answer on page
4.

■ If you have not already agreed to the Autodesk Terms of Use and Privacy Policy, see Have Not Agreed to
the Terms of Use and Privacy Policy on page 4.

Security Question and Answer Already Set Up

If you have previously set up your security question and answer, the Security Question page displays.

1 In the Your Answer field on the Security Question page, enter the answer associated with your security
question.
■ You must enter the correct answer to verify your authenticity so you can log in.

Forgotten Password | 3
 2 Click Continue.
■ The Login Assistance Email Sent page displays, notifying you that Constructware has sent a Password
Assistance Notification email to the email address associated with your user ID. This email contains
a temporary password for you to use to log in to Constructware.

3 Click Continue.
■ You return to the Login Page.

4 Enter the login information, including the temporary password, in the Password Assistance Notification
email that Constructware emailed to you.

5 Click Launch.
■ The system displays the Password Expired dialog.

6 Enter and confirm your new password.

7 Select or enter a new security question.

8 Enter the security answer.

9 Click Continue.
■ The CW Desktop page opens.

No Security Question and Answer

If you have not already set up your security question and answer, the Login Assistance page displays stating
that you must contact your Site Administrator.

1 Click Continue.
■ You return to the Login page.

2 Contact your Site Administrator.

Have Not Agreed to the Terms of Use and Privacy Policy

If you have not already agreed to the Autodesk Terms of Use and Privacy Policy, the Terms of Use page
displays.

1 Click the Terms of Use link.

■ The Collaboration Solutions Terms of Use Agreement displays. Click here (or go to
[Link] to see the Terms of Use
Agreement text.

2 Read all content on the page.

■ You can click the Print link to print the material so you can keep it for future use.

■ You can click the Email link to email the content.

3 When you are finished reading the Terms of Use information, close the window.
■ You return to the Terms of Use page.

4 Click the Privacy Policy link.

■ The Privacy Policy page displays. Click here (or go to
[Link] to see the Privacy Policy
text.

4 | Chapter 1 Getting Started

 5 Read all content on the page.
■ You can click the Print link to print the material so you can keep it for future use.

■ You can click the Email link to email the content.

6 When you are finished reading the privacy policy information, close the window.
■ You return to the Terms of Use page.

7 Click the checkbox in the bottom left portion of the page to indicate that you have read and agree to
the Autodesk Terms of Use and Privacy Policy.
■ You are required to select the checkbox to agree to the terms to be able to log in to Constructware.

8 Click Continue.
■ The CW Desktop page opens.

Expired Password
If your password has expired since the last time you logged in, the Your Password Has Expired page displays
when you attempt to log in to Constructware:

1 Enter the New Password you plan to use to log in from now on.

2 Enter the same password again in the Confirm Password field.

3 In the Security Question field, select from a set of pre-defined security questions or define your own
security question.
■ If you forget your password when logging in to Constructware in the future and click the Forgot
login information? link, the system will prompt you with this security question.

4 In the Your Answer field, enter the answer associated with your security question.
■ If you forgot your password when logging on in the future, you must answer this question correctly
to be able to log in.

5 Click Save.
■ If you have not already agreed to the Autodesk Terms of Use and Privacy Policy, these dialogs display
so you can read and agree to them by selecting the checkbox on the Terms of Use page to agree to
the terms.

■ Click here (or go to [Link] to see

the Terms of Use Agreement text. Click here (or go to
[Link] to see the Privacy Policy
text.

■ You are required to select the checkbox to agree to the Terms of Use and Privacy Policy.

6 Click Continue.
■ The CW Desktop page opens.

Logging Out of Constructware

Because there are a limited number of user accounts, log out of the system when you are finished using it.
Logging out of the system frees up your login “slot” for use by another user. If you do not log out, the slot
will not be freed up until the timeout occurs and you are subsequently logged out.

Expired Password | 5
 To log out of Constructware, click the Exit button in the upper right corner of the screen.

Information Required to Log In

The following table lists information that is required to log in to Constructware:

Field Description

Company’s Con- The URL address to access Constructware.

structware URL For example: [Link]

Company Name This is the same for all users of your Constructware site or divi-
sion. It identifies the sites owning company whose information
is to be accessed.

Security question This field enables you to select a security question. If you forget
your password when logging in, the system prompts you with
this question to verify your authenticity.

User Name The user name identifies the user who is logging in. This user
name is issued by your Constructware supervisor or users who
have the permission to change or edit user accounts.

User Password The original password for a user name is issued by your Con-
structware supervisor (or users who have the permission to
change or edit user accounts).
You have the permission to change your own password, as well
as the supervisor (or users who have the permission to change
or edit user accounts), has the ability to force users to change
their password on a periodic basis.

Your answer This field enables you to enter the answer associated with your
security question.

Access to the System

The permissions that have been set up for your individual user account determine the functionality you
have within the site and the information you have access to (such as, specific projects). Normally, the Site
Administrator at the client’s firm maintains the user accounts.
Your company’s license agreement with Constructware determines the number of user accounts available
for your use. If you run out of accounts, you can request that more be added.
In addition to the arranged limit on the number of available login accounts, there is also a restriction on
whether a single user can log in more than once at a time. This restriction is also determined by the license
agreement with Constructware.

Timeout Period
After a successful login, your session is time limited. If no activity occurs within the timeout period (currently
set to 1 hour), the session is automatically ended and you must log in again to access the system.

6 | Chapter 1 Getting Started

Navigating Constructware
This section illustrates the general organization of the Constructware product. It also describes some of the
common functions used throughout Constructware.

Overview

Folders and Modules (1)

The folders in the left navigation pane (1) contain all the Constructware modules. For example, the Document
Management folder contains all modules pertaining to organizing your project's documents.

Toolbar Buttons (2)

The buttons along the top of the page are module specific. They invoke the actions you want to perform
based on the module you are working with. See Common Toolbar Buttons on page 39 for more information.

Main Content Area (3)

The Main Content Area of a Constructware page displays either already entered information (main log) or
allows you to enter and edit information (Create/Edit pages). Many of these pages contain buttons that
allows you to perform actions or select items. See Common Functions Buttons on page 40 for more
information.

Quick Launch Buttons (4)

The buttons along the left side of the page are the Quick Launch Buttons. They provide a shortcut to specific
modules in Constructware. See Quick Launch Buttons on page 43 for more information.

Menu Collapse Button (5)

You may prefer to hide the menu bar while working on Constructware. You can hide or show the menu by
default upon login. Hiding the menu provides more space on your screen. You can click the Push Pin button
or hover with your mouse over the menu to either display or hide the menu, depending on the option you
selected in Changing Your Start Page.
See Menu Collapse Button on page 44 for more information.

Reference/Support Buttons (6)

The four (4) buttons in the upper right corner of your page are available in every module you have permission
to. See Reference Support Buttons on page 45 for more information.

Navigating Constructware | 7
 Favorite Projects (7)
Constructware allows you to identify your Favorite Projects either in the WWW Maintenance ➤ Current
Projects module or by clicking the Star button in the Quick Launch Toolbar (4). See Setting Up Favorite
Projects for more information.

Filter and Quick Find (8)

Constructware allows you to filter for particular information by entering search criteria to open the Filter
pop-up or by clicking the Find button in the Quick Search bar. See Filtering for Information on page 22.

Common Icons (9)

Throughout Constructware, the main log of most modules contain icons that indicate and allow you to
view more information about the line items. See Constructware Icons on page 45 for the most common
icons and their descriptions.

Browser Configuration
Because Constructware is an interactive, real-time application running on the internet, it is important to
make sure that the most current information displays at all times. To ensure this, do the following:

1 From the Internet Explorer menu, click Tools and then click Internet Options.

2 Click the Settings button.

3 Select the Every visit to the page option to check for newer versions of stored pages.

4 Click OK to exit Settings.

8 | Chapter 1 Getting Started

5 Click the Security tab.

6 Click Trusted Sites.

7 Click the Default Level button in the lower right corner of the Internet Zone section to set the level to
medium.
If you are using a custom setting, do not change it.
If you are using Internet Explorer 7 and you do not want to display the URL toolbar, click Custom Level
and select Allow website to open windows without address or status bars. This allows Windows to
open without displaying the address bar.
If you are using Internet Explorer 7, set the security level for trusted sites to Medium-Low or Low.

8 Click the Sites button.

Browser Configuration | 9
 9 Add *.[Link] and *.[Link] to your trusted sites list by typing them in the text field
and clicking Add.

10 Click the Privacy tab.

11 Move the slider to select a privacy setting for the Internet zone.
■ Constructware recommends that you select the medium level of security here.

12 Click the Advanced tab.

10 | Chapter 1 Getting Started

 13 Scroll down to the Printing section and select Print background colors and images

14 Click OK to save and exit Internet Options.

See Opening Files Directly in the Browser on page 11 for important information about Office 2007.

Opening Files Directly in the Browser

Office 2007 resets the file opening options in your Internet Explorer so that files, such as Word and Excel,
no longer open directly in the browser you are using by default. This is most noticeable in Constructware
in Document Templates. To maintain this functionality, you must manually reset these options after installing
Office 2007. If you prefer that Templates open directly in versions of Word prior to 2007 instead of in your
browser window, you can manually deselect this option.

1 From the My Computer or Windows Explorer menu, click Tools and then Folder Options.

2 Click the File Type tab.

Opening Files Directly in the Browser | 11

 3 Select the appropriate file type and then click the Advanced button.

This step applies to all types of Office documents, including Word (.doc), Excel (.xls), PowerPoint (.ppt),
and Visio (.vsd).

4 Select or deselect the Browse in same window option, as appropriate.

12 | Chapter 1 Getting Started

 5 Click OK to save and exit the folder options.

Pop-Up Blocker
Pop-up windows perform various processes throughout Constructware. To work properly, your browser must
allow pop-ups from Constructware.
Your browser can still be set to block pop-ups from any other site not listed in the Allowed sites list. In
addition, not all browsers have a setting to block pop-up windows.
To configure your browser to allow Constructware pop-ups:

1 From the Internet Explorer menu, click Tools, Pop-up Blocker, and then Pop-up Blocker Settings.

2 Type *.[Link] and click the Add button.

3 Click Close to return to the log-in screen.

Pop-Up Blocker | 13
Technical Requirements
Product Summary
The Constructware solution is a true web-based application that is used through an Internet connection and
compatible browser. For networks that already support standard Internet browsing, there is very little (if
any) setup required from the perspective of the network and/or firewall Administrator. Users simply visit
the site, login, and being working in the application. The vast majority of the more than 140 individual
modules within Constructware application are rendered using current Internet standards (specifics follow)
with no dependency on ActiveX, Java applets or other external plug-ins.
There are a few processes within Constructware however that rely on Java applets and/or ActiveX controls
to perform the desired functions. These are separate applications that are embedded within Constructware.
These processes are most notably found in the File Director, Drawing Log, Documents, Document Templates,
and Manuals modules.
These include the following components:

■ Brava! – A view and markup tool.

■ File Upload/Download Components – Most notably an Upload Many component, and an upload
component that auto detects related reference files.

Because these components are installed on a user’s computer, they require the user to have adequate rights
to their local workstation during the install process. Without these rights, a user cannot install these
components on their computer. Users without adequate rights can still use the bulk of the Constructware
product, however, they cannot use the tools listed previously.
In summary, the entire product (including the applets) can be supported using standard Internet ports 80
and 443 (http and SSL https) that should fit within the scope of most firewall/proxy security policies.
Following is an overview of these components and helpful hints for optimizing performance when using
modules with these Java applets and ActiveX controls.

Platform: Java

Component Constructware Module Vendor

Java Run-time Environment Anywhere where Java com- Sun Microsystems

(version 1.3.1_07 through ponents are used
version 1.4.1_08)

Summary
If allowed by local security settings, the workstation attempts to install automatically. Can also be pre-installed
which negates the automated install process. This install is a one time process.

Component Constructware Module Vendor

File Upload with reference File Director Web4 Inc.

file detection

File Download File Director, Document Frontstep

Templates, Manuals Solutions Group, Inc.

14 | Chapter 1 Getting Started

Summary
The client browser will need to download and execute the specific Java applet. Users will receive a prompt
for a certificate that must be “signed” when using the applets. The certificate will be from the referenced
vendor (or Emerging Solutions, Inc.). Users can choose to Always trust content and they will not be prompted
again. Administrators can also set up global security options (if applicable), depending on your local
configuration, that automate this process (for example, trusted sites/publishers).

Platform: ActiveX
Component Constructware Module Vendor

File Upload File Director, Documents, and Drawing Software Artisans

Log

Brava! File Director, Drawing Log, Documents, Informative

Correspondence, Contract/Bond, and most Graphics
any module when viewing uploaded files

Summary
The client browser must download and execute the specific ActiveX control. Users will receive a prompt for
a certificate that must be 'signed' when using the control. The certificate will be from the referenced vendor
(or Emerging Solutions, Inc.). Users can choose to Always trust content and they will not be prompted again.
Administrators can also set up global security options (if applicable), depending on your local configuration,
that will automate this process (for example, trusted sites/publishers).

Helpful Hints
While we strive to keep the Constructware application as simple as possible, following are a few helpful
hints on use of the previous components.

■ The Java plug-in, Java applets, and ActiveX control require adequate permissions on the local machine
so that they can install and/or execute correctly.

■ Java applets execute within the Java Run-Time Environment and do not always detect proxy settings
that may be set up in the browser (if using a proxy). Furthermore, some proxy servers cannot handle
requests directly from applets. If you use a proxy, there maybe additional configuration steps required
to enable applets access to the correct servers.

■ Cookies must be enabled on the local machine for the Constructware domain (*.[Link]).

■ Some firewall content analyzing software programs could become overwhelmed with the volume of code
being delivered and cause speed issues. This is mostly noticed on programs that are virus scanning all
code (for example, JavaScript) being delivered. In most cases, an exception to Constructware can be
created to resolve this problem.

Summary of System Requirements

Following is a summary of the system requirements/recommendations necessary to use Constructware:

Software
■ A 32-bit operating system such as Windows 95, 98, NT, 2000 or XP.

■ Internet Explorer 5.0 or above. Internet Explorer 6.0 is recommended.

Technical Requirements | 15
 Hardware
■ Pentium based (or equivalent) workstation or laptop

■ 32 MB of RAM minimum; ideally 128 MB of RAM.

■ A connection to the Internet (28.8 kbps or faster, a broadband connection is recommended)

Conclusion
This document was intended to provide a simple understanding of the requirements for network/firewall
administrators. Due to our continued effort to keep the Constructware application as simple to use as possible,
we rarely hear of problems from clients regarding configuration issues. However, they do occur from time
to time and we are committed to helping our clients overcome these issues. Direct any issues or questions
not addressed in this document to Autodesk Collaborative Project Management Customer Support at
1-800-892-0449.

16 | Chapter 1 Getting Started

Key Concepts
2
Constructware Permissions
The following table lists the Constructware permissions. Select one of the following links to review the
permissions for that module.

Personal Organ- Project Project Documents Cost Manage-

izer ment

Personal Organ- Project Information File Management Cost Manage-

izer Permissions Permissions Permissions ment Permissions
Bid Management Document Manage-
Project Organizer ment Permissions
Permissions

Human Re- Misc. Maintenance Supervisor

sources

Human Re- Reporting Permissions Company Supervisor

sources Permis- Contractors Permis- Data Maintenance
sions sions Permissions
Risk Management
Permissions
WWW Maintenance
Permissions
Help Permissions

Infodex
The Infodex is a quick way to find, add, and edit Companies, Contacts, Projects, and Employee information.

■ The Infodex icon is located in the upper right corner of the window as shown in the following image:

17
 ■ View and Edit capabilities are based on the permissions set for that module.

Infodex - Companies View

When filtering for a telephone number, separators such as “(“, “-”, “.”, and “)” are not required.
To view detailed information on Companies, Contacts, Projects, and Employees, see the following topics:

Companies Contacts Projects Employee

Maintenance ➤ Maintenance Project Information Human Resources

Companies ➤ Contacts ➤ Projects ➤ Pro- ➤ Employee Info
Companies Contacts ject Details Human Resources
Companies Fields Contacts Fields Projects Product FeaturesEm-
Companies Interac- Contacts Inter- Projects Fields ployee Info
tions actions Projects Interactions Human Resources
Project Team Fields
Project Team Fields Human Resources
Project Team Interac- Interactions
tions
CSI Code Templates
CSI Code Templates
(Projects)

18 | Chapter 2 Key Concepts

 Companies Contacts Projects Employee
CSI Code Templates
Interactions

Constructware Functions
This section contains the Constructware functions.

View Function

To use the View function:

1 Select the appropriate module.

2 Select your project from the Favorite Projects drop-down menu.

3 Click the radio button corresponding to the document you want to view.

4 Click View.

Edit Function

To use the Edit function:

1 Select the appropriate module.

2 Select your project from the Favorite Projects drop-down menu.

3 Click the radio button corresponding to the item or document you want to edit.

4 Click Edit.

5 Modify the information you want to change.

6 Click Save/Close.

Multi-edit

The multi-edit function transforms the static fields listed on the item or document log into editable fields.
For example:

If you want to use the same value for all entries, enter the value in the top field and click the Push Down
arrow . That value displays in the same field for the other entries. Remember to save your changes.

Constructware Functions | 19
 Void Function

To use the Void function:

1 Select the appropriate module.

2 Select your project from the Favorite Projects drop-down menu.

3 Click the radio button that corresponds to the item or document you want to void.

4 Click Void.

5 Click OK.

To reactivate a voided item or document:

1 Select the appropriate module.

2 Select your project from the Favorite Projects drop-down menu.

3 Select the Show Voided checkbox.

4 Click the radio button that corresponds to the voided item or document you want to reactivate.

5 Click Edit.

6 Select Active from the State drop-down menu.

7 Click Save/Close.

Copy Function

To use the Copy function:

1 Select the appropriate module.

2 Select your project from the Favorite Projects drop-down menu.

3 Click Copy.

4 Select the project containing the original item or document.

5 Select the project to which you want to copy the item.

6 Choose whether you want to copy a single item or multiple items.

7 Type the new item or document number, if the default is incorrect.

8 Type the new description for the item or document.

20 | Chapter 2 Key Concepts

 9 Click Continue.

10 Edit the fields, as required.

11 Click Save.

Attach Function

To use the Attach function:

1 Select the appropriate module.

2 Select your project from the Favorite drop-down menu.

3 Click the radio button that corresponds to the item or document.

4 Click Attach.

5 Choose whether you want to create an attachment or add the item to an existing attachment.

6 Click the radio button that corresponds to the appropriate action.

7 Select the type of the other document from the Show drop-down menu.

8 Select the filter to apply from the Filter By drop-down menu.

9 Type the value you want to filter the display by.

10 Click the Display button.

11 Click the radio button that corresponds to the other item or document.

12 Click Save.

Distribute Function

The Distribute Function is combined with the Send Function. Click Send to send the selected document
with Message, Email, or Fax, or to build a distribution list that displays on the document. To view the
Distribution History of the document, click the History button.

Open Function
To open or download a document, click the appropriate button in the Open column in the main log of the
module. The button is also available on message views in the documents tables and on some edit pages.
This allows you to open the document locally in the appropriate application, based on your local file type
mapping.
In many locations in Constructware, including some Views, Logs, and Edit pages, direct access to an uploaded
file is required. When such a file is available, Constructware presents one or two buttons for file access.
If the file is a type supported by Brava!, the Brava! button displays on the right. Otherwise, only an
application-specific button displays. Clicking Brava opens the file in Brava.

Constructware Functions | 21
 Possible applications include:

File Types Supported by

Brava!

MS Excel

MS PowerPoint

MS Word

MS Project

Visio

Adobe Acrobat

MS Access

Other

Brava

Process Function
See Process Wizard on page 73 for more information.

