Cmic field

Author: i | 2025-04-23

The following screens in CMiC Field include options for adding and/or maintaining contacts: Project Contact Directory. Project Partner Directory. Partners - CMiC Field. Contacts - CMiC Field; User Maintenance - CMiC Field. When creating a contact in CMiC Field, the type of company selected will determine the type of user.

User-Defined Fields - CMiC Field

Expense Authorization; standard Treeview path: CMiC Field > Budget & Cost Management > Expense Authorization After a project and budget have been entered and saved, an expense authorization form can be filled out. In general, this form will allow selection of a list of work breakdown structure (WBS) codes and expense authorization amounts which will then be routed through Workflow for approval. When the approval takes place, the expense authorization amount will be updated at the project level. If an attempt is made to spend and/or commit above this amount at the project level, then further action is halted and an alert is sent to a pre-determined individual. Notes and attachments can also be added to an expense authorization form. Completing an Expense Authorization Request Expense Authorization; standard Treeview path: CMiC Field > Budget & Cost Management > Expense Authorization – Header tab From the Expense Authorization Log, click the [Add Expense Authorization] button to create a new expense authorization form. Header – Tab Most of the data defaults from the project and the associated job. The Description field is retrieved from the Project Scope/Description on the Project Maintenance screen. Date Enter/select the creation date of expense authorization form. Authorization No. Enter an expense authorization code. This field is auto-numbered within the project with the option of changing it. EA Type Select an expense authorization type from the drop-down list. Funding Type – Radio Buttons Select whether the funding type is internal or external. Comments Enter any additional comments about the expense authorization form here. Review Approval This section displays fields for Action, Role, Contact Name, Date (for date and time approved), User, and Notes. These fields are updated from the Workflow approval process. There could be multiple entries if more than one approver is required. Key Players This section lists all defined key players for the project with their phone numbers. Attachments – Tab This is one of many Attachments tabs throughout CMiC Field. Please