Send Function
See Send Wizard on page 59 for more information.

Filtering for Information

To filter for information:

1 Click Filter at the top left of the screen.

■ You can also use the quick filter for Status.

2 Select the criteria for the filter and then click Filter in the upper right corner of the screen.
■ A value does not require that you enter all letters. Values are not case sensitive.

■ The Select Filter Criteria window displays a certain number of items.

■ Note: If after selecting the filter and entering the value you want to search for, you decide to use a
different filter for the same value, you can select a different value in the drop-down box and the
value entered in the Value field will remain.

3 If the item you are looking for does not appear on the screen, adjust the number of items shown by
selecting the drop-down list next to Show and then select the appropriate amount.
■ Two additional buttons display when the amount shown increases. These buttons are Previous and
Next. Use these buttons to scroll through the list.

4 Click the red Close button.

■ If you click the Filter icon, select the filter in the drop-down box and enter the value, and then
decide to search a different filter for the same value, you can select a different value in the drop-down
box and the value entered in the Value field will remain.

22 | Chapter 2 Key Concepts

 5 Click No Filter at the top of the screen to remove a filter.

Button Description

Enables you to enter search criteria and filter for a specific item.

Clicking this button lists all items available.

Enables you to proceed to the next page.

Enables you to return to the previous page.

Module Customizations
Establish Client level defaults through Maintenance ➤ Data Maintenance ➤ Module Customization.
Establish defaults at the Project level by selecting the Customize button within that module.
See Module Customization Interactions for a list of modules available through Module Customizations.
Use the Module Customization feature to establish defaults for numbering and other attributes by project
or client-wide. For example, you can define that every event letter setup creates a correspondence that is in
Draft state.

Module Customizations | 23
 You can establish this by setting the default value for Correspondence State to Draft, then when you create
an Event Letter Setup, Draft is automatically the value for Correspondence State. Module Customization
also allows you to either hide fields, or define them to be read only.
Example: Hide the Initial Estimate - Cost and Initial Estimate - Time fields on the General tab of a Cost Event
for certain users so they cannot see this data at all. Additionally, you can customize selected label names for
modules.
Additionally, users can create custom fields for projects that enable users to capture specific information
and values that are unique to your organization. Only users with Module Customization permission can
create custom fields.

See also:

■ Budget and Cost Status Update Rules

■ Module Customization Interactions

■ Routing Documents on page 25

Lookup Tables
Navigation: Maintenance ➤ Data Maintenance ➤ Lookup Tables
Lookup tables are used extensively throughout Constructware, they allow you to determine the contents of
the drop-down menus in Constructware.
Examples of Lookup Tables include Project Roles (for example, Engineer, Architect, Contractor), Submittal
Responses (for example, Approved, Rejected), RFI Status (for example, Closed, Open, Returned), and Meeting
Types (for example, Prebid, Progress). For instance, you could add a project role of Owners Representative
to the Project Role Lookup Table.

24 | Chapter 2 Key Concepts

 The default view when opening the Lookup Tables module is the Lookup Tables log, which lists the Lookup
Table name, whether it supports restricted values, the date last modified, and the user who last modified it.
Restricted values are values that are explicitly assigned to a project.
By default, the Lookup Table column sorts the list alphabetically, but you can sort on any of the four
columns—ascending or descending.

Routing Documents
Routing is a feature that enables you to define an electronic work flow for a document(s) requiring approval
before being processed and/or achieving a certain status. Documents are locked while in the Routing process.
Users with permission to the module can click the Route button and see the routing history for a document
and where it is in the Routing process.
You can submit a document to a route in the following modules: Bid Packages, CCOs, Contractor Pay Apps,
Contracts, Cost Items, Cost Events, File Director, Invoices, Issues, RCOs, OCOs, Pay Apps, POs, POCOs,
Projects, and from the Recent tab in the Personal Organizer.

You define a route to be set up in Maintenance ➤ Data Maintenance ➤ Module Customizations.

NOTE If the route is for the entire company, access the Module Customization module in the Maintenance folder,
select the module and click the Edit button. For project-specific routing, use the Customize button in the module.

See also:

■ Defining a Route

Routing Tabs
The Routing feature contains the following tabs.

Routing Documents | 25
 Action Tab
The Action tab displays the details of the document using the Constructware system template and allows
you to take action on the routed document. The permission of the user logged in and the type of route
determine which actions are available in the Action drop-down. The available actions are: Approve, Do Not
Approve, Skip on page 35, and Recall on page 34.
If you have permission to edit the document, an Edit button is available. Clicking Edit opens the edit pages
for the document, allowing you to make modifications from the Response Window. In addition, you can
check out, check in, and undo a checkout for File Director documents.
Clicking the View button allows you to view the document using the system or document template.

Associated Documents Tab

The Associated Documents tab lists any attachments (linked documents), cost items or associated documents
related to this document. Clicking the View button displays the Associated Documents and Routing History.

NOTE If the module does not have routed documents, this tab is not visible.

Routing History Tab

The Routing History tab lists the users in the approval routing process; the number of days the document
has been in their queue and the date received. If a user responded to the document, this tab also lists the
response and response date. Clicking the View button displays the Associated Documents and Routing
History.

■ Display Previous Routes is available if Show Past History is selected in the Routing definition.

Routing Documents Buttons

The following table contains the Routing Documents buttons, descriptions of the buttons, and the location
in which the buttons appear in the module.
Permissions: Users who can change the document, thereby sending the document into the route.

Button Description Location

Closes the pop-up window and returns Routing pop-up

to the parent window or the main log.

Initiates the route. Routing pop-up

The Route button functions in multiple Main Log if a route has been
ways, depending on the current routing defined for the project or at
status of the document. For documents: the client level and the

26 | Chapter 2 Key Concepts

 Button Description Location
Routing service has been
If the docu- Clicking Route... activated
ment is...

Not yet Places the document

routed into the routing pro-
cess.

In the routing Identifies where the

process document is in the
routing process.

Already Displays the past

through the routing history and
routing pro- allows the user to
cess send the document
(if not locked) and/or
its associated docu-
ments into the rout-
ing process again.

Routing Documents Icons

The following table contains descriptions of the Routing Documents icons.
Location: Main log - Routing column

Icon Description

Indicates the document and/or its associated documents are currently

in the routing process and cannot be edited.

Indicates that the document and all its associated documents were
approved through the routing process, and locked, and cannot be
edited.

Indicates that the document has completed the routing process,

however, the document is not locked.
This occurs if the document:
■ Completed a route that did not end in approval.
■ Was routed without all of its Cost Items to be locked at the end.
■ Has been approved through the routing process, however was
not locked at the end.

Indicates the document is currently in route.

Routing Documents Interactions

Routing is a feature that allows you to define an electronic workflow for a document.

Routing Documents Icons | 27

 Routing is available within the following modules:

Modules

CCDs

CCOs

Contracts

Correspondence

Cost Items

Cost Events

File Director

Invoices

Issues

Routing Process Diagram

The following diagram represents an example of a process that could be modeled using the Constructware
Routing functionality.

28 | Chapter 2 Key Concepts

Routing Documents Procedures
This section contains the procedures you can perform in the Routing Document module.

General
■ Copying a Route on page 30

Approval Role
■ Routing Notifications on page 30

■ Responding to a Document on page 31

■ Routing Documents on page 25

User Role
■ Routing a Document on page 32

Routing Documents Procedures | 29

 ■ Recalling a Document on page 34

Administrator Role
■ Skipping a Step

■ Defining a Route on page 35 (Maintenance ➤ Data Maintenance ➤ Module Customization)

■ Recalling a Document on page 34

Copying a Route
NOTE Routings can only be copied from the client level to the project level. Client routings cannot be edited at
the project level.

To copy a route:

1 Access the module for the document to be routed.

2 Select the document you want to route.

3 Click Customize.

4 Click the Routing tab.

5 Select the route you want to copy.

6 Click Copy.

7 Select whether you want to copy the previously selected route or all project routes.

8 Select the project from which you want to copy the route.

9 Select the project to which you want to copy the route.

10 Click Save/Close.

See also:

■ Defining a Route

Approver Role
This section discusses approver roles and includes the following topics:

See also:

■ Defining a Route

Routing Notifications
Constructware sends out the following external email notifications about a routed document:

■ Approvers notification – Approvers are notified that the document is in their queue and they must
respond to it.

30 | Chapter 2 Key Concepts

 In addition to the standard external email notifications, Constructware also sends internal notifications for
these actions:

■ Recall notification – Anyone that has touched a document is notified when it is recalled.

■ Response notification – The initiator is notified whether the document was approved or not.

■ Skip notification – The approver who was skipped by the Administrator is notified at the time of skip.

If their user preferences are set to do so, the user also receives a corresponding external notification.

See also:

■ Defining a Route

Responding to a Document
A document stays in the routing process until:

■ It follows a Step Exit Condition that leads to the END.

■ An Administrator or the route initiator recalls it.

If modifications to the document are needed and the user has permission to edit that document, they have
an Edit button on the Take Action floating menu on the Action tab. In addition, a user can check out, check
in and undo a checkout of File Director documents.

Routing Action Required

The Routing Action Required section displays at the top of the Today page if routed documents are in your
queue. Any document waiting for your approval are listed here. Documents remain in this list, until you
respond to that document or the initiator or Administrator recalls it.

■ The Closed Envelope icon indicates that you have not yet opened the document. An open envelope
identifies a document that you have opened, but have not yet responded to.

To respond to a document in your queue:

1 Select the document from the Routing Action Required section.

2 Select the appropriate action from the Action drop-down menu.

3 Enter any notes if necessary or required.

4 Click Save/Close or Save.

OR

1 Select the module for the type of document you want to review.

2 Click the radio button or checkbox that corresponds to the document you want to review.

3 Click Route, or click the Route Status icon for that document.

4 Select the appropriate action from the Action drop-down menu.

5 Enter any notes, if necessary or required.

6 Click Save/Close or Save.

Routing Documents Procedures | 31

 See also:

■ Defining a Route

Route Approval from Approval Documents

The Approval Documents module, under Personal Organizer, is another location to find routed documents
in your queue. Only documents still in a routing process are listed.

Navigation: Personal Organizer ➤ Approval Documents

Users with Administrator permission also use this module. They can see all documents in the routing process
for the modules in which they have Administrator permission.
Approval Documents - Only seen if the site is using Routing to ensure approvals of some documents.

See also:

■ Defining a Route

User Role
This section discusses user roles and includes the following topics:

See also:

■ Defining a Route

Routing a Document
Documents are locked while in the Routing process. While a document is in route, users with permission
to the module can click the Route button and see the routing history for that document and where it is in
the Routing process.
To route a document:

1 Select the module for the type of document you want to route. Optionally, navigate to the Multi-Edit
Log.

2 Click the radio button or checkbox that corresponds to the document(s) you want to route.

3 Click Route.
■ The Initial Routing Screen displays.

32 | Chapter 2 Key Concepts

 4 Select the item(s) to be routed, if available.
■ Some routes allow the user to select which documents to lock at the end.

■ By default, all items are selected.

5 Select from the list of routes that apply to this document.

■ Routing options are only available if there is a combination of routes that lock or do not lock at the
end of the route, and/or there is a No Entry Conditions option(s).

■ Routes are listed in the following order:

■ Routes that match the criteria and lock the end of the route.

■ Routes that match the criteria and do not lock at the end of the route.

■ Routes with no Route Entry Conditions.

6 Click Continue to route the document and return to the main log of the selected module.
■ Note the Routing icon that now displays in the Document Routing column.

You can also route a recently created or modified document by navigating to the Personal Organizer ➤
CW Desktop module ➤ Recent tab.

See also:

■ Defining a Route

Routing Documents Procedures | 33

Recalling a Document
Occasionally, you might need to withdraw your document from the routing process. Recalling unlocks the
document and its associated items, and the document can be re-routed.
By default, the user who initated the route can recall the document they initiated,regardless of their
permission. If the Allow non-Admin users to recall documents from this route option in Module Customization
is selected, users with Change and Approve permission can also recall documents, whether still in route or
completed.
To recall a document:

1 Select the module for the type of document you want to recall.

2 Click the radio button or checkbox that corresponds to the document you want to recall.

3 Click Route.

4 Select Recall from the Action drop-down menu.

If this option in Module Is... Then...
Customization...

Allow non-Admin users to Selected You can recall the document and
recall documents from this all of its associated Cost Items,
route provided that you have permission
to all document types.

Do not allow recall of Cost Selected The document is recalled, however,

Items included on this route and any Cost Items associated with the
if those Cost Items are on specific modules selected modules will not be re-
any of the following docu- have been selec- called.
ment types ted in the ac-
companying
drop-down box

■ If any of the documents you are recalling are on a purchasing document, a prompt displays. Respond
to the prompt accordingly.

5 Enter notes, if necessary or required.

6 Click Save/Close.
■ The Routing icon no longer displays.

See also:

■ Routing Documents Buttons on page 26

■ Routing Documents Procedures on page 29

■ Defining a Route

Administrator Role
This section discusses Administrator roles and includes the following topics:

34 | Chapter 2 Key Concepts

 See also:

■ Defining a Route

Skipping a Step
You may need to skip a step in the route process. For example, if a cost event is in the queue of an employee
on vacation, you may need to skip that approval to meet your deadline. Only users with Administrator
permission can skip a step.
To skip a step in the routing process:

1 Select the module for the type of document whose route you want to modify.

2 Click the radio button or checkbox that corresponds to the document whose route you want to modify.

3 Click Route.

4 Select Skip User or Skip Step from the Action drop-down menu.

5 Enter any notes, if necessary or required.

6 Click Save/Close.

See also:

■ Defining a Route

Defining a Route
To define a route:

1 Navigate to: Maintenance ➤ Data Maintenance ➤ Module Customizations.

2 Select a Module.

3 Click Edit.

4 Click the Routing tab.

5 Click New.
■ The Workflow Route window opens with the General tab displayed as the default.

6 Type a name for this route.

■ This field is required.

7 Set the State of the route to Active.

■ Select Void to remove a route. Only active routes are available to end users.

8 Choose an Uploaded File, if desired, intended to give end-users explanation about the use of the route.

9 Determine the Rules During Route.

■ Select Allow Previous Routes to Display to indicate if you want to allow the step participants to view
prior instances of routes when reviewing the document.

■ Determine which users you want to Allow to Make Changes While in Route. BIC User refers to a
current Participant. This option gives participants with the appropriate module-level permission
the ability to modify the document while it is in the route.

Routing Documents Procedures | 35

 ■ Determine if you want the route to Lock Documents at End of Route When Route Ends with
“Approved.” Other responses do not have the power to lock a document. Please note that the
Approved response is only available for “Approval” type steps.
■ Determine whether you want Administrators to be able to edit locked documents (not typically
recommended).

■ Determine if the initiator can select individual cost items to lock (Cost Events, CCDs, RCOs, and
OCOs only).

■ Select whether you want to Allow BIC User to Solicit Additional Response(s), and whether in doing
so they can pass responsibility for a decision (delegate) to others. You can solicit responses from
multiple people, but can only delegate to one.

■ If you want to Specify a Document Template on the Route Action tab, do so. Otherwise, the
document's selected Document Template will be used.

10 Determine the Step Default Settings.

■ For one type of step, determine the defaults for whether a Note is required of step participants. The
available Step Types are Approval, Review, Workflow, Separator, and Aggregator, defined as follows:
■ Approval – Has available responses of Approve and Do Not Approve.

■ Review – Has available responses of Reviewed and No Comment.

■ Workflow – Has available responses of Step Complete and Could not Complete

■ Separator – No users assigned to step. This special step is intended to enable more than one
process to be active at a time. All of the Step Exit Conditions will be followed at once in Separator
steps.

■ Aggregator – No users assigned to step. This special step is intended to re-aggregate the parallel
steps in the workflow.

11 Create any Route Entry Conditions.

■ A Route Entry Condition determines whether to make the Route available to documents. Routes
with no Route Entry Conditions will be available to any document.

12 Click Save.

Document Updates Tab

1 Click the Document Updates tab, if available.

2 Select the statuses to update the document automatically when it enters the route, when the route ends
with an approved status, when the route ends with a not approved status, or when it is recalled from
the route. Only Approval type steps can cause a route to end in Approved or Not Approved.

3 Select the amount(s) to update automatically on the document when it completes the route. To add
multiple amounts to update, complete a row and click Save. You can add another row.

4 Click Save.

Routing Steps Tab

On the Routing Steps tab, you can establish the steps to be followed in the Route. The step numbering is
not what controls the order the steps flow in the Route—they can flow in any order as defined by the Step
Exit Conditions.

1 Click the Routing Steps tab.

36 | Chapter 2 Key Concepts

 2 Click New.

3 Type a Description for the routing step.

4 Determine if this is the Starting Step (the Route will start with this step without regard to the step
numbering).

5 Choose the Step Type.

■ Approval – Has available responses of Approve and Do Not Approve. This Step Type is the only one
that can perform Document Updates and Lock documents if ending the Route.

■ Review – Has available responses of Reviewed and No Comment.

■ Workflow – Has available responses of Step Complete and Could not Complete

■ Separator – No users assigned to step. This special step enables more than one process to be active
at a time. All of the Step Exit Conditions will be followed at once on Separator steps.

■ Aggregator – No users assigned to step. This special step re-aggregates the parallel steps in the
workflow.

6 Determine the Masking Template to apply to the step. This is useful in controlling what information
a user is allowed to edit during a certain step.

7 Determine which responses require notes. The responses vary per Step Type.

8 Add Instructions for the User(s). This text is provided to help you on the Action tab.

9 Determine the Step Participants and rules for them.

■ If you do not want to select individuals, select by Routing Role. Team members that are Users can
be assigned a Routing Role (or multiple Roles) in Project Information ➤ Project Team.

■ Determine the number of responses required to proceed to the next step:

■ At Least One – Any affirmative response results in the affirmative condition being followed.

■ One Accept – One participant must accept the step, but then that user becomes the only
participant in the step.

■ Custom % – You can specify the percentage of affirmative responses required to cause the
affirmative exit condition to be followed.

■ Majority Required – One participant over 50% must provide an affirmative response to cause
the affirmative exit condition to be followed.

■ All Required – 100% affirmative responses are required. Any negative response constitutes a
negative response as a whole and causes the negative exit condition to be followed.

■ Decide whether to see an Allowed Time. Setting an Allowed Time of 0 days is the same as leaving
it blank (no notifications sent).

■ Determine whether reminders will be sent.

10 Set up Step Exit Conditions. You are required to click Save before conditions can be created. The
conditions are the possible paths that can be followed from a step. By default, an affirmative and a
negative step are created. These automatically created steps cannot be removed, and they must remain
at the bottom of the list.
■ Create additional conditions that have logic in them (for example, Cost Event Approved <= 1000).

■ Conditions are evaluated from top to bottom, and the document follows the first matching path.

Routing Documents Procedures | 37

 ■ Creating a Summary condition allows you to create conditions based on the sum of all of the
documents of that document type (available only for Cost Management documents).

11 Click Save/New or Save.

12 Repeat steps 3-11 until you enter all the users who need to process the document. By using Segregator
and Aggregator steps you can create workflows that split into parallel processes. Aggregator steps wait
until all of the separated threads catch up before following their Exit Conditions.

13 Click Close.

NOTE It might be helpful to consider creating your steps in reverse order. This way, your steps used for the Exit
Conditions have already been created when their precedent steps are created.

See also:

■ Defining a Route

Recalling a Document
Occasionally, you might need to withdraw your document from the routing process. Recalling unlocks the
document and its associated items, and the document can be re-routed. Users with Administrator permission
can recall any routed document.
To recall a document:

1 Select the module for the type of document you want to recall.

2 Click the radio button or checkbox that corresponds to the document you want to recall.

3 Click Route.

4 Select Recall from the Action drop-down menu.

■ The document and all of its associated documents are recalled.

5 Enter notes, if necessary or required.

6 Click Save/Close.
■ The Routing icon is no longer displayed.

See also:

■ Routing Documents Buttons on page 26

■ Routing Documents Procedures on page 29

■ Defining a Route

Button Descriptions
The following table contains the Alternates buttons, descriptions of the buttons, and the permissions required
to be able to use the buttons. .

38 | Chapter 2 Key Concepts

Common Toolbar Buttons
The following table contains the Common Toolbar button descriptions.

Button Description

Attach an item. See Attachments for more information.

Add comments to an item.

Opens the Copy Wizard, so you can copy the selected item within
the same project or to another project.

Establish defaults for numbering and other attributes by project. See

Module Customization for POCOs for more information.

Enables you to modify an item.

Quick Filter to search for an item with a specific value.

View the distribution history and access previous versions of the item.
Locked documents cannot be edited so new versions are created.
Previous versions are stored in History. This button is available in most
modules.

Enables you to create or upload a new item.

Opens the Process Wizard on page 73 so you can process the selected
item into another document.

Enables you to remove the selected item.

Short cut to the Reports module.

Enables you to save your entries and keeps the current window open.

Enables you to save your entries and closes the current window.

Enables you to save your entries and clears all fields to allow for new
entries.

Opens the Send Wizard, so you can send your item by fax, messaging
or email. See Send Wizard on page 59 for more details.

Enables you to check the spelling of text entered into the system.

Common Toolbar Buttons | 39

 Button Description

Enables you to view information about a selected item in the Con-

structware database in a printable format.

Closes the current window and returns you to the main log of the
module.

Enables you to void an item.

Enables you to open the Date pop-up.

Enables you to open the time drop-down.

Common Functions Buttons

Common Function buttons are buttons that invoke an action while working with Edit or other input pages
throughout Constructware.

Select
Allows you to select from a list of items.
See Select Popup Windows on page 120 for more instances of Select pop-up windows.
Example: Selecting a Project

Browse
Allows you to browse for a document you want to upload to Constructware.

Groups
Allows you to select a Group to be the recipient or sender of a document or message in Constructware.

Example

40 | Chapter 2 Key Concepts

Remove
Allows you to remove a selected item in Constructware.

Date Popup
Allows you to open the Date pop-up window. Two months are shown at one time. You can switch years
using a drop-down list. The current date is highlighted in orange.

Example:

Time
You can enter the time directly in the field, or, clicking the Clock button turns the field into a drop-down
list that lists time in half-hour increments.

■ Selecting a time from the list inserts the selected time into the field.

Common Functions Buttons | 41

 Down Arrow
Clicking this button to the left of text entry fields or clicking the tan bar section in Constructware enables
you to increase the size of the field three (3) times its normal size. The arrow image changes to an up arrow
image.

Up Arrow
When you click the up arrow image or tan bar section, the field height returns to normal size, and the arrow
image changes to the down arrow image.

42 | Chapter 2 Key Concepts

 See also:

■ Client Setup

Quick Launch Buttons

The buttons along the left side of the page are the Quick Launch Buttons. They provide a shortcut to specific
modules in Constructware.

Button Description

Opens the CW Desktop to the tab you have specified in CW Desktop

Module Customization.

Clicking the Star button opens a drop-down menu. This drop-down

menu lists the modules you may already have defined (Personal Calls,
Project Calls, and Feedback in our example) as your “Favorites”, as
well as the two options:

Organize Favorites: Selecting this menu item directs you to the

Preferences tab of the User Info module. See Selecting a Favorite
Module on page 98 for more information.
Favorite Reports: Selecting this menu item directs you to the Favor-
ites tab in the Reports module.

Opens the New/Edit Call window. Here, you can create a Call Entry.
See Personal Calls and Project Calls for more information.

Opens the Send Wizard on page 59, so you can send a message,
email or fax, with or without a document and/or create a Distribution
List.

Opens the Criteria tab of the Search window, allowing you to enter
search criteria and run a search. You must have the View permission
to the Search module for this button to display.

Opens the Create New Task window, allowing you to create a Personal
or a Project Task. See Personal Tasks or Project Tasks for more inform-
ation.

Clicking the Menu button or hovering over it with your mouse dis-
plays the menu containing the module list. (The functionality depends
on the option you selected in the Changing Your Start Page section.)
The Push Pin button now displays, pointing to the left.

Quick Launch Buttons | 43

 Button Description

Clicking the Push Pin button pointing to the left or hovering over it
with your mouse. (The functionality depends on the option you selec-
ted in the Changing Your Start Page)

Menu Collapse Button

The following table contains information about the Menu Collapse button.

Click the Push Pin button to hide the menu containing the module
list.

Click Menu to have it display.

Before selecting the Push Pin:

After selecting the push pin to hide the menu:

44 | Chapter 2 Key Concepts

Reference Support Buttons
The four buttons in the upper right corner of your page are available in every module that you have
permission.

Button Description

Send Feedback to Constructware. See Creating a Feedback Message

on page 48.

Open the Infodex on page 17, which is a quick way to find Compan-
ies, Contacts, Projects, and Employee information.

Open the Constructware online help system. Clicking this button

automatically opens the Overview help page of the module in which
you are currently working.

Exit Constructware and terminate the session on the server.

Constructware Icons
Throughout Constructware, the Main log of most modules contains icons that indicate that more information
about the line items is available and allow you to view the information.

Button Description

Indicates that supporting documents are linked to the doc-

ument.

Indicates that the document has an “Active” state.

Indicates that the document has a “Draft” state.

Indicates that the document is locked.

Indicates that the document is void. Voided documents are

by default not shown in any log, but can be displayed by
marking the Show Voided checkbox.

Enables you to view the selected document.

Enables you to edit the selected document.

Lists the current version of the document. Clicking the hy-

perlinked version number opens the History pop-up window.

Enables you to view and enter comments about the docu-

ment.

Enables you to view notes about the document.

Reference Support Buttons | 45

 Button Description

Indicates that the data is current as of the date and time

shown.
Data saved in the system before the “Datamart Run” is in-
cluded in custom reports approximately two hours later.
Following are the Datamart run times and data availability.
Datamart run times change depending on the observance
of Daylight Saving Time. Listed first are the times for Eastern
Standard Time (EST) and listed second are the times for
Eastern Daylight Saving Time (EDT).

Eastern Standard Data Available (approx.)

Time (EST)

12:30 am 1:30 am

2:30 am 3:30 am

4:30 am 5:30 am

6:30 am 7:30 am

8:30 am 9:30 am

10:30 am 11:30 am

12:30 pm 1:30 pm

2:30 pm 3:30 pm

4:30 pm 5:30 pm

6:30 pm 7:30 pm

Eastern Daylight Data Available (approx.)

Saving Time (EDT)

1:30 am 2:30 am

3:30 am 4:30 am

5:30 am 6:30 am

7:30 am 8:30 am

9:30 am 10:30 am

11:30 am 12:30 pm

1:30 pm 2:30 pm

3:30 pm 4:30 pm

5:30 pm 6:30 pm

46 | Chapter 2 Key Concepts

 Button Description

7:30 pm 8:30 pm

Feedback
In Constructware, Feedback provides a means for communicating with the Constructware Support or
Development staff. All users have access to this tool.
The types of feedback that can be submitted are:

■ A Data Request to remove data entered in error that a user cannot delete.

■ A Program Error in which the system is not performing a function accurately.

■ A Question about how or why it works the way it does.

■ A Suggestion to enhance the functionality of Constructware.

■ An Admin Request for the users to direct any action/information request to their Supervisor.

When saved, the Feedback item is sent to Constructware or your company's internal Feedback Supervisor.
The routing depends upon rules as determined by your company.
Feedback Admin located in the Maintenance folder is used to set the rules for the routing of Feedback items.
Users can view or edit this module according to permissions.
A log of all Feedback items is saved in the Feedback Log, located in the Maintenance folder, from your
company's Constructware site. The Constructware Feedback Supervisor can assign priorities to the items
here. Users can view or edit this module according to permissions.

Feedback | 47
 See also:

■ Client Setup

Creating a Feedback Message

1 Click the Feedback button in the top right portion of your page.

2 Select a Type and a Module from the available Lookup Tables.

3 Enter an appropriate Short Description and Detailed Description. These descriptions can be used later
as search criteria.

4 Select a Feedback type. The types of feedback that can be submitted are:
■ A user cannot delete a Data Request to remove data entered in error.

■ A Program Error in which the system is not performing a function accurately.

■ A Question about how or why it works the way it does.

■ A Suggestion to enhance the functionality of Constructware.

■ An Admin Request for the users to direct any action/information request to their supervisor.

5 Click Save on the toolbar.

■ You will see a notification page informing them that the Feedback was logged, you are given a
tracking number, and are informed who received this Feedback (Constructware or the company’s
Feedback Supervisor. Constructware sends an email to you when the item is closed.

Wizards
This section discusses the wizards.

Project Wizard

With the Project Wizard, you can build a checklist of items to track modules or sections of the project to be
set up, with special notations being made if the sections were copied or set up manually. The checklist serves
as a central document that encompasses all project-specific setup items, so you can track project setup
progress.
You can access the Project Wizard from Projects or Project Checklist.
After a project is created with the Project Wizard, the state of the project is Uninitialized until all of the
necessary files have been copied and updated, then the State becomes Active.

NOTE You cannot access the details of the project until it is fully initialized in the system. The person who creates
the new project will receive email notification upon completion.

If project information is accessed before it is complete, the following message displays:

48 | Chapter 2 Key Concepts

 Initiating the Project Wizard
To initiate the Project Wizard:

1 Access the first step of the Project Wizard by clicking New Project button while in Project Information
➤ Project Checklist, or New in the Projects or Project Details.

2 Choose if you want to create a project manually or copy an existing one.

3 If the Copy option is selected, choose which items to copy.

4 Select any additional Checklist Items, which are Constructware modules.

■ You can only add those Items to which you have access.

■ If you select the Include Permissions and Auto-Notifications checkbox and the Project Team checkbox,
but do not select the Include Groups checkbox, then only individual users’ and the project team
group permissions and notifications will be copied—no other group permissions or notifications
will be copied.

■ If you select the Include Permissions and Auto-Notifications checkbox but do not select the Project
Team or Include Groups checkbox, then no permissions or notifications will be copied.

■ To save navigation, you can link directly to these modules or document types and perform actions
on them (provided you have permission to do so) by clicking the Take Action button beside the
Checklist Item.

■ Example: Selecting a Checklist item, clicking the Take Action button, and then choosing Edit opens
the Edit pop-up for the selected Checklist Item or module.

5 Confirm the Sections to copy and the checklist items to be created and complete the wizard.

See also:

■ Client Setup

Project Wizard Buttons

The following table contains descriptions of the Project Wizard buttons.
Location: Project Wizard

Project Wizard | 49
 Permissions: Depend on Projects permissions

Button Description

Returns you to the previous step.

Continues to the next step.

Closes the Process Wizard. The selected documents is not

be processed.

Closes the Process Wizard and processes the documents.

Closes the Process Wizard. Actions already performed are

saved.

Removes the selected project.

Opens the Project Select pop-up window that allows you

to select the source project if copying one or multiple pro-
jects.

Project Wizard Fields

The following table contains the Project Wizard field descriptions.
Depending on whether you choose to create a project manually or copy an existing one, and depending on
the number of projects you want to create, the available data fields and the number of steps to complete for
the Project Wizard will vary.

Field Description

Select the method of project creation

Create a New Select one of the following radio buttons to indicate how you
Project want to set up the project:
■ Set Up Manually: Creates a new project without copying
existing values.
■ Copy an Existing Project: Copies an existing project. See
Copying to Multiple Projects on page 58 for more inform-
ation.

The selection you make here, along with the number of projects
you want to create, impacts the number of steps of the wizard.
Choosing more than one project to create causes the Wizard
to go through 4 steps.

Notify Me on Select this checkbox to be notified when the project is copied.

Project Copy This option is available only when you choose to copy an exist-
Completion ing project; otherwise the checkbox is read only.

50 | Chapter 2 Key Concepts

Field Description

Number of New Select the number of projects you want to create. The selection
Projects to Create you make here,along with your choice of whether to create a
project manually or copy an existing one, will impact the
number of steps of the wizard.

Parent Project Select the Parent Project Name and select the appropriate
checkboxes.
This field is visible only if Parent-Child project relationships are
enabled to separate certain information into Child Projects and
allow roll-up of that information to the Parent level.
The following modules are enabled for Parent-Child capability:
ASIs, CCDs, CCOs, Contracts, Correspondences, Cost Events,
Cost Items, Design Reviews, Drawings, Invoices, OCOs, POs,
POCOs, RCOs, RFIs, and RFQs.
Note: The system does not copy documents from the parent
project(s) to the child project(s).

Choose project elements to create/copy

Copy From Pro-

ject

Currency Select the currency to use on the project.

Division Select a division to associate with the new project.

New Project No. Enter a number for the new project.

New Project Enter a number for the new project.

Name

Project Details Note: This option is available only when you are creating a
(for auto-notifica- single project manually.
tion) Indicates the number of projects you chose to create. Click the
down arrow to open the Projects pop-up window, listing the
numbers, descriptions and divisions of the newly created pro-
jects. See Projects Fields for more information.

Choose checklist items to create

Checklist Items Select the checkboxes for the modules you want to copy.
Click Select All to select all modules for copying.
You can add non-Constructware items to the checklist by
adding them to the Checklist Item Lookup Table in Module
Customization. See Module Customization for Project Checklist
for more information. The checklist items you define display
under the user-defined heading.
Note: Your permissions determine which Constructware mod-
ules display and are available for selection.

Additional Checklist Items - available when copying a project

Checklist Items Enables you to add additional items not available on the source
project you are copying from. The availability of the items de-

Project Wizard | 51
 Field Description
pends on your permission to access the document types in
Constructware.

Confirmation

Checklist Items This field is read only.

Selected

Division This field is read only.

New Project This field is read only.

Name

New Project No. This section lists all Checklist items you selected in the previous
step.

Parent Project This field is read only.

Module Customization for Project Wizard

Establish defaults globally through Maintenance ➤ Data Maintenance ➤ Module Customization.
Use the Module Customization to establish defaults for numbering and other attributes on a client level.

Client Tabs

Attributes
Establish defaults for ASI attributes as described in the following table:
Only users with Change or better permission to the Module Customization module can change the Masking
and Labeling settings.

Attribute Description

Cost Management

Budget and Defines whether this attribute is selected by default as a Checklist item
Budget Codes only or a Copy item.

Budget and Defines whether this attribute is selected by default.

Budget
Codes: In-
clude All
Budget Code
Details (ex-
cept Estimate
Amounts)

Budget and Defines whether this attribute is selected by default.

Budget
Codes: In-
clude Budget

52 | Chapter 2 Key Concepts

Attribute Description
Code Estimate
Amounts

Budget and Defines whether this attribute is selected by default.

Budget
Codes: In-
clude Budget
Code Fore-
casts

Default Insur- Defines whether this attribute is selected by default as a Checklist item.
ance

Markup For- Defines whether this attribute is selected by default as a Checklist item.
mulas

Payment Defines whether this attribute is selected default as a Checklist item.

Application
SOV

Document Management

Drawing Log Defines whether this attribute is selected by default as a Checklist item.

Event Letters Defines whether this attribute is selected by default as a Checklist item.

Permits Defines whether this attribute is selected by default as a Checklist item.

Punch Lists Defines whether this attribute is selected by default as a Checklist item.

Submittals Defines whether this attribute is selected by default as a Checklist item.

File Management

File Director Defines whether this attribute is selected by default as a Checklist item
only or a Copy item.

File Director: Defines whether this attribute is selected by default.

Include Con-
tents

File Director: Defines whether this attribute is selected by default.

Include Per-
missions and
Auto-Notifica-
tion

Maintenance

Data Ex- Defines whether this attribute is selected by default as a Checklist item.
change

Module Cus- Defines whether this attribute is selected by default as a Checklist item.
tomization

Project Wizard | 53
 Attribute Description

Project Specif- Defines whether this attribute is selected by default as a Checklist item
ic Document only or a Copy item.
Templates

Project Specif- Defines whether this attribute is selected by default as a Checklist item
ic Lookup only or a Copy item.
Tables

Notify logged Notifies the logged in user upon project completion by default.
in User when
Project Copy
completes

Project

Project CSI Defines whether this attribute is selected by default as a Checklist item
Codes only or a Copy item.

Project CSI Defines whether this attribute is selected by default.

Codes: Copy
From Other
Source

Project Cur- Defines whether this attribute is selected by default as a Checklist item
rent Dates only or a Copy item.

Project De- Defines whether this attribute is selected by default as a Checklist item
faults only or a Copy item.

Project Details Defines whether this attribute is selected by default as a Checklist item
only or a Copy item.

Projects: In- Defines whether this attribute is selected by default.

clude Primary
Phone\Fax

Project Team Defines whether this attribute is selected by default as a Checklist item
only or a Copy item.

Project Team: Defines whether this attribute is selected by default.

Include
Groups

Project Utilit- Defines whether this attribute is selected by default as a Checklist item
ies only or a Copy item.

Public Web- Defines whether this attribute is selected by default as a Checklist item
site Setup only or a Copy item.

Reporting

Custom Re- Defines whether this attribute is selected by default as a Checklist item
ports only or a Copy item.

54 | Chapter 2 Key Concepts

 Attribute Description

Source Pro- The wizard defaults to the manual method unless the Source Project
ject Attribute is set in the Client Level Project Wizard setting, then the de-
fault is the copy method.

Masking
Allows you to hide or make certain attributes read only.

Additional Client Level Tabs

■ Data Exchange

■ Exhibits

See also:

■ Module Customization Interactions

Project Wizard Procedures

This section contains the procedures you can perform with the Project Wizard.

■ Creating a Single Project Manually

■ Creating Multiple Projects Manually on page 56

■ Copying a Single Project on page 57

■ Copying to Multiple Projects on page 58

Creating Single Projects Manually

To create single projects manually:

1 Navigate to Projects and click the New button, or in Project Checklist, click the New Project button.
■ Step 1 of the wizard opens.

2 Click the Set Up Manually radio button.

3 Mark the Notify Me on Project Copy Completion checkbox if you want to be notified when the copy
process is completed.

4 Select 1 from the Number of New Projects to Create drop-down list.

5 Click the Next button.

■ Step 2 of the wizard opens.

6 Enter/Select a New Project Number, Name, Division, and Currency for your new project.

7 If you are set up to receive auto-notifications upon New Project creation, you can enter your auto-notify
information by clicking the drop-down arrow.
■ The following fields are available: Estimate No., City, State/Province, County, Project Status, Project
Description, Projected Project Value, Project Type, Delivery Type.

Project Wizard | 55
 ■ If you select the Include Permissions and Auto-Notifications checkbox and the Project Team checkbox,
but do not select the Include Groups checkbox, then only individual users’ and the project team
group permissions and notifications will be copied—no other group permissions or notifications
will be copied.

■ If you select the Include Permissions and Auto-Notifications checkbox but do not select the Project
Team or Include Groups checkbox, then no permissions or notifications will be copied.

8 Select the Checklist Items you want to create by marking the appropriate checkboxes.
■ Checklist items are document types and project sections that are available to be copied.

■ The items listed here are available based on your permission to access the referenced document
types.

■ You can create non-Constructware checklist items by adding them to the Project Checklist Item
Lookup Table.

9 Click the Next button.

■ Step 3, the final step of the wizard opens displaying the project creation confirmation and listing
all the Checklist items you selected on the previous step.

10 Click the Finish button to complete the wizard.

Creating Multiple Projects Manually

To create multiple projects manually:

1 Navigate to Projects and click the New button, or click the New Project button in the Project Checklist.
■ Step 1 of the wizard opens.

2 Click the Set Up Manually radio button.

3 Mark the Notify Me on Project Copy Completion checkbox of you want to be notified when the copy
process is completed.

4 Select a number greater than 1 from the Number of New Projects to Create drop-down list.

5 Click the Next button.

■ Step 2 of the wizard opens displaying the number of line items according to the number of projects
you are creating.

6 Enter/Select a New Project Number, Name, Division, and Currency for your new project.
■ Optionally, enter a number for each of your new projects.

■ If you are entering information for less projects than you previously chose to create, then only those
number of projects are created for which you are entering information.

■ If you select the Include Permissions and Auto-Notifications checkbox and the Project Team checkbox,
but do not select the Include Groups checkbox, then only individual users’ and the project team
group permissions and notifications will be copied—no other group permissions or notifications
will be copied.

■ If you select the Include Permissions and Auto-Notifications checkbox but do not select the Project
Team or Include Groups checkbox, then no permissions or notifications will be copied.

56 | Chapter 2 Key Concepts

 7 Click the Next button.
■ Step 3 of the wizard opens.

■ The numeric value next to Projects represents the number of new projects you are creating. Clicking
the Details hyperlink opens the Details pop-up window displaying the name, number, and division
of the new projects.

8 Select the Checklist items you want to create by marking the appropriate checkboxes.
■ Checklist items are document types and project sections that are available to be copied.

■ The items listed here are available based on your permission to access the referenced document
types.

■ You can create non-Constructware checklist items by adding them to the Project Checklist Item
Lookup Table.

9 Click the Next button.

■ Step 4, the final step of the wizard opens displaying the project creation confirmation and listing
all the Checklist items you selected on the previous step.

10 Click the Finish button to complete the wizard.

Copying a Single Project

To copy a single project:

1 Navigate to Projects and click the New button, or in Project Checklist, click the New Project button.
■ Step 1 of the wizard opens.

2 Click the Copy Existing Project radio button.

3 Click the Select button to select the source project to copy from.

4 Select the Notify me on Project Copy Completion checkbox of you want to be notified when the copy
process is completed.

5 Select the number “1” from the Number of New Projects to Create drop-down list.

6 Click the Next button.

■ Step 2 of the wizard opens, displaying all the checklist items available in the source project.

7 Enter a number, name, division, and currency for your new project.

8 Select the Checklist items you want to copy by marking the appropriate checkboxes.
■ Checklist items are document types and project sections that are available to be copied.

■ The items listed here are available based on your permission to access the referenced document
types.

■ You can create non-Constructware checklist items by adding them to the Project Checklist Item
Lookup Table.

■ Items marked with a Green Checkmark are marked “Complete” in the source project from which
you are copying.

■ Finishing the Wizard from this step creates the project(s) using the Client Defaults for Checklist
Items set up for “Project Wizard”.

Project Wizard | 57
 ■ If you select the Include Permissions and Auto-Notifications checkbox and the Project Team checkbox,
but do not select the Include Groups checkbox, then only individual users’ and the project team
group permissions and notifications will be copied—no other group permissions or notifications
will be copied.

■ If you select the Include Permissions and Auto-Notifications checkbox but do not select the Project
Team or Include Groups checkbox, then no permissions or notifications will be copied.

9 Click the Next button.

■ Step 3 of the wizard opens.

■ The numeric value next to Projects represents the number of new projects you are creating. Clicking
the Details hyperlink to open the Details pop-up window, displaying the name, number and division
of the new projects.

10 Select additional checklist items for your new project.

■ These are checklist items that are not available to copy from the source project.

11 Click the Next button.

■ Step 4, the final step of the wizard opens displaying the project creation confirmation and listing
all the Checklist items you selected on the previous step.

12 Click the Finish button to complete the wizard.

Copying to Multiple Projects

To copy multiple projects:

1 Navigate to Projects and click the New button or click New Project in the Project Checklist.
■ Step 1 of the wizard opens.

2 Click the Copy an Existing Project radio button.

3 Click the Select button to select the source project to copy from.

4 Select the Notify Me on Project Copy Completion checkbox of you want to be notified when the copy
process is completed.

5 Select a number greater than 1 from the Number of New Projects to Complete drop-down list.

6 Click the Next button.

■ Step 2 of the wizard opens displaying the number of line items according to the number of projects
you are creating.

7 Enter/Select a New Project Number, Name, Division, and Currency for your new project.
■ If you are entering information for fewer projects than you previously chose to create, then only
that number of projects are created for which you are entering information.

■ If you select the Include Permissions and Auto-Notifications checkbox and the Project Team checkbox,
but do not select the Include Groups checkbox, then only individual users’ and the project team
group permissions and notifications will be copied—no other group permissions or notifications
will be copied.

■ If you select the Include Permissions and Auto-Notifications checkbox but do not select the Project
Team or Include Groups checkbox, then no permissions or notifications will be copied.

58 | Chapter 2 Key Concepts

 8 Click the Next button.
■ Step 3 of the wizard opens.

■ The numeric value next to Projects represents the number of new projects you are creating. Clicking
the Details hyperlink opens the Details pop-up window displaying the name, number, and division
of the new projects.

9 Select the Checklist items you want to create by marking the appropriate checkboxes.
■ Checklist items are document types and project sections that are available to be copied.

■ The items listed here are available based on your permission to access the referenced document
types.

■ You can create non-Constructware checklist items by adding them to the Project Checklist Item
Lookup Table.

■ Items marked with a Green Checkmark are marked “Complete” in the source project you are copying
from.

10 Click the Next button.

■ Step 4 of the wizard opens, allowing you to add additional checklist items.

11 Select additional checklist items for your new project. These are checklist items that are not available
to copy from the source project.
■ Finishing the Wizard from this step creates the project(s) using the Client Defaults for Checklist
Items set up for “Project Wizard”.

12 Click the Next button.

13 Step 5, the final step of the wizard opens displaying the project creation confirmation and listing all
the Checklist items you selected on the previous step.

14 Click the Finish button to complete the wizard.

See also:

■ Project Wizard Fields on page 50

Send Wizard

The Send Wizard is a multi-step process that combines different ways of sending documents or messages
into one simple interface. You can use the Send Wizard to send documents through e-mail, fax, or
Constructware message to users and contacts, or simply notify them about the document without actually
sending the document. If you uploaded an image of your signature in the User Info module, the image will
be included on your system template documents for correspondences and transmittals. In addition, it is
used to build a distribution list for a document regardless of the sending method.
For example, if you use the Send Wizard to fax a document, but also send a printed copy per mail, you can
record these actions through the Send Wizard.
To set up the fax function, contact Autodesk Customer Support at 1-800-892-0449. Some items to note when
using the Send Wizard:

■ The fax function is available only to those users who have the Initiate Faxing permission, which the Site
Supervisor grants.

Send Wizard | 59
 ■ The Outbound Faxing Service must be also be enabled for your Constructware site for this permission
to be granted.

You have two additional options to create and send a cover page with the document(s) you are sending.

Creating a Fax Cover Page

You can create a fax cover page using the following:

■ Generic Constructware Fax Cover Page: Click Preview to preview the generic fax cover page. This fax
cover sheet is not stored in Constructware; it is created as part of the send process and is not stored in
Correspondence or any other Constructware module. It is a basic fax cover page with your company's
logo similar to the fax cover sheet template ([sys] Fax Coversheet) found in the Correspondence module.

■ Correspondence Template: Use one of the Correspondence Templates available for the project you are
sending from. This option creates and logs a correspondence in the Correspondence module. If you
uploaded an image of your signature in the User Info module, the image is included on your system
template documents.

■ Create a Transmittal using Template: Each recipient listed as “To” in the Send Wizard receives a
Transmittal. All “CC” recipients are listed on all Transmittals. If you uploaded an image of your signature
in the User Info module, the image is included on your system template documents.

■ When Sending from File Director: The email function is available when you are the Parent Folder owner,
have Administrator permission to File Director or Download or higher permission for the Parent Folder
of any document selected for sending.

Working with Documents

■ When sending a Submittal Package through the Send Wizard, you can optionally include the Linked
Docs for the Items within the Package.

■ When sending a Meeting through the Send Wizard, you can optionally include the Linked Docs for the
Agenda or Minute Items.

■ Not all documents can be sent by message, email, and fax. Exceptions to this include Reports (cannot
be sent by message) and Custom Forms (cannot be sent by email or fax).

■ A set of documents being faxed cannot exceed 10 MB. Constructware does not enforce this limit, but
the faxing service provider enforces it and will return an error if the documents exceed the size limit.
Constructware does not monitor the size limit of a faxed set of documents.

■ The Send Wizard is launched when the user selects Send from a module or from the Quick Launch bar;
creates a new Message; or replies to, or forwards a Message or Send Confirmation.

■ You can finish the Send Wizard on Step 1. This closes the Wizard and sends a Message to users in the
Recipients list. It will not send an email or fax.

■ The options Send All Documents to All Recipients and Select Documents to Send per Recipient on Step
2 determine whether the Wizard has 3 or 4 steps. The 3-Step wizard sends all documents to all recipients
and the 4-Step wizard allows the user to specify document-recipient combinations on Step 2.

■ You can use the Move Up and Move Down arrows to change the order in which the documents will be
sent. The document at the top of the Documents list will be sent first; the document at the bottom of
the Documents list will be sent last.

60 | Chapter 2 Key Concepts

 Using the Send Wizard
Using the Send Wizard does the following:

■ Create a Distribution table on the sent document.

■ Create an entry in your Personal Outbox.

■ Create an entry in the Project Outbox if non-confidential.

■ Create an entry in the Distribution History for the document being sent.

Uploaded Files
Note the following when uploading files:

■ Sending an uploaded file through email or fax the Send Wizard will treat the documents as separate files
(even those supported by Internet Explorer, for example, *.jpg). These uploaded files do not count toward
Constructware’s ten-document limit. The Constructware document page (the “cover page” with attributes
about the document) is not sent when sending outside of Constructware.

■ Links for documents are displayed in the HTML document but will not be active. This applies to
Documents, Drawing Log, and File Director.

■ If the recipient is still connected to the Internet, logos and graphics are viewable in the email.

■ Document types that have uploaded files that can be sent through the Send Wizard are: Project Inbox,
File Director, Documents, Drawing, and Correspondence.

Supported Files for Faxing

The following table contains file types Constructware supports for faxing.

DCX Image PDF

GIF Image PNG Image (Portable Network Graphics)

HTML Plain Text

JPEG Image Postscript level II

MS Word RTF

MS Excel TIFF Image

MS PowerPoint ZIP

PCX Exchange Visio

PCL (Hewlett Packard)

Send Wizard Buttons

The following table contains the Send Wizard buttons descriptions.
Location: Send Wizards

Send Wizard | 61
 Permissions: All User

Button Description

Returns you to the previous step.

Continues to the next step.

Closes the Send Wizard. The selected documents will not be sent.

Closes the Send Wizard and sends the documents through all selected
methods.

Opens the Select Groups dialog box listing all groups currently existing
for that project. Select a group to select contacts.
Note: You can only open the Select Groups dialog box if you have
selected a Project first.

Changes the order in which the documents are sent. The Move Down
button moves the selected document down in the list. The first doc-
ument in the list is the first document that will be emailed or faxed;
the last document is the list is the last document that will be emailed
or faxed.

Changes the order in which the documents are sent. The Move Up
button moves up the selected document in the list. The first document
in the list is the first document that will be emailed or faxed; the last
document is the list is the last document that will be emailed or faxed.

Open See the “Open Function” portion of Constructware Functions on

(button page 19 to learn more about the possible application options and
varies) how to view the selected documents.

Enables you to preview the Generic Constructware Fax Cover Page.

Use the Quick Add button to add contacts and companies to your
document quickly. When you click the button, the Quick Add pop
up displays so you can type a string of characters and then click Add.
If no exact match is found, the standard contact dialog displays so
you can select from the matches that were found, or enter additional
criteria. The system assumes that you will enter the text in the form
of “firstname lastname (company)”. If you enter only one word, it is
considered to be a last name. Anything entered between parentheses
is considered to be a company name. Note: If you are using a project-
specific document, the contact names will default to the members
of the project team.

Removes all selected contacts or documents.

Opens the Contacts on page 123 dialog box that allows you to select
recipients.

62 | Chapter 2 Key Concepts

 Button Description
Opens the Document Select dialog box.

Opens the View for the selected documents.

Send Wizard Fields

The options Send All Document to All Recipients and Select Documents to Send per Recipient on Step 2
determine whether the Wizard has 3 or 4 steps.
The 3-Step wizard sends all documents to all recipients and the 4-Step wizard allows the user to specify
document-recipient combinations on Step 2.
The following table contains the Send Wizard field descriptions, along with the location in which the fields
appear in the module.

Field Description Location

Body A field available for the user to enter comments about Step 1 of 3
the document being sent when sending a new docu- Step 1 of 4
ment. If the user forwards an existing document or
replies to a message, the original message is copied
into the Body field.
The Body can optionally include Signature Text as for
the sender as created in the User Information ➤
Preferences tab.

Company Lists the company name with which the recipient is Step 3 of 3
associated. Step 4 of 4

Concern- Displays the document type of the primary document Step 1 of 3

ing being sent. The document type identifies the module Step 1 of 4
from which the Send Wizard is initiated.
This field is left blank if you are sending a new mes-
sage/email/fax from Messaging Inbox, Personal Out-
box, or Project Outbox.

Confiden- Mark this checkbox to label the document as confiden- Step 1 of 3

tial tial. By default, the Confidential checkbox is not selec- Step 1 of 4
ted.
Confidential items display in your Personal Outbox log,
but do not display in the Project Outbox log.

Construct- This column is available only if: Step 2 of 3

ware Fax All documents for the recipient can be sent using this Step 3 of 4
method.
■ The sending user has Initiate Faxing permission.
Note: The Outbound Faxing service must be en-
abled for your Constructware site for the permission
to be available.

You can enter a fax number on-the-fly that will not be

stored with the contacts data in Constructware.

Send Wizard | 63
 Field Description Location
Note: For international fax numbers, preceed the
number with a “+” and the country code (leaving off
the “0” of your number, if applicable).

Copy to Clicking this button copies the Project Name and Step 1 of 3
Subject number into the Subject field. Step 1 of 4
This button is available only when you send a new
message, email or fax from the Messaging Inbox, Per-
sonal Outbox, Project Outbox or Quick Launch. In
other instances, the document and project information
is included in the Subject line by default.

Delivery Chose from the following options to determine the Step 2 of 3

Type type of delivery. Step 3 of 4
■ To: Sends the message/email/fax directly to the
recipient.
■ Cc: (Carbon Copy) Sends a copy of the mes-
sage/email/fax to the recipient, and the recipients
name is visible to other recipients.
■ Bcc: (Blind Carbon Copy) Sends a copy of the
message/email/fax to the recipient, and the recipi-
ents name is not visible to other recipients. Bcc
Recipients will be displayed on the Send Confirma-
tion for the sending user.

Docu- Displays the name of the document being sent. Clicking Step 3 of 3
ments View displays the selected document in a pop-up Step 4 of 4
window.
If recipients are being sent different documents, then
a Recipients column is displayed listing the recipients
for the corresponding document.

Docu- Lists the primary document and its linked documents Step 1 of 3
ments being sent. The system limits the number of documents Step 1 of 4
to send to 10, including the primary document.
Documents selected in this field display as columns in
step 2 of the Send Wizard, If the Select Documents to
Send per Recipient on Step 2 option is selected.
The primary document is listed first, followed by the
linked documents in the order they were linked.
■ This field is left blank if the Send Wizard is used
from any non-document-specific module (for ex-
ample, Project Team, Project Outbox).
■ The field lists the original document sent if the
document was forwarded.
■ A document's linked documents are not included
in the list of documents to send if you launch the
Send Wizard from a Multi-Edit page.

64 | Chapter 2 Key Concepts

Field Description Location

Docu- The documents selected on Step 1 in the Documents *Step 2 of 4

ments field display here as column headers, if the Select
Columns Documents to Send per Recipient on Step option was
selected on Step 1. Clicking View opens the Document
View.
*This step is available only if the Select Documents to
Send per Recipient on Step 2 options was selected on
Step 1.

E-Mail This column is available only if: Step 2 of 3

■ All documents for the recipient can be sent using Step 3 of 4
this method.
■ The sending user has a valid email address in
Constructware.

You can enter an email address on-the-fly that will not

be stored with the contacts data in Constructware.

Fax Cover Create a Fax Cover Page using: Step 2 of 3

Page and Generic Constructware Fax Cover Page: Step 3 of 4
Transmittal ■ Click Preview to view the layout of the cover sheet.
Options
Correspondence Template:
■ This option is available only if the sender can create
a a correspondence (Administrator, Change,
Company Only and Own Only). A correspondence
will be created and stored in Constructware's Cor-
respondence module.
■ One Correspondence is created for all recipients.
■ A project must be selected on Step 1

Create a Transmittal using Template:

■ Enables you to create a Transmittal based on the
selected template.
■ You can choose this option if you have permission
to create a Transmittal (Administrator, Change,
Company Only, or Own Only).
■ A project must be selected on Step 1.
■ One transmittal is created for each contact listed
as a To Recipient.

Insert Displays for the Meetings module only. Select this Step 1 of 3
Minute checkbox to add the linked documents for the meet-
and ing’s agenda and minute items. This checkbox is not
Agenda selected by default. You can only select this checkbox
Linked one time, and you cannot uncheck the checkbox to
Docs remove any added documents. Documents are added
in the following order:
1 Meeting
2 Meeting’s linked documents

Send Wizard | 65
 Field Description Location
3 Agenda’s or Minute Item’s linked documents (The
checkbox is hidden when sending multiple
Meetings with Multi-Edit.)

Insert Sub- Displays for the Submittals module only. Select this Step 1 of 3
mittal checkbox to add the linked documents for the pack-
Item’s age’s items. This checkbox is not selected by default.
Linked You can only select this checkbox one time, and you
Docs cannot deselect the checkbox to remove any added
documents. Documents are added in the following
order:
1 Package
2 Package’s linked documents
3 Package Item’s linked documents (The checkbox
is hidden when sending multiple Packages with
Multi-Edit.)

Message If you want to send a message to a user(s), this field

should be selected.

Method Lists the method the document will be sent. Step 3 of 3

Step 4 of 4

Other For example, mail, courier. These values are derived Step 2 of 3
from the project-specific Lookup Table on page 24 Step 3 of 4
“Send Via”.
Note that you can specify one Send Via lookup value
as the Designated Fax Value. This is used to associate
the value with the recipients' fax number in the Distri-
bution table on a document’s View.
The value Fax has this checkbox marked by default.
So, if you are using the Send Wizard to create a Distri-
bution List on the document, and you are manually
faxing the document, you select Fax in the Other
column on Step 2 of the Send Wizard.
On the printed document, the recipient's fax number
will be displayed next to Fax in the Distribution Table.

Project Displays the sending users current project. If you initiate Step 1 of 3
the Send Wizard from the Messaging Inbox or Personal Step 1 of 4
Outbox, Project Inbox and/or Project Outbox, the drop-
down list lists all projects listed in your Favorites.

Recipient List the recipient for the document. Step 3 of 3

Step 4 of 4

Recipient The recipients as selected in the Recipient field on Step *Step 2 of 4

1 if the Select Documents to Send per Recipient on
Step 2 options was selected on Step 1. Select the
checkboxes for the Recipients and Documents to de-
termine what recipient is to receive what document.

66 | Chapter 2 Key Concepts

 Field Description Location
*This step is available only if the Select Documents to
Send per Recipient on Step 2 options was selected on
Step 1.

Recipients The default names in the Recipients field change based Step 1 of 3
on the module from which the Send Wizard is initiated. Step 1 of 4

Select Doc- Clicking this radio button allows creates an additional Step 1 of 4
uments to step for the Send Wizard. This step allows you to
Send per choose which document you want to send to which
Recipient recipient.
on Step 2 See Sending a Document on page 69 for more inform-
ation.

Send All Clicking this radio button sends all documents listed Step 1 of 3
Docu- in the Documents field to all recipients listed in the
ments to Recipients field.
All Recipi- This choice caused the Send Wizard to have 3 steps.
ents

Subject If the Send Wizard is opened from a Document Module, Step 1 of 3

this field defaults to the current document information Step 1 of 4
(Document Type, Number, Project Name, Number).
Note: You can define the Subject per document type
in Module Customization. See Module Customization
for more information.

Users Only Message: This column is available only: Step 2 of 3

Category ■ If all documents for the recipient can be sent using Step 3 of 4
this method
■ For active users in your Constructware site.
■ At least one recipient is a user.

Send Wizard Interactions

The Send Wizard interacts with most Constructware modules. Select the Send button to start the Send
Wizard.
Because Constructware does not store criteria or the report output, Reports cannot be sent by Constructware
Message; they can only be sent by email and fax.
POs and Contracts can optionally have Exhibits associated with them. These Exhibits are sent with the PO
and Subcontract.
User must be the parent folder owner, have Administrator permission for FD, or have Markup permission
or higher for the parent folder of any document selected for sending to be able to send through email. Any
user can send File Director documents by Message. Users must have Initiate permission to be able to Fax.

Project Specific Lookup Table

Following is an illustration of the project-specific lookup table.

Send Wizard | 67
Distribution Table
Following is an example of how the Distribution table displays in the document.

Send Wizard Procedures

This section contains the procedures you can perform with the Send Wizard.

■ Sending a Document on page 69

68 | Chapter 2 Key Concepts

 ■ Sending and Notifying on page 70

■ Selecting Send Options on page 71

■ Selecting a Document on page 72

■ Sending Multiple Documents at Once

Sending a Document
Note the following when sending documents using the Send Wizard:

■ You can send up to ten documents at once. If you are launching the Send Wizard from a Multi-Edit page,
only the first ten of the selected documents will be sent, since this is the limit.

■ If you are sending a document with linked documents from a document log, for example, the document
you are sending is the primary item in the Attachment, up to nine of the linked documents will be
automatically added to the list. A document's linked documents are not included in the list of documents
to send if you launch the Send Wizard from a Multi-Edit page.

■ You can only send documents you have permission to access the document. Restrictions on document
access include permissions, confidential settings, and internal/external settings.

■ You can upload a file on-the-fly to send. Choosing this option allows you to enter attributes about the
file and the file is logged in the Documents module.

■ Only when sending a new message, email or fax from Messaging Inbox, Personal Outbox, Project Outbox,
or Quick Launch, is the Copy to Subject button available to copy the project name into the Subject field.
In other instances, the document and project information is included in the subject by default.

Steps to Sending a Document

To send a document:

1 Select the recipients on Step 1 of the Send Wizard.

2 Enter any information in the Body field.

3 Click Select in Step 1 of the Send Wizard on page 59 to select documents to send.
■ If you are clicking Send from a multi-edit page, the documents selected will populate the Documents
list box by default.

■ When you select additional documents to be sent, those document's linked documents will not be
included. The linked documents are included only when you click Send from a log.

■ Click View or Open if you want to view the document prior to adding it the list of documents to
be sent.
■ Clicking one of the buttons in the Open column allows you to access the file associated with
the Constructware document.

■ See to the “Open Function” portion of Constructware Functions on page 19 to learn more about
the possible application options.

4 Choose from the following:

■ Send All Documents to All Recipients: All documents are sent to all recipients. The Wizard in this
case contains 3 steps.

■ Select Documents to Send per Recipient on Step 2: Allows you to specify document-recipient
combinations. The Wizard in this case contains 4 steps, since the documents selected display as

Send Wizard | 69
 columns on Step 2 for you to be able to select the documents. Recipients specified when creating
or editing a specific document previously are selected by default.

5 Click Next.

6 Depending on your selection in Step 4 of this procedure (Step 1 of the Send Wizard), either:
■ Specify document-recipient combinations. This step allows you to choose which documents are
sent to which recipients and is defaulted based on the default recipients for the documents you are
sending. Select the column heading checkbox to select all recipients, or

■ Specify the sending method for the documents. See Selecting a Document on page 72 and Selecting
Send Options on page 71 for detailed information.

■ If all recipients are users, only the message column is checked by default. If one or more recipients
is not a user, email will be selected by default for all recipients.

7 Click Next.

8 Depending on your selection in Step 4 of this procedure (Step 1 of the Send Wizard), either:
■ Specify the sending method for the documents. See Selecting a Document on page 72 and Selecting
Send Options on page 71 for detailed information.

■ or

■ A distribution table is displayed.

■ The Documents section lists all documents that were sent. This section displays only if any documents
were selected for sending.

9 Click Next.
■ A distribution table is displayed.

■ The Documents section lists all documents that were sent. This section displays only if any documents
were selected for sending.

Sending and Notifying

To send and notify:

1 Click Send; or if in the Messaging Inbox or Outbox, click New, Reply, Reply All, or Forward.
■ The Send Wizard on page 59 Step 1 opens.

2 Select a Project from your list of Favorite Projects.

■ Depending on where you launched the Send Wizard from, the Project field may be pre-selected for
you and read only.

3 Choose the contacts as recipients of the selected documents you want to send.
■ Certain document types have default recipients when sending (for example, if you are sending
Meeting Minutes, the Required Attendees populates the Recipients field by default. You also have
the option to choose other or additional recipients.

■ Your options are:

■ Select the recipient by clicking the Select button. The Contact Select on page 123 dialog box opens
allowing you to select and add contacts to the recipient list. The Team Members Only checkbox
is marked by default.

70 | Chapter 2 Key Concepts

 ■ Select the recipients by clicking the Groups button. The Group Select pop-up dialog box opens
allowing you to select and add contacts that are members of a group to the recipients list.

■ You can remove contacts by selecting the contact and clicking Remove.

4 Select Concerning.
■ Depending on where you launched the Send Wizard from, the Concerning field may be pre-selected
for you and read only.

5 Click the Select button next to the Documents field to select the documents to send.
■ See Selecting a Document on page 72 for more information.

■ See Sending a Document on page 69 for more details about sending options through the Send
Wizard.

6 Click Finish to send your document(s) to users only in a message or click Next to proceed to the next
step of the Wizard.
■ See Send Wizard on page 59 for more details about Sending Options.

You can also send a recently created or modified document by navigating to the Personal Organizer ➤ CW
Desktop module ➤ Recent Tab.

Selecting Send Options

Method and Fax Cover
To select the Send options:

1 Select the delivery type for the recipients; choose from the following:
■ To: Sends the message/email/fax directly to the recipient.

■ Cc: (Carbon Copy) Sends a copy of the message/email/fax to the recipient, and the recipients name
is visible to other recipients.

■ Bcc: (Blind Carbon Copy) Sends a copy of the message/email/fax to the recipient, and the recipients
name is not visible to other recipients. Bcc Recipients will be displayed on the Send Confirmation
for the sending user

2 Select the method of sending your documents.

■ The document types previously selected determine the method of sending. This means that not all
document types can be sent by message, e-mail, and fax. For example, if you are sending a Design
Review and a File Director document, the only method available to you is Message because File
Director documents cannot be sent through email and fax.

■ If you are sending a document by fax, you can select to not use a fax cover page (default) or to use
a Constructware cover page by marking the appropriate radio button. The Constructware fax cover
page is an HTML document using the Send Wizard on page 59 values; it is not a Constructware
document.

3 Click Finish to send your document(s) by all methods selected or click the Next button to proceed to
Step 3 of the Wizard, which allows you to view a summary that lists your selected recipient contacts,
company, and sending method.
■ This Summary page is not a Send confirmation. Nothing is sent until you select the Finish button
on one of the Wizard steps.

Send Wizard | 71
 4 On Step 3, click the Finish button to send your document(s) based on the values you entered in the
previous steps.

Selecting a Document
When selecting a document:

■ You can send up to ten documents at once.

■ If you are sending a document with linked documents (for example, the document you are sending
is the primary item in the Attachment), up to 9 of the linked documents will be automatically added
to the list.

■ This only applies when sending a document from a document log (for example, you select a document
and click Send). If you are starting a new message/mail/fax and add documents, then the documents
linked documents are not automatically included in the list.

■ You can only send documents you have permission to access. Restrictions on document access include
permissions, confidential settings, and internal/external settings.

■ You can upload a file on-the-fly to send. Choosing this option allows you to enter attributes about
the file and logs the file in the Documents module.

Sending Documents using the Send Wizard

To use the Send Wizard to send documents:

1 Click the Select button in Step 1 of the Send Wizard on page 59.
■ The Document Select dialog opens.

■ The columns that are available depend on the type of document selected.

■ You can sort on column headings; and filter on column headings and other document attributes
to find the document you want to send.

2 Select the radio button that precedes the document number and then click Open if you want to view
the document before adding it the list of documents to be sent.
■ Clicking one of the buttons in the Open column allows you to access the file associated with the
Constructware document.

■ See the “Open Function” portion of Constructware Functions on page 19 to learn more about the
possible application option.

3 Click the Select button that precedes the document number to add the document to the list of documents
to be sent.

4 Click Close to close the Document Select dialog box.

■ You can remove selected documents by clicking Remove.

Sending Multiple Documents

Constructware allows you to send multiple documents at once using the Send Wizard.
This procedure can be completed in the following two different ways:

72 | Chapter 2 Key Concepts

 Sending from a Module
➤ From any module that supports the Send Wizard functionality (see Send Wizard Interactions on page
67), click Send on the toolbar to open the Send Wizard.
■ The document's linked documents are included by default (10 maximum).

■ See Sending a Document on page 69.

Sending from a Multi Edit Page

To send from a multi-edit page:

1 From any module that supports the Send Wizard functionality, click Multi Edit on the toolbar.

2 Select the documents you want to send by marking the corresponding checkboxes.
■ Each document's linked documents are not included by default.

■ A maximum of 10 documents can be sent at one time.

3 Click Send.

Process Wizard

You use the Process functionality easily create one document from another document or set of documents
using a two or three-step wizard.
The Process Wizard can pre-populate fields from one module to another, and, for Cost Management
documents, can pass Cost Items along from one document to another.
The Wizard consists of two or three steps, depending on the source and destination documents:

■ Wizard Step 1 – The document to process into, options to link documents, the status change of the source
document, the choice to move money, and the option to be notified when processing is complete and
the documents have been created.

■ Wizard Step 2 – The status of the destination document and the Cost Items (if processing cost-related
documents) to include are chosen, source documents may be dropped, and markups may be dropped.

■ Wizard Step 3 – The documents have been created, and can be viewed and individually edited.

See also:

■ Client Setup

Process Wizard Buttons

The following table contains the Process Wizard button descriptions.
Location: Process Wizard

Process Wizard | 73
 Permissions: All Users

Button Description

Returns you to the previous step.

Continues to the next step.

Closes the Process Wizard. The selected documents will not be pro-
cessed.

Closes the Process Wizard and processes the documents.

Closes the Process Wizard. Actions already performed are saved.

Open See the “Open Function” portion of Constructware Functions on

(Button page 19 to learn more about the possible application options and
varies) how to view the selected documents.

Removes all selected documents.

Opens the Document Select dialog box where you can select Docu-
ments into which you want to process the Issue. Permissions are en-
forced for selecting the Destination document.

Opens the View for the selected documents.

Process Wizard Fields

The following table contains the Process Wizard field descriptions, along with the location in which the
fields appear.

Field Description Location

Budget Code The budget code of the source document. Step 2

Budget Status The Status of the transaction. The status is a system Step 1
status that may be given a new name in Module
Customization.

CI No. The item number associated with the document. Step 2

Company The company owning the source document. Step 2

Copy Cost Item Proposed to Submitted, Submitted to Approved, Step 1

Cost Fields Approved to Committed, Recalculate Markups

Cost Status The Status of the Cost Item with relation to the Step 1
Cost side of the ledger (incoming money). The

74 | Chapter 2 Key Concepts

 Field Description Location
Cost Status is used to put money in columns based
on Data Rules in the Ledger Template.

Description The description of the source document. Step 1

Description The description for the document. Step 2

Existing Docu- The destination document type. Step 1

ment

New Document The destination document type. Step 1

Link Source Docu- Optionally link the source documents to the destin- Step 1
ment to Destina- ation document.
tion Document

Link Source Docu- Optionally link the source document's linked doc- Step 1
ment's Linked uments to the destination document.
Documents to
Destination Docu-
ments

No. The number of the source document. Step 1

Notify Me When Select this checkbox if the document has multiple Step 1
Processing is child documents and you want to close the win-
Complete and dow and perform other tasks while the job is pro-
Documents Have cessed. The job will continue to run in the back-
Been Created ground and when the job is complete, Construct-
ware will send a message to your Today page.

Process Into Document Type Step 1

Process Wizard Interactions

The Process Wizard allows you to pass Cost Items along from one document to another.
The Process feature is available in the following modules:

Document... Can be processed into...

ASIs Cost Event (with optional ability to create Cost

Item), CCD, Issue, Project Task

Bid Contract, Purchase Order

Bid Package Issue, Project Task

Bid Solicitation Issue

CCD CCO, Contract, Cost Event, Issue, OCO, PO,

POCO, Project Task, RCO, RFQ

Process Wizard | 75
 Document... Can be processed into...

CCO CCD, Issue, SOV for Contractor Pay Apps, Project

Task

Contract CCD, CCO, Issue, Project Task,

Contractor Pay Project Task

App

Contractor RFI Issue, Project Task, RFI

Correspondence Issue, Project Task

Cost Event CCD, CCO, Contract, Invoice, Issue, OCO, PO,

POCO, Project Task, RCO, RFQ

Cost Item Cost Event, Project Task, RCO, Issue

Design Review Issue, Project Task

Drawing Log Issue, Project Task

Invoice Issue, Project Task

Issue ASI, Cost Event, OCO, Project Task, RFC, RFI

Meeting Issue, Project Task (Create Task button)

OCO CCD, Contract, CCO, Issue, PO, POCO, Project

Task, SOV for Pay Apps

Pay App Project Task

Permit Issue, Project Task

PO CCD, Invoice, Issue, POCO, Project Task

POCO CCD, Invoice, Issue, Project Task

Project Task Issue

Project Checklist Issue

Item

Project Inbox Call, Contract, Correspondence, Cost Event, Cost

Item, Design Review, Drawing, File Director, In-
voice, Issue, Meeting, Owner Change Order,
Permit, PO, Project Task, RCO, RFI, RFQ, Submit-
tal Item, Submittal Package, Transmittal

RCO CCD, CCO, Contract, Issue, OCO, PO, POCO,

Project Task, RFQ

RFI Cost Event, Issue, Project Task

76 | Chapter 2 Key Concepts

 Document... Can be processed into...

RFQ CCD, CCO, Contract, Issue, PO, POCO, Project

Task

Submittal Item Issue, Project Task

Submittal Pack- Issue, Project Task

age

Transmittal Issue, Project Task

Processing Documents

You use the Processing icon to process documents. Following is the actual procedure for processing
documents. This section contains information about the types of documents you can process.

1 Navigate to any of the documents listed in Interactions with other modules.

2 Select a document to process.

■ To process multiple documents, click Multi-Edit (where available) and select multiple documents to
process.

3 Click Process.
■ The Process Document Wizard opens (Step 1 of 3).

4 Select the destination Document Type to Process Into.

5 Select a radio button to determine whether your destination document is a New or an Existing document.
■ Existing documents: Locate the appropriate document and click Continue, if the document is a fax
from the Project Inbox, click Finish.

6 Select Link options, as needed.

7 Select the Notify Me When Processing is Complete and Documents Have Been Created checkbox if the
document has multiple child documents and you want to perform other tasks while the job is processed.

8 Click Next.
■ The Process Wizard Step 2 of 3 window opens, displaying the document to be processed.

9 Click Next.
■ The Process Wizard Step 3 of 3 window opens, summarizing the processing action.

■ You can also view and edit the document from this window.

10 Click Finish.
■ You can find the processed document in its respective module.

You can also process a recently created or modified document by navigating to Personal Organizer ➤ CW
Desktop.

Process Wizard | 77
Processing CCDs
The following tables contain information about processing CCDs.

CCDs RCOs OCOs CE CI

No ~ ~ ~ ~

Date ~ Date Date ~

Category ~ ~ ~ ~

Description Description Description Description ~

Document Template ~ ~ ~ ~

To To To ~ ~

From From ~ Funded By Funded By

Additional Signature ~ ~ ~ ~

Additional Signature ~ ~ ~ ~
2

Scope of Work Scope of Scope of Scope of Scope of

Work Work Work Work

Disclaimer Disclaimer ~ Disclaimer Disclaimer

Linked Documents ~ ~ ~ ~

Estimated Total ~ ~ ~ ~

CCD RFQs Contracts CCOs POs POCOs

No ~ ~ ~ ~ ~

Date ~ Award Award Award Award

Date Date Date Date

Category ~ ~ ~ ~ ~

Description Descrip- Descrip- Descrip- Descrip- Descrip-

tion tion tion tion tion

Document ~ ~ ~ ~ ~
Template

To To To Contact (gets To Contact (gets from

(Com- from the (Com- the PO)
pany) Contract) pany)

From From Signed By (gets To Signed By (gets from

from the the PO)
Contract)

78 | Chapter 2 Key Concepts

 CCD RFQs Contracts CCOs POs POCOs

Additional Sig- ~ ~ ~ ~ ~
nature

Additional Sig- ~ ~ ~ ~ ~
nature 2

Scope of Work Scope of Scope of Scope of ~ ~

Work Work Work

Disclaimer ~ ~ ~ ~ ~

Linked Docu- ~ ~ ~ ~ ~
ments

Estimated Total ~ ~ ~ ~ ~

Processing CCOs
The following table lists the transfer of data from a CCO into the processed document.

CCOs Cost Items * SOV

Budget Code Budget Code Budget Code

Subject Subject To Con- ~

tact

To Contact ~

* Refers to information that is defaulted to new cost items created from the Items tab of Cost Events.
** The Budget Code is copied only if the Allow Cost Item Creation option is enabled in Module Customization.
See Module Customization for Pay Appsfor more information.

Processing Contracts
The following table lists the transfer of data from a Contract into the processed document.

Contracts Cost Items * CCOs

Contact Contact To

Date Date ~

Primary Budget Code Budget Code ~

Requisition By ~ From

Scope of Work Scope of Work ~

Subject Subject Subject

* Refers to information that is defaulted to new cost items created from the items tab of Cost Events.

Process Wizard | 79
Processing Cost Management
Cost Management: Options Available for Moving Money
You can move money between columns by checking the box under the columns labeled as such.

Source Doc- Estimated Proposed Submitted Approved to Com-

uments to Pro- to Submit- to Ap- mitted Cost Event
posed ted proved

Cost Event ~ X X X

Cost Item ~ X X X

CCD ~ X X ~

RCO ~ ~ X ~

OCO ~ ~ ~ X

RFQ ~ X ~ ~

Contract ~ ~ ~ ~

CCO ~ ~ ~ ~

PO ~ ~ ~ ~

POCO ~ ~ ~ ~

Invoice ~ ~ ~ ~

Cost Management: Processing Options Types of Document Produced

S = Available when processing from one single source document using the log or edit pages
M = Available when multi-processing from multiple source documents using the multi-edit log
R = Available in reverse process (retrieving from Destination document) by clicking New
I = Cost Item may be created new by clicking New on the Items tab

Source CE CI RCO OCO RFQ

Cost Event ~ I SMR SMR S

Cost Item SR ~ SR R R

RCO ~ I ~ SMR S

OCO ~ I ~ ~ ~

RFQ ~ I ~ ~

CCD SMR I SMR SMR S

Contract ~ I ~ ~ ~

CCO ~ I ~ ~ ~

80 | Chapter 2 Key Concepts

Source CE CI RCO OCO RFQ

PO ~ I ~ ~ ~

POCO ~ I ~ ~ ~

Invoice ~ I ~ ~ ~

Source Contract CCO PO POCO Inv

Cost Event S S S S S

Cost Item R R R R R

RCO S S S S ~

OCO S S S S ~

RFQ S S S S ~

CCD S S S S ~

Contract ~ S ~ ~ ~

CCO ~ ~ ~ ~ ~

PO ~ ~ ~ S S

POCO ~ ~ ~ ~ S

Invoice ~ ~ ~ ~ ~

Source SOV SOV Sep Contract- Contract- RFI Issue

Lump Items or SOV or SOV
Sum Lump Sep Items
Sum

Cost ~ ~ ~ ~ ~ S
Event

Cost Item ~ ~ ~ ~ ~ S

RCO ~ ~ ~ ~ ~ S

OCO S S ~ ~ ~ S

RFQ ~ ~ ~ ~ ~ S

CCD ~ ~ ~ ~ ~ S

Contract ~ ~ ~ ~ ~ S

CCO ~ ~ S S ~ S

PO ~ ~ ~ ~ ~ S

Process Wizard | 81
 Source SOV SOV Sep Contract- Contract- RFI Issue
Lump Items or SOV or SOV
Sum Lump Sep Items
Sum

POCO ~ ~ ~ ~ ~ S

Invoice ~ ~ ~ ~ ~ S

Processing Cost Events

The following table lists the transfer of data from a Cost Events into the processed document.

Cost Events Cost Items * RFQs RCOs OCOs

Date Date Date ~ ~

Disclaimer Disclaimer Disclaimer Disclaimer Disclaimer

Funded By ~ Funded By To To

Long Descrip- ~ Long Descrip- Long Descrip- Long Descrip-

tion tion tion tion

Markup For- ~ ~ Markup For- Markup For-

mula mula mula

Notes Note Notes Notes ~

Responsible ~ From From From

Scope of Scope of Scope of Scope of Scope of

Work Work Work Work Work

Subject ~ Subject Subject Subject

Cost Events Contracts CCOs POs POCOs

Date ~ ~ ~ ~

Disclaimer ~ ~ ~ ~

Funded By ~ ~ ~ ~

Long Description ~ Long Descrip- ~ ~

tion

Markup Formula ~ ~ ~ ~

Notes ~ ~ ~ ~

Responsible ~ From Requisition ~

By

Scope of Work Scope of Scope of ~ ~

Work Work

82 | Chapter 2 Key Concepts

 Cost Events Contracts CCOs POs POCOs

Subject Subject Subject Subject Subject

Cost Events Invoices

Date ~

Disclaimer ~

Funded By ~

Long Descrip- Long Description

tion

Markup For- ~
mula

Notes ~

Responsible ~

Scope of Notes
Work

Subject Subject

Initial Cost ~
Estimate

Initial Time ~
Estimate

* Refers to information that is defaulted to new cost items created from the items tab of Cost Events.

Processing Cost Items

The following table lists the transfer of data from a Cost Item into the processed document.

Cost Items Cost Events RCOs OCOs Contracts

Budget Code ~ ~ ~ Primary

Budget Code

Contact ~ ~ ~ Contact

Disclaimer Disclaimer Disclaimer Disclaimer Exclusions

Funded By Funded By ~ ~ ~

Initiated By Initiated By ~ ~ ~

Notes Notes Notes Notes Notes

Process Wizard | 83
 Cost Items Cost Events RCOs OCOs Contracts

Scope of Scope of Scope of Scope of Scope of

Work Work Work Work Work

Subject Subject Subject Subject Subject

Cost Items CCOs POs POCOs

Budget Code Primary Other Other

Budget Code Charges Charges
Budget Code Budget Code
Primary Primary
Budget Code Budget Code
Tax Budget Tax Budget
Code Code

Contact To Contact Contact

Disclaimer Disclaimer Notes After Notes After

Items Items

Funded By ~ ~ ~

Initiated By ~ ~ ~

Notes Notes Notes Notes

Scope of Scope of Notes Before Notes Before

Work Work Items Items

Subject Subject Subject Subject

Initial Cost ~ ~ ~
Estimate

Initial Time ~ ~ ~
Estimate

Processing Invoices
The following table lists the transfer of data from an Invoice into the processed document.

Invoices Cost Items *

Date Date From Contact Subject Subject

From Contact

Subject Subject

* Refers to information that is defaulted to new cost items created from the Items tab of Cost Events.

84 | Chapter 2 Key Concepts

Processing Issues
The following table lists the transfer of data from an Issue into the processed document.

Issue ASIs Cost OCOs Project RFIs

Events Tasks

DocID ~ ~ ~ Originating ~
Document

Due ~ ~ ~ Due Date Due Date

Initial Estimate Initial Es- Initial Es- ~ ~ Initial Es-

Cost timate timate timate
Cost Cost Cost

Initial Estimate Initial Es- Initial Es- ~ ~ Initial Es-

Time timate timate timate
Time Time Time

Linked Docu- Linked Linked Linked Linked Linked

ments (option- Docu- Docu- Docu- Documents Docu-
al) ments ments ments ments

Notes ~ ~ ~ Details Notes

Subject Subject Descrip- Descrip- Subject Subject

tion tion

Processing OCOs
The following table lists the transfer of data from an OCO into the processed document.

OCOs Cost Contracts CCOs POs POCOs SOVs

Items

Budget Budget ~ ~ ~ ~ Budget Code

Code Code

Date ~ ~ ~ ~ ~ Include After

Long ~ ~ Long De- ~ ~ ~

De- scription
scrip-
tion

Scope ~ Scope of Scope of ~ ~ ~

of Work Work
Work

Sub- Sub- Subject Subject Subject Subject Description

ject ject

To ~ Requisition From Requisi- Requisi- ~

By tion By tion By

Process Wizard | 85
 OCOs Cost Contracts CCOs POs POCOs SOVs
Items
Signed By Signed Signed
By By

* Refers to information that is defaulted to new cost items created from the Items tab of Cost Events.
** The Budget Code is copied only if the Allow Cost Item Creation option is enabled in Module Customization.
See Module Customization for Pay Appsfor more information.

Processing POs
The following table lists the transfer of data from a PO into the processed document.

POs Cost Items * POCOs Invoices

Bid Per Plan Specs ~ Bid Per Plan ~

Specs

Budget Code Budget Code ~ ~

Contact Contact Contact From

Delivery Require- ~ Delivery Re- ~

ments quirements

Escalation Included ~ Escalation In- ~

cluded

Expiration Date ~ Expiration ~

Date

FOB Point ~ FOB Point ~

Invoice Require- ~ Invoice Re- ~

ments quirements

Invoice To Address ~ Invoice To ~

1 Address 1

Invoice To Address ~ Invoice To ~

2 Address 2

Invoice To City ~ Invoice To ~

City

Invoice To State ~ Invoice To ~

State

Invoice To Zip ~ Invoice To ~

Zip

Notes After Items ~ Notes After ~

Items

86 | Chapter 2 Key Concepts

POs Cost Items * POCOs Invoices

Notes Before Items ~ Notes Before ~

Items

Other Charges ~ Other Other

Budget Code Charges Charges
Budget Code Budget
Code

Other Charges De- ~ Other Other

scription Charges De- Charges
scription Descrip-
tion

Other Charges ~ Other Other

Total Charges Charges
Total Total

Requisition By ~ Requisition ~
By

Sales Tax Included ~ Sales Tax In- ~

cluded

Ship To Address 1 ~ Ship To Ad- ~

dress 1

Ship To Address 2 ~ Ship To Ad- ~

dress 2

Ship To City ~ Ship To City ~

Ship To State ~ Ship To State ~

Ship To Zip ~ Ship To Zip ~

Ship Via ~ Ship Via ~

Signed By ~ Signed By ~

Subject Subject Subject Subject

Tax Budget Code ~ Tax Budget Tax

Code Budget
Code

Tax Rate ~ Tax Rate Tax Rate

Terms of Payment ~ Terms of Pay- ~

ment

Unloading Included ~ Unloading ~

Included

* Refers to information that is defaulted to new cost items created from the Items tab of Cost Events.

Process Wizard | 87
Processing POCOs
The following table lists the transfer of data from a POCO into the processed document.

POCOs Cost Items * Invoices

Primary Budget Budget Code ~

Code

Contact Contact From

Subject Subject Subject

Other Charges ~ Other Charges Budget

Budget Code Code

Other Charges ~ Other Charges Description

Description

Other Charges ~ Other Charges Total

Total

Tax Budget Code ~ Tax Budget Code

Tax Rate ~ Tax Rate

Requisition By ~ To

* Refers to information that is defaulted to new cost items created from the Items tab of Cost Events.

Processing RCOs
The following table lists the transfer of data from an RCO into the processed document.

RCOs Cost Items * RFQs OCOs Contracts

Disclaimer ~ Disclaimer Disclaimer ~

From ~ From To Requisition

By
Signed By

Markup For- ~ ~ Markup For- ~

mula mula

Long Descrip- ~ Long Descrip- Long Descrip- ~

tion tion tion

Scope of ~ Scope of Scope of Scope of

Work Work Work Work

Subject Subject Subject Subject Subject

88 | Chapter 2 Key Concepts

 RCOs Cost Items * RFQs OCOs Contracts

To ~ ~ From ~

RCOs CCOs POs POCOs

Disclaimer ~ ~ ~

From From Requisition Requisition

By By

Markup Formula ~ ~ ~

Long Description Long Descrip- ~ ~

tion

Scope of Work Scope of ~ ~

Work

Subject Subject Subject Subject

To ~ ~ ~

* Refers to information that is defaulted to new cost items created from the Items tab of Cost Events.

Processing RFQs
The following table lists the transfer of data from an RFQ into the processed document.

RFQs Cost Items Contracts CCOs POs POCOs

Date Date ~ ~ ~ ~

Disclaimer ~ Exclusions ~ ~ ~

From ~ Requisition From Requisition Requisition

By By By
Signed By Signed By Signed By

Subject Subject Subject Subject Subject Subject

To ~ Contact To Contact Contact

* Refers to information that is defaulted to new cost items created from the Items tab of Cost Events.

Transmittal Wizard
The Transmittal Wizard allows you to create a transmittal for a selected item. When an item is selected and
the Transmit button on the toolbar is clicked, the current data is captured. Changes made to the item after
being transmitted do not affect the transmittal.

Transmittal Wizard | 89
 See also:

■ Transmitting an Item or Package on page 92

Transmittal Wizard Buttons

The following table contains the Transmittal Wizard button descriptions.
The availability of some buttons varies, depending on the document type you are transmitting.
Location: Transmittal Wizard
Permissions: All users

Button Description

Returns you to the previous step.

Continues to the next step.

Closes the Transmittal Wizard. The selected documents are not

transmitted.

Closes the Transmittal Wizard.

Enables you to add Submittal Items to the selected Package if

transmitting from the Submittals module.

Enables you to select a date.

Enables you to edit the selected item.

Opens the Select Groups dialog box listing all groups currently ex-
isting for that project. Select a group to select contacts.

Removes all selected contacts.

Opens the Contact Select on page 123 dialog box.

Opens the View for the selected documents.

90 | Chapter 2 Key Concepts

Transmittal Wizard Fields
The following table contains the Transmittal Wizard field descriptions, along with the location in which
the fields appear.

Field Description Location

Copies Enables you to enter the number of copies being Step 1

sent, or select to use the copies defined for the
submitting companies or reviewers from Track-
ing.

Due The date on which the submittal is due. Step 1

From The sender of the Transmittal. Defaults to the Step 1

logged-in user but can be changed.

Link Submittal Marking this checkbox links the Submittal Pack- Step 1
Package to Trans- age to the Transmittal.
mittal

To The recipient of the Transmittal. A Transmittal is Step 1

created for each unique contact listed. This field
defaults to the Submitting Company Contact
and all Reviewers.

Notify Marking this checkbox notifies the recipients of Step 1

the transmittal by message (and optionally
email).

Reason The value in this field is derived from the Trans- Step 1
mittal Item Reason Lookup Table.

Subject The subject of the Transmittal. Defaults to the Step 1

Package you are transmitting.

Packages

Description The description of the package. Step 1

Doc Type The document type (for example, Transmittal). Step 2

No. The number of the Transmittal. Step 2

Pkg. No. The number of the Submittal Package. Step 1

Pkg. Rev. The revision number of the Submittal Package. Step 1

Selected The number of active items contained in the Step 1

Submittal Package selected for transmittal.

To The recipient of the Transmittal. Step 2

Total in Package The number of Items contained in the Submittal Step 1

Package.

Transmittal Wizard | 91
Transmittal Wizard Interactions
The Transmittal Wizard interacts with the following module:
Submittals: A submittal item or package can be used to create a transmittal.

Transmitting an Item or Package

To transmit an item or package:

1 Navigate to: Document Management ➤ Submittals.

2 Select your project from the Favorite Projects drop-down menu.

3 Click the radio button that corresponds to the Item or Package you want to transmit.
■ Items must be in a Package to be transmitted.

4 Click Transmit.

■ Transmit is available from multiple locations in the Submittals module.

■ Step 1 of the Transmittal Wizard opens.

5 Select the Recipient(s) of the Transmittal.

■ Optionally, notify the recipients by clicking the Notify checkbox.

6 Select the Sender of the Transmittal.

7 Enter a Subject for the Transmittal.

8 Enter the number of copies you want to forward.

■ You can manually enter the number of copies to forward by clicking the radio button to the left of
the text field and typing in the number. That number will apply to each item included in this
transmittal.

■ Or, allow Constructware to pull the copies needed for each Item and Package included on the
transmittal from existing tracking data. This option allows each Transmittal Item to have a unique
copy value. For this option, click the radio button to the left of the drop-down menu and select the
appropriate value.

9 Specify the Due date (optional).

■ Specifying the Due date automatically populates the tracking data if it is blank for the corresponding
transmittal recipient. If this field is left blank, Constructware pulls the Due date from existing tracking
data.

10 Optionally, mark the Link Submittal Package to Transmittal.

11 Add or remove additional packages (optional).

12 Select the items from each package you want included on the transmittal.

13 Click Next.
■ Step 2 of the Transmittal Wizard, which is a follow-up confirmation window, opens, listing all of
the transmittals created. You may close the window and return to the Submittals log or view or edit
any of the transmittals in a pop-up window.

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Form Letter Wizard
Click the Form Letter button to access the Form Letter Wizard:
You can create Forms Letters with the Form Letter Wizard for the following document types:

■ Bid Packages

■ Call

■ CCD

■ CCO

■ Contractor Pay App

■ Cost Event

■ Meeting OCO

■ Pay App

■ Permit

■ RFI

■ POCO

■ RCO

Form Letter Wizard Setup

Before the Form Letter Wizard can be used, a Form Letter template must be created in the Form Letter Setup
module.

Navigation is as follows: Maintenance ➤ Data Maintenance ➤ Form Letter Setup.

A Constructware Administrator typically creates and maintains form letters.

See also:

■ Form Letter Setup

■ Using the Form Letter Wizard on page 93

Using the Form Letter Wizard

To use the Form Letter Wizard:

1 Click the module you want to use the Form Letter Wizard.

2 Click the radio button that corresponds to the document about which you want to write a
correspondence.

3 Click Form Letter.

■ For the Form Letter button to display, there must be at least one active form letter for the module
you are currently using.

4 Select the form letter you want to use from the list of active form letters.

Form Letter Wizard | 93

 5 Select the Link [document] to new Correspondence checkbox if you want to link the documents and
create an Attachment.

6 Click Next.

7 Review the populated letter Subject and Body, edit as necessary.

8 Click Next.

9 Select the letter State and the Template.

10 Select the recipient, the sender, and cc recipients.

11 Optionally, select contacts for whom you want to create Identical correspondence.

12 Mark the Notify checkboxes to send a notification to the recipients.

■ Proceeding to Step 4 creates a correspondence.

13 Click Next.

14 Finish the Wizard, or view or edit the letter directly from Step 4.

Copy Wizard
The Copy Wizard is a two-step process that combines different ways of copying documents and their attributes
into one simple interface.

The Wizard is launched when you click the Copy button on the toolbar of select Constructware modules.

Copy Wizard Buttons

The following table contains the Copy Wizard buttons.
Permissions: All Users

Button Description

Returns you to the previous step.

Continues to the next step.

Closes the Copy Wizard. The selected items will not be copied.

Finishes the Copy Wizard and copies the items. All information data
from the New/Edit Submittals Items - General and Dates tabs is copied
except for Item Status and Linked Documents. No tracking information
(such as, responses) is copied.

Closes the Copy Wizard. The selected items are copied.

94 | Chapter 2 Key Concepts

 Button Description

Removes all selected items or documents from the list box.

Opens the Document Select.

Opens the View for the selected items.

Copy Wizard Fields

The following table contains the Copy Wizard field descriptions.

Field Description

Data to Copy Submittal Items or Submittal Packages Only: Either copies

the date from the Submittal Items or the Packages.
Submittal Items and Packages: Copies the data from both
the Submittal Item(s) and Package(s).

From The project containing the Submittal Items or Packages

being copied.

Revisions to Copy Selected Revision: Copies only the selected Submittal Item
or Package revision.
Latest Revision Only: Copies only the latest revision of the
Submittal Item or Package.
Original Only: Copies only the original Submittal Item or
Package.

Submittal Items ■ Single Submittal Item or Package: Enables you to

or Packages to select a single Item or Package to copy.
Copy
■ New No.: Enables you to define a new number for the
Item or Package.
■ New Description: Enables you to define a description
for the copied Item or Package.
■ Selected Submittal Item(s) or Package(s): Enables
you to select more than one Item or Package to copy.
■ All Submittal Items or Packages: Enables you to copy
all Items or Packages.

To The destination project to which the Submittal Items or

Packages are being copied.

Favorites
Constructware keeps track of your most recently accessed Projects and Employees. These lists are called your
Favorites lists. They help your speed and efficiency by keeping small, manageable lists of those active items
instead of requiring you to constantly filter from the entire set of items that are in the database.

Favorites | 95
 Favorite lists are kept even when you log off the system, and so redisplay when you next log on. Features
of this module include:

■ The Favorites list is user-specific and accessible from any module, which uses the Favorite Projects or
Favorite Employees Lookup Table.

■ The permissions are driven from the View all Projects permissions. The user may view all projects entered
into Constructware and does not have to be an assigned team member to view project data. However:
■ View – The user may view all projects entered into Constructware and does not have to be an assigned
team member to view project data.

■ None – The user may only view those projects to which the user is an assigned team member.

Favorites Buttons
The following table contains the Favorite button descriptions.
Location: Main Log, Permissions: View

Button Description

Opens the Favorite filter tool. Here, you can assign certain Projects or
Employees to be part of the Favorites list. This button is located to the
right of the Favorite Projects or Favorite Employees Lookup Table.

Enables you to save any changes made to the Favorites lists.

Enables you to select all Projects or Employees displaying in the list. Only
Projects that you are a Team Member of will appear in the list.

Favorites Fields
The following table contains the Favorites field description, along with the location in which the field
displays.

Field Description Location

Favorites List box displaying all projects you have All modules
selected in the Lookup Table.

Favorites Interactions
The Favorite Projects list box is available in all Constructware modules.

96 | Chapter 2 Key Concepts

Favorites Procedures
This section contains the procedures you can perform in the Favorites module.

■ Modifying the Favorite Employees List on page 98

■ Modifying Favorite Projects on page 97

■ Selecting a Favorite Module on page 98

Modifying Favorite Projects

1 Click the Favorites button beside the Favorite Projects Lookup Table.
■ A separate browser window opens with a list of Projects.

■ When a large number of projects displays in the list, it may be useful to use the Filtering tool to
modify the list.

■ Up to two filters can be applied to the list at one time. The list can be sorted (ascending or descending)
by any column whose heading text is underlined.
The list, by default, is limited to displaying only twenty projects at a time.

■ Users may select a different number of projects (or all projects) with the Show items at a time Lookup
Table.

2 Select the desired projects by clicking the corresponding box for each in the Favorite e column.

3 Click Save to record your changes. When you click Save:

■ Checked items are added to your favorites list.

■ Unchecked items are removed from your favorites list.

Favorites Procedures | 97
 ■ Use the Sel (select) column to pick one item, add it to your favorites, and jump to that project. This
automatically closes the browser.

4 Click Close to close the additional browser and return to your previous module.

Modifying the Favorite Employees List

1 Click the Favorites button next to the Favorite Employees Lookup Table. A separate browser window
opens with a list of employees.
■ When a large number of employees are displayed in the list, it may be useful to use the Filtering
tools to modify the list. Up to two filters can be applied to the list at one time.

■ The list can be sorted (ascending or descending) by any column whose heading text is underlined.
The list is, by default, limited to displaying only 20 employees at a time.

2 Users may Employees on page 125 a different number of employees (or all employees) with the
Show...items at a time Lookup Table.

3 Select the desired employees by clicking the corresponding box for each in the Favorite column.

4 Click Save button to record your changes. When you click Save:The system adds c
■ hecked items to your favorites list.

■ Unchecked items are removed from your favorites list.

5 Use the Sel (select) column to pick one item, add it to your favorites, and jump to that employee. The
browser automatically closes. Otherwise,

6 Click Close to close the additional browser and return to your previous module.

Selecting a Favorite Module

1 Click the Star button from anywhere in the product or navigate to Personal Organizer ➤ User Info
➤ Preferences Tab.
■ A cascading window opens.

98 | Chapter 2 Key Concepts

2 Select the Organize Favorites menu item.
■ You are directed to the Personal Organizer ➤ User Info module, with the Preferences tab selected
as the default.

3 Select the modules to add to your favorites in the Available Modules list box.
■ You can select a maximum of 15 modules.

4 Click the right arrow button to copy the selected modules to the Favorite Modules list box.

5 Optionally, highlight a module and click the Move Up and Move Down buttons above the Favorite
Modules list box to change the order in which the Favorite Modules display.

Favorites Procedures | 99
 6 Click Save on your toolbar.
An alternate way to add modules to your favorites is to access the Personal Organizer ➤ User Info
module and select the Preferences tab directly.

Bookmarks
Although Constructware provides some standard forms for project documentation, you may want, or need,
to customize the format of certain documents. Creating custom templates in Microsoft Word and importing
them into the program enables you to apply any format you create to your project documents.
Click the following link for a list of bookmarks: Constructware Bookmarks.
Creating a document using a bookmark is a two-step process:

1 Creating a Custom Template on page 100

2 Using a Bookmark Multiple Times on page 101

Bookmarks Procedures
This section contains the procedures you can perform in the Bookmarks module.

■ Creating a Custom Template on page 100

■ Defining Bookmarks in Microsoft Word on page 101

■ Using a Bookmark Multiple Times on page 101

■ Using Macros to Bookmark on page 101

■ Using Password Protect

■ Troubleshooting Bookmarks on page 102

Creating a Custom Template

To create a custom template:

1 Open Microsoft Word.

2 Open a new file.

3 Create and format the document you want.

■ Use the Constructware Bookmark for a field where you would normally use specific information
(for example, use SCOScopeOfWork where you would normally type the Scope of Work for a CCO).

4 Define the bookmarks. (See Defining Bookmarks on page 101 for additional information.)

5 Select File ➤ Save As.

6 Enter a file name for your template.

7 Select Word Document (*.doc) from the Save as Type drop-down menu.

8 Click Save.

NOTE See Using Password Protect for instructions about restricting access to your document.

100 | Chapter 2 Key Concepts

Defining Bookmarks in Microsoft Word
Templates use bookmarks to direct Microsoft Word to the specific data within Constructware. Bookmarks
tell Microsoft Word what information to retrieve and where to place it in the template.
For information on determining which bookmarks to use, go to this topic in the Constructware online help.

You can access an extensive list of bookmark buttons in Maintenance ➤ Data Maintenance ➤ Document
Templates.

To define bookmarks in Microsoft Word:

1 Open Microsoft Word.

2 Open your template.

3 Highlight the text you want to Bookmark.

4 In Word, select Insert ➤ Bookmarks.

5 Type the bookmark name.

■ Type the bookmark name exactly as it appears in the list. Bookmarks cannot contain spaces.

6 Click Add to add the bookmark to the list.

■ The text you highlighted now appears framed by brackets.

7 Repeat steps 3 - 6 until you bookmark each of the generic descriptors.

8 Save your template.

Do not place bookmarks in protected areas of the document, unless you provide the password to unprotect
the document in Document Templates.

Using a Bookmark Multiple Times

When you use a bookmark more than once in a single document, you must indicate for Microsoft Word to
pull the same bookmark again by placing a number behind the bookmark name. Increase the number
consecutively for each instance of the bookmark.
For example, the fax cover sheet references the company name three times. The first time you add the
bookmark, type CompanyName. The second time you add the bookmark, type CompanyName1. The third
time you type the bookmark, type CompanyName2.

Using Macros to Bookmark

If you know how to make macros in Microsoft Word, you can use the following information to make a
macro that takes the selected text and turns it into a bookmark.

NOTE Constructware does not support this macro code—it is provided for your convenience. If you are unfamiliar
with creating Macros in Microsoft Word, please see your LAN Administrator or another individual with such
experience.

[Link] With [Link] .Add Range:=[Link], Name:=[Link]

.DefaultSorting = wdSortByName .ShowHidden = False End With

Bookmarks Procedures | 101

Troubleshooting Bookmarks
Make sure that you have entered the bookmark into your document exactly as it appears in the Current List
of Bookmarks. If you are using the same bookmark several times in one document, make sure that you have
entered a 1, 2, 3, and so on, after each use of the bookmark.
If your bookmarks are entered correctly and you are still experiencing problems with your document
templates, please call Autodesk Customer Support at 1-800-892-0449.

Importing Data

The Excel import process allows for users to import an indefinite number of records, which are prepared
off-line, into a specific module within the Constructware system.
The Import process requires Excel 2000 or later. It will not work with Excel 97.

Permissions
To perform an import, users must have Change permission to the specific module as well as the Import Data
permission (a separate permission on the Maintenance tab). Without both of these permissions, the Import
button will not display and the process will be unavailable. Also, the unnamed Supervisor account does not
have permission to create or edit this information.
Each separate module has unique requirements specific to that module. The modules where you can use the
import feature include:

■ Budget

■ CSI Codes and Divisions for project templates

■ Design Review - Note: No template is required for Design Review imports. See Design Review for more
information.

■ Drawing Log

■ Performance Journals

■ Punch Lists

■ SOV

■ Submittals

The Excel Template

The Excel template is a pre-formatted Excel sheet designed for a particular module. It contains the column
headings for the data elements that are allowed for import into that module. Add data to the template only;
do not attempt to alter the format or heading names of the file.

This file contains Excel Macros, which are required for the file to work properly. In Excel, select Tools ➤
Macros ➤ Security and be sure that you have the settings on either Medium or Low.

Populating the Template with Data

Data entered into the columns of the template must conform to the same formatting requirements within
the product. This data is not validated until the form is uploaded to the system so it is important to know
these requirements up front.

102 | Chapter 2 Key Concepts

 NOTE Excel 2002 or higher allows the width of the spreadsheet columns to expand for data entry purposes.

You can find the specific requirements in the import help specific for that module.
It is also important to note that the file you save and upload will have an .XML extension. It will not have
the standard Excel .XLS file extension.
XML is a special formatting language that is used to import the data. When you save the data, it automatically
saves the file in the .XML format. Excel also prompts you to save the file in the .XLS format (using the same
file name used for the XML file - for example, [Link] &amp; [Link]).
The XLS file is not required for the import process but is something you may want to keep for reference. If
you want to keep the same file name for the XLS file, simply click okay or press enter on the second prompt.

Importing Data Buttons

The following table contains the Importing Data button, along with the permission required to be able to
use the button.
Location: Main log of module that supports the process

Button Description Permissions

Starts the Import Process. Change (for specific module)

Data Import

Importing Data Fields

The following table contains the Importing Data field descriptions.
Location: Import Record Window

Field Description

Check for Duplicates In dealing with duplicate records, the system must know how
On to identify duplicates. Select which fields to use as a basis for
determining if a record is a duplicate.
This is unique for each module, but ends up being a small group
of primary identifying fields for that module.
Select the fields to use by selecting the checkbox next to each
field. If multiple fields are selected, the system will link these
with the and clause in determining if a record is a duplicate.

Download Excel Tem- Enables you to download an existing Excel template.

plate

Duplicate Options Enable Duplicates or Do Not Import Duplicates.

Import Navisworks Enables you to import Navisworks clash detections into Design
Files Review. Each imported clash becomes its own Design Entry.

Project File Enables you to browse for a file.

Upload XML Enables you to download an existing XML document.

Importing Data Buttons | 103

Importing Data Interactions
Each separate module will have unique requirements specific to that module. For information on a specific
module, see the appropriate topic, as follows:

■ Contractors ➤ Contractor Pay Apps ➤ SOV Setup Button

■ Cost Management ➤ Budgets

■ Cost Management ➤ Pay Apps ➤ SOV Setup Button

■ Data Maintenance ➤ CSI Code Templates

■ Document Management ➤ Design Review

■ Document Management ➤ Drawing Logs

■ Document Management ➤ Punch Lists

■ Document Management ➤ Submittals

■ Human Resources ➤ Performance Journals

■ Reporting ➤ Search ➤ Search

Each module may not use all of the steps listed. This help file is intended to provide a generic outline of
each of the steps so that you can read about them, as they are applicable.

Importing Data Procedures

This section contains the procedures you can perform in the Importing data module.

■ Importing a File on page 105

■ Downloading an Excel Template on page 105

■ Uploading XML Project File on page 107

■ Duplicate Records on page 109

■ Validating the Uploaded Data on page 111

Import from/in the following modules:

■ Budgets

■ CSI Codes and Divisions

■ Design Review

■ Drawing Log

■ Performance Journals

■ Punch Lists

■ Importing an SOV on page 118

■ Submittals

104 | Chapter 2 Key Concepts

Importing a File
To import a file:

1 Download the Excel template on page 105 for the desired module.
■ Populate the Excel template with data (off-line).

2 Upload the XML project file on page 107.

■ Specify the import file and Duplicate Records on page 109 options, if applicable.

3 Verify that Validating the Uploaded Data on page 111 is checked.

■ Critical Errors? End process.

■ Non-critical errors? Fix exceptions online.

■ Final confirmation before import into database.

4 Import the data into the selected module.

Downloading an Excel Template

To download an Excel template:
Skip to Step 3 if continuing from a module.

1 Navigate to/from any of the following:

■ Cost Management ➤ Budgets

■ Human Resources ➤ Performance Journals

■ Document Management ➤ Drawing Logs

■ Document Management ➤ Punch Lists

■ Document Management ➤ Submittals

■ Cost Management ➤ Pay Apps ➤ SOV Setup button

■ Contractors ➤ Contractor Pay Apps ➤ SOV Setup Button

■ Maintenance ➤ Data Maintenance ➤ CSI Code Templates

2 Click Import.
The import window varies depending on the data being imported.

Importing Data Procedures | 105

 NOTE The Import pop-up opens and remains open until the XML file is uploaded or the window is manually
closed.

3 Select Download Excel Template.

■ From the import screen, download the Excel template for the selected module and then upload
XML. If you have your template already, select the upload XML option. The import process begins.
Only the Download Excel template can be used for importing.

4 Click Continue.
■ A File Download dialog opens.

■ This file contains Excel macros, which are required for the file to work properly. In Excel, select
Tools ➤ Macros ➤ Security and be sure that you have the settings on either Medium or Low.

5 Click Save to save the template.

6 Name the template and click Save.

■ The Download complete dialog box opens.

106 | Chapter 2 Key Concepts

 7 The Excel template opens.
■ The first tab of the spreadsheet provides information on the available fields.

8 Click Open to edit the template.

9 Complete field information on each tab as needed.

■ The Excel template is a pre-formatted Excel 2000 sheet designed for a particular module. It contains
the column headings for the data elements that are allowed for import into that module. Only add
data to the template and do not attempt to alter the format or heading names of the file.

■ Data entered into the columns of the template must conform to the same formatting requirements
within the application. This data is not validated until the form is uploaded to the system, so it is
important to know these requirements up front.

10 Click Save from the File menu to save the document in XML format and in the folder that you specify.
■ Name the file, make sure the name ends in XML.

■ Click Save.

11 Close Excel and proceed to Uploading XML Project File on page 107.

Uploading XML Project File

If you have just completed filling in the template, the Import pop-up will still be open to upload the XML
file. Otherwise, follow steps 1 and 2 of Downloading an Excel Template on page 105 and return to the following
step:
To upload an XML project file:

1 Click the Upload XML Project File radio button.

NOTE The Import pop-up varies depending on item being imported.

Importing Data Procedures | 107

 2 Click Browse.

3 Locate the *.xml file you want to upload and select it.
■ The Excel template you saved to the specified folder will have an .XML extension because of the
Macros you have enabled. It will not have the standard Excel .XLS file extension. XML is a special
formatting language that is used to import the data. When you save the data, it automatically saves
the file in the .XML format.

4 Click Open.
■ Checks are performed on the data.

■ See Validating the Uploaded Data on page 111 and Duplicate Records on page 109.

■ Budget and Performance Journals skip the next step.

■ The Confirmation window opens.

■ Before importing data into the database, the system provides a final confirmation screen. This
summarizes your options selected (for example, duplicate options and field identifiers) as well as
the total number of records read from the uploaded file. Confirm this data and click Continue. This
starts the process of importing your data into the database.

■ Click Continue or Close to cancel the import of the data.

5 After the data has been imported, the Import Results screen opens.
■ Click Close or View to review a detailed report.

108 | Chapter 2 Key Concepts

 ■ The report results can be printed or saved.

Duplicate Records
In dealing with duplicate records, the system must know how to identify duplicates. Therefore, select which
fields to use as a basis for determining if a record is a duplicate. This is unique for each module, but ends up
being a small group of primary identifying fields for that module. Select the fields to use by selecting the
checkbox next to each field. If multiple fields are selected, the system will link these with the and clause in
determining if a record is a duplicate.

Importing Data Procedures | 109

 For example: In the drawings module, if you select Drawing Number and User Number, both of these fields
will be compared against the existing data to determine if the record is a duplicate. If only one of the fields
match (for example, Drawing Number), the record will not be considered a duplicate.

Type Description

Allow Duplicates Any duplicates encountered will be imported into the system.
There is no danger of existing data being overwritten; how-
ever you may end up with duplicate records.

Edit Imported Fields Enables Editing of Fields

on Duplicates

Do Not Import Duplic- Duplicate records that are encountered will not be imported
ates into the system. These records will simply be skipped and
not put into the database.

Replace Duplicates Any duplicates encountered during the import process will
be replaced. This may result in existing records being over-
written by the new data so be careful when selecting this
option. This selection may not be available for all modules.

NOTE Not all modules will support all of the options. Some (for example, Budgets) will not support any of the
options.

Drawing Records Example

110 | Chapter 2 Key Concepts

Validating the Uploaded Data
For some of the modules, data that is uploaded to the system is not immediately imported into the database.
The data is validated before the import process. Data is checked for the following conditions:

Type Description

Lookup Values In some cases, users will be importing data on fields that must
match values on existing Lookup Tables. This is all validated
before the data is imported.

Template File Format The overall format of the template file that is uploaded is verified
to ensure that the basic integrity of the file has not changed. It
is imperative that the structure of the file remains intact.

Date Values Fields that require a date value must contain the proper type
of data.

Other Anomalies There may be specific requirements for each module that are
also validated in this step.

Depending on the type, number, and/or severity of the errors encountered, the system will either abort the
process, or bring up an error correction screen.

Critical Errors
Critical errors that are encountered will cause the import process to abort. Critical errors would be those
errors that cannot be corrected online due to either the severity or number of errors encountered.

Non-Critical Errors
If there are less than 25 non-critical errors encountered (for example, lookup values do not match, and so
on), the system will supply a screen that can be used to correct these errors online. After the errors are
corrected, the system will revalidate the data and continue with the process.
In correcting values online, the system will provide the user with drop-down selections for lookup values
that do not match. Date or other errors display in a text box.

Importing Data Procedures | 111

Modules for Importing
To import data and download templates:

1 Navigate to: Cost Management ➤ Budgets.

2 Click Import.
■ To download an Excel template, see Downloading an Excel Template on page 105 and skip to step
3.

■ To Upload data, see Uploading XML Project File on page 107.

Specific Rules/Conditions
■ Duplicates are not allowed and the system always defaults to 'Replace Duplicates'

■ The budget code segment values that are imported must match the project's cost code segment values.

Field Information
Field Data

Description Text
U.O.M. Lookup
Record State Lookup (A, D or V)
Budget Quantity Numeric (Integer)
Budget Unit Cost Currency
Budget Total Cost Currency
Estimate Quantity Numeric (Integer)
Estimate Unit Cost Currency
Estimate Total Cost Currency
Billed Total Cost Currency
Actual Total Cost Currency
Work Percent Complete Numeric (Integer)
Responsible Contact
Purchase By Date
On Site By Date
Segment Value 1-15 Text
Budget As Forecast Lookup (Yes or No)

112 | Chapter 2 Key Concepts

 See also:

■ Importing CSI Codes and Divisions

■ Client Setup

■ Budget Procedures

Importing Performance Journals

Importing Data and Downloading Templates
To import performance journals:

1 Navigate to: Human Resources ➤ Performance Journals.

2 Click Import.
■ To download an Excel template, see Downloading an Excel Template on page 105 and skip to step
3.

■ To Upload data, see Uploading XML Project File on page 107.

Specific Rules/Conditions
■ The Performance Journal import has no special rules or conditions.

Fields that can be Imported

Record State HR Discussed Date

Status Project Number
Type Outcome
Category Notes
Author Employee
Discussed With Employee

Field Information
Field Data

Record State Lookup (A, L or V) Lookup (A, L or V)

Status Lookup Lookup
Type Lookup Lookup
Category Lookup Lookup
Author Contact Contact
Discussed With Employee “Y” or “N” “Y” or “N”
HR Discussed Date Date Date
Project Number Text Text
Outcome Text Text
Notes Text Text
Employee Contact Contact

See also:

■ Performance Journal

■ Routing Documents Procedures on page 29

Modules for Importing | 113

Importing Drawing Logs
Importing Data and Downloading Templates
To import drawing logs:

1 Navigate to: Document Management ➤ Drawing Logs.

2 Click Import.
■ To download an Excel template, see Downloading an Excel Template on page 105 and skip to step
3.

■ To upload data, see Uploading XML Project File on page 107.

Specific Rules/Conditions
The drawing log has the following special rules or conditions:

■ Records marked as a revision, must have a parent drawing that is locatable within the database.

■ Revisions never replace original or parent drawings, even if replace duplicates is selected.

If a revised record is being uploaded and multiple parent possibilities exist in the database (for example,
multiple drawings with the same drawing number), the first parent potential will be used. For example, the
database will allow multiple records to exist with the same drawing number

Fields that can be Imported

In addition, the template file contains a column titled Revision that is used to flag records as revision
drawings. To identify a record as a revision, a “Y” must be entered in the Revisions column in the template
file.

Drawing No Issue Set

Other Ref No Description
Title Date Sent
Discipline Date Received
Issued By Status

114 | Chapter 2 Key Concepts

 Drawing Date Type
Revision No Notes

Field Information
Field Data

Drawing No Text
Revision? “Y” or “N”
Other Ref No Text
Title Text
Discipline Lookup
Issued By Lookup
Drawing Date Date
Revision No Text
Issue Set Text
Description Text
Date Sent Date
Date Received Date
Status Lookup
Type Lookup
Notes Text

See also:

■ Downloading an Excel Template on page 105

■ Drawing Log Procedures

■ Uploading XML Project File on page 107

Importing Punch Lists

Importing Data and Downloading Templates
To import punch lists:

1 Navigate to: Document Management ➤ Punch Lists.

2 Click Import.
■ To download an Excel template, see Downloading an Excel Template on page 105 and skip to step
3.

■ To Upload data, see Uploading XML Project File on page 107.

Specific Rules/Conditions
The Punch List import has the following special rules or conditions:

■ The import is for adding new items only (not for editing)

Fields that can be Imported

Field Data Type

Create Date Date

Modules for Importing | 115

 Field Data Type

Responsible Company Lookup

Subject Text (100 char)

Body Text (unlimited)

Location 1 Text (50 char)

Location 2 Text (50 char)

Proj. Loc. 1 Lookup (of Project Location in the sort or-

der from Project Defaults)

Proj. Loc. 2 Lookup (of Project Location in the sort or-

der from Project Defaults)

Proj. Loc. 3 Lookup (of Project Location in the sort or-

der from Project Defaults)

Proj. Loc. 4 Lookup (of Project Location in the sort or-

der from Project Defaults)

Proj. Loc. 5 Lookup (of Project Location in the sort or-

der from Project Defaults)

CSI Code 1 Lookup (of Project CSI Codes)

CSI Code 2 Lookup (of Project CSI Codes)

CSI Code 3 Lookup (of Project CSI Codes)

CSI Code 4 Lookup (of Project CSI Codes)

CSI Code 5 Lookup (of Project CSI Codes)

Importing Submittals
Importing Data and Downloading Templates
To import submittals:

1 Navigate to: Document Management ➤ Submittals.

2 Click Import.
■ To download an Excel template, see Downloading an Excel Template on page 105 and skip to step
3.

■ To Upload data, see Uploading XML Project File on page 107.

116 | Chapter 2 Key Concepts

Specific Rules/Conditions
The Submittals import has the following special rules or conditions:

■ The Replace Duplication option is not available when uploading Submittal Items.

■ Packages that are included in the import spreadsheet must already exist.

■ If the Module Customization numbering is set to not allow duplicates, the Allow Duplicates option will
not be available.

Fields that can be Imported

Field Data Type

Item No. Text

Item Rev. Integer

Package No. Text

Package Rev. Integer

Description Text

Reference No. Text

CSI Code Lookup

Item Type Lookup

Modules for Importing | 117

 Field Data Type

Responsible Team Member Lookup

Submitting Company Lookup

Status Lookup

Copies Required Integer

Notes Text

Date Material Required on Date

Site

Required Lead Time Integer

Required Review Time Integer

Completed Submittal Re- Date

quired by Date

Submitting Company Cop- Integer

ies Submitted

Submitting Company Cop- Integer

ies Returned

Submitting Company Date Date

Notified

Submission Due Date

Date Submitted Date

Date Returned Date

See also:

■ Submittals Procedures

Importing an SOV
Importing Data and Downloading Templates
To import an SOV:

1 Navigate to: Cost Management ➤ Pay Apps or Contractors ➤ Contractor Pay Apps.

2 Click SOV Setup.

3 Click Import.

■ To download an Excel template, see Downloading an Excel Template on page 105 and skip to step 3.

118 | Chapter 2 Key Concepts

■ To upload data, see Uploading XML Project File on page 107.

Specific Rules/Conditions
The SOV import has the following special rules or conditions:

■ Importing is accomplished with the Import button on the SOV Setup Headings and Heading Items tabs.

■ When using unit price SOVs, the amount field will be calculated upon import based on the Quantity
and Unit Price.

■ Leaving the Record State blank will result in Active records.

■ The Heading Items must be keyed to a Heading No. If more than one Heading has the same number,
the first one found will be used.

■ Leave Included After blank unless you want to hide the item until after a certain date.

■ The import can be used for adding new items or for modifying existing items

■ The import template provided is dependent on whether the SOV is a Percent Complete or Units Complete
SOV.

Headings Field Information

Field Data Type

No. Text

Description Text

Record State A for Active, V for Void. Leave blank to as-

sume A

Heading Items Field Information

Field Data Type

Heading No. Text

Item No. Text

Item Description Text

Amount Currency (applies only to Percent Complete type of SOV)

Modules for Importing | 119

 Field Data Type

Quantity * Number (applies only to Units Complete type of SOV)

U.O.M. * Text (will be matched to the Unit Type Lookup Table)

(applies only to Units Complete type of SOV)

Unit Price * Currency (applies only to Units Complete type of SOV)

Included After Date (blank unless you want to hide the item until after a
certain date)

Record State “A” for Active, “V” for Void. Leave blank to assume A

Budget Code The Budget Code to be used on Cost Items associated with
the Pay App.
Note: Budget Codes will be imported only if the Allow
Cost Item Creation option is enabled in Module Custom-
ization. If this option is not enabled, any budget codes in
the Import spreadsheet will be ignored. See Module Cus-
tomization for Pay Apps for more information.

See also:

■ Contractor Pay Apps Procedures

■ Pay App Procedures

Select Popup Windows

Throughout Constructware, you must find and select companies, contacts, employees, projects, or users.
The pop-up window that allows you to perform those selections allows you to enter search criteria and
present the search results in a log.

RFI Example

The pop-up window is accessed by clicking the Select ( ) button.

The pop-up windows are consistent in their use, however, based on the information you are filtering for,
can vary slightly.

120 | Chapter 2 Key Concepts

 See also:

■ Select Fields and Buttons on page 121

■ Common Functions Buttons on page 40

Select Fields and Buttons

This section contains the fields and buttons procedures, in order by pop-up window.

Companies Pop-Up
■ Selecting Companies Buttons on page 122

■ Selecting Companies Fields on page 122

Contacts Pop-Up
■ Selecting Contacts Buttons on page 123

■ Selecting Contacts Fields on page 124

Employees Pop-Up
■ Selecting Employees Buttons on page 125

■ Selecting Employees Fields on page 126

Projects Pop-Up
■ Selecting Projects Buttons on page 127

■ Selecting Projects Fields on page 127

Users Pop-Up
■ Selecting Users Buttons on page 128

Select Fields and Buttons | 121

 ■ Selecting Users Fields on page 129

Companies
This section contains the Companies procedures.

■ Selecting Companies Buttons on page 122

■ Selecting Companies Fields on page 122

Selecting Companies Buttons

The Select Companies pop-up allows you to enter search criteria to locate a specific company. The availability
of the buttons is based on your Company Information permissions.
All permissions: Administrator, Add, Change, Company Only, and View

Button Description Permissions

Closes the active window. All

Enables you to edit the selected company. Administrat-

or
Add
Change
Company
Only

Enables you to search for a specific company based on All

the search criteria you have entered.

Enables you to create a new company. Administrat-

or
Add

Lists all companies. All

Selects the company. Change

View

Enables you to view the information of the selected All

company.

Selecting Companies Fields

The Select Companies pop-up allows you to enter search criteria to locate a specific company. The following
table contains the Selecting Companies field descriptions.

Field Description

Company The name of the company that matches the criteria.

122 | Chapter 2 Key Concepts

 Field Description

City The city where the company that matches the criteria are loc-
ated.

Div. Lists the division to which the company is assigned, if applic-

able.

Division Enables you to select a division as part of your search criteria.

■ This criterion is available only if the client has at least one
division defined and the user is assigned to “All” divisions.

Include Compan- Includes companies that are not assigned to a division.

ies not Assigned ■ This option is available only if no specific division is selected.
To a Division
■ This criterion is available only if the client has at least one
division defined and the user is assigned to “All” divisions.

Include Only For Project: The name of the project you are currently working
with.
Assigned Companies: Search for companies that are assigned
to the selected project.
Bid Solicitation Companies: Search for companies with at least
one Bid Solicitation Call Item on the selected project.
This option is available only when the Company select pop-up
window is called from a project-associated module.

Main Phone The main phone number of the company that fit the criteria.

State/Prov. The State and/or Province where the company that fit the cri-
teria are located.

Contacts
This section contains the Contacts.

■ Selecting Contacts Buttons on page 123

■ Selecting Contacts Fields on page 124

Selecting Contacts Buttons

The Select Contacts pop-up allows you to enter search criteria to locate a specific contact. The availability
of the buttons is based on your Company Information permissions. If your permissions to Contact Information
are greater, those permissions govern.

Button Description Permissions

Closes the active window. Administrat-

or
Add
Change

Select Fields and Buttons | 123

 Button Description Permissions
Company
Only
View

Enables you to edit the selected contact. Administrat-

or
Add
Change
Company
Only

Enables you to search for a specific contact based on Administrat-

the search criteria you have entered. or
Add
Change
Company
Only
View

Enables you to create a new contact. Administrat-

or
Add

Lists all contacts. Administrat-

or
Add
Change
Company
Only
View

Selects the contact. Change

View

Enables you to view the information of the selected Administrat-

contact. or
Add
Change
Company
Only
View

Selecting Contacts Fields

The Select Contacts pop-up allows you to enter search criteria to locate a specific contact. The availability
of the buttons is based on your Company Information permissions. If your permissions to Contact Information
are greater, those permissions govern.
The following table contains the Selecting Contacts field descriptions.

Field Description

City The city where the contact who matches the criteria are located.

124 | Chapter 2 Key Concepts

 Field Description

Contact The name of the contact who matches the criteria.

Company The company name of the contact who matches the criteria.

Div. Lists the division to which the contact's company is assigned,

if applicable.

Division Enables you to select a division as part of your search criteria.

■ This criterion is available only if the client has at least one
division defined and the contact is assigned to All divisions.

Include Contacts Includes contacts for companies that are not assigned to a divi-
for Companies sion.
not Assigned To ■ This option is available only if no specific division is selected.
a Division
■ This criterion is available only if the client has at least one
division defined and the contact is assigned to “All” divi-
sions.

Include Only Project Team Members: Search for contacts that are team
members for the selected project.
Assigned Company Contacts: Search for assigned company
contacts that are assigned to the selected project.
Bid Solicitation Contacts: Search for contacts whose company
has at least one Bid Solicitation on the selected project.
Bid Solicitation Company Contacts: Search for companies
contacts with at least one Bid Solicitation on the selected pro-
ject. This option is available only when the Company select
pop-up window is called from a project-associated module.

Main Phone The main phone number of the contact who matches the cri-
teria.

State/Prov. The State and/or Province where the contact who matches the
criteria are located.

Employees
This section contains the Employees procedures.

■ Selecting Employees Buttons on page 125

■ Selecting Employees Fields on page 126

Selecting Employees Buttons

The Select Employees pop-up allows you to enter search criteria to locate a specific employee. The availability
of the buttons is based on your Employee Info permissions.

Select Fields and Buttons | 125

 The following table contains the Selecting Employees button descriptions.
Permissions: Change and View

Button Description

Closes the active window.

Enables you to search for a specific employee based on the search cri-
teria you have entered.

Lists all employees.

Selects the employee.

Enables you to view the information of the selected employee.

Selecting Employees Fields

The following table contains the Selecting Employees field descriptions.

Field Description

Company The company name of the employee who matches the criteria.

Division Enables you to select a division as part of your search criteria.

■ This criterion is available only if the client has at least one
division defined and the employee is assigned to All divi-
sions.

First The first name oft the employee who matches the criteria.

Include Employ- Includes employee for companies that are not assigned to a
ees for Compan- division.
ies not Assigned ■ This option is available only if no specific division is selected.
To a Division
■ This criterion is available only if the client has at least one
division defined and the employee is assigned to All divi-
sions.

Include Only Favorite Employees: Search for employees that are listed in
your Favorites.

Last The last name of the employee who matches the criteria.

Position/Dept. The position and department of the employee who matches

the criteria.

Status The status of the employee who matches the criteria.

Title The title of the employee who matches the criteria.

126 | Chapter 2 Key Concepts

Projects
This section contains the Projects procedures.

■ Selecting Projects Buttons on page 127

■ Selecting Projects Fields on page 127

Selecting Projects Buttons

The Select Projects pop-up allows you to enter search criteria to locate a specific project. The availability of
the buttons is based on your Project Details permissions.
The following table contains the Selecting Projects button descriptions, along with the permission required
to use the button.

Button Description Permission

Closes the active window. Change

View

Enables you to search for a specific project based on Change

the search criteria you have entered. View

Lists all projects. Change

View

Selects the project. Change

View

Enables you to view the information of the selected Change

project. View

Selecting Projects Fields

The Select Projects pop-up allows you to enter search criteria to locate a specific project. The availability of
the buttons is based on your Project Details permissions.
The following table contains the Selecting Project fields descriptions.

Field Description

City The city where the project is based.

Div. Lists the division to which the project is assigned, if applicable.

Division Enables you to select a division as part of your search criteria.

■ This criterion is available only if the client has at least one
division defined and the project is assigned to All divisions.

Include Only Favorite Projects: Search for projects that are listed in your
Favorites.

Select Fields and Buttons | 127

 Field Description
Dashboard Projects: Search for projects that are available in
your Dashboard. See Selecting Favorite Projects for additional
information.
Projects with “Commercial Division” Cost Code: Search for
projects with the “Commercial Division” Cost Code. This option
is available only when selecting a project for the Cost to Com-
plete (CTC) report.
Projects with “Constructware Legacy” Ledger Template:
Search for project with the “Constructware Legacy” Ledger
Template. This option is available only when selecting a project
for the Cost to Complete (CTC) report.

Include Projects Includes projects that are not assigned to a division.

not Assigned To ■ This option is available only if no specific division is selected.
a Division
■ This criterion is available only if the client has at least one
division defined and the project is assigned to All divisions.

Name The name of the project.

No. The project's number.

State/Prov. The State and/or Province where the project is based.

Status The status of the project.

Users
This section contains the Users procedures,

■ Selecting Users Buttons on page 128

■ Selecting Users Fields on page 129

Selecting Users Buttons

The Select Users pop-up allows you to enter search criteria to locate a specific user. The availability of the
buttons is based on your User Account permissions.
The following table contains the Selecting Users button descriptions, along with the permissions required
to use the button.

Button Description Permission

Closes the active window. Administrat-

or
Add
Change
Company
Only
View

128 | Chapter 2 Key Concepts

 Button Description Permission

Enables you to search for a specific user based on the Administrat-

search criteria you have entered. or
Add
Change
Company
Only
View

Lists all users. Administrat-

or
Add
Change
Company
Only
View

Selects the user. Change

View

Enables you to view the contact information of the se- Administrat-

lected user. or
Add
Change
Company
Only
View

Selecting Users Fields

The Select Users pop-up allows you to enter search criteria to locate a specific user. The availability of the
buttons is based on your User Account permissions.
The following table contains the Selecting User field descriptions.

Field Description

City The city where the contact who matches the criteria is located.

Company The company name of the employee who matches the criteria.

Div. Lists the division to which the contact's company is assigned,

if applicable.

Division Enables you to select a division as part of your search criteria.

■ This criterion is available only if the client has at least one
division defined and the user is assigned to All divisions.

Main Phone The main phone number of the contact who matches the cri-
teria.

Include Only Favorite Employees: Search for employees who are listed in
your Favorites.

Select Fields and Buttons | 129

 Field Description

Include Users not Includes users who are not assigned to a division.
Assigned To a Di- ■ This option is available only if no specific division is selected.
vision
■ This criterion is available only if the client has at least one
division defined and the user is assigned to “All” divisions.

State/Prov. The State and/or Province where the contact who matches the
criteria is located.

User The name of the user who matches the criteria.

130 | Chapter 2 Key Concepts

Index
A Copy Wizard 94
buttons 94
ActiveX 15 fields 95
Cost Events
processing 82
B Cost Items
Bookmarks 100 processing 83
procedures 100 Cost Management
Browser processing 80
opening files directnly in the browser 11
Browser configuration 8 D
Button Descriptions¶ 38
Buttons Data 102
Common Functions 40 Documents
Common Toolbar 39 processing 77
Copy Wizard 94
Favorites 96
Importing Data 103 F
Menu Collapse 7, 44 Favorite Projects 8
Process Wizard 73 Favorites 95
Project Wizard 49 buttons 96
Quick Launch 43 fields 96
Quick Launch buttons 7 interactions 96
Reference/Support 7 procedures 97
Routing Documents 26 Feedback 47
Send Wizard 61 Fields
Toolbar 7 Copy Wizard 95
Transmittal Wizard 90 Favorites 96
Importing Data 103
C Process Wizard 74
Project Wizard 50
CCDs Send Wizard 63
processing 78 Transmittal Wizard 91
CCOs Files
processing 79 opening directly in the browser 11
common 8 Filter and Quick Find 8
Common Functions buttons 40 Filtering for information 22
Common Toolbar buttons 39 Form Letter Wizard 93
Configuration Functions 19
browser 8 multi-edit 19
Constructware
functions 19
Logging In and Out of Constructware 1 G
navigating 7 Getting Started 1
Navigating Constructware 7
Constructware icons 45
Contracts H
processing 79
hardware 16
Hardware system requirements 16

131 | Index
I password, forgotten 3
Permissions
Icons 8 Key Concepts 17
Constructware 45 Platform
importing 102 ActiveX 15
Importing Data 102, 104 Java 14
buttons 103 POCOs
fields 103 processing 88
interactions 104 Pop-Up Blocker 13
Infodex 17 POs
Interactions 67 processing 86
Favorites 96 procedures 104
Importing Data 104 Procedures
Process Wizard 75 Bookmarks 100
Routing Documents 27 Favorites 97
Transmittal Wizard 92 Importing Data 104
Project Wizard 55
Routing Documents 29
J Send Wizard 68
Java 14 Process Wizard 73
buttons 73
fields 74
K interactions 75
Processing
Key Concepts 17 processing 84
permissions 17 processing issues 85
Project Wizard
L buttons 49
fields 50
Logging in module customization 52
existing user 2 Project Wizard procedures 55
expired password 5
for the first time 1
forgotten password 3 Q
required information 6 Quick Find 8
Logging out of Constructware 6 Quick Launch buttons 7, 43
Lookup Tables 24

R
M
RCOs
Menu Collapse button 7, 44 processing 88
Module Customization Reference Support buttons
Project Wizard 52 Buttons
Module Customizations 23 Reference Support 45
Multi-edit function 19 Reference/Support buttons 7
RFQs
N processing 89
Routing Documents 25
Navigating Constructware 7 buttons 26
interactions 27
procedures 29
O
OCOs S
processing 85
Select Popup Windows 120
Send Wizard 67
P buttons 61
password, expired 5 fields 63
interactions 67

132 | Index
Send Wizrard Transmittal Wizard 89
procedures 68 buttons 90
software 15 fields 91
Software system requirements 15 interactions 92
System Requirements 15–16
W
T
Wizards 48
Technical Requirements 14 Copy 94
timeout period 6 Form Letter 93
Toolbar buttons 7 Process 73
Transmittal 89

Index | 133
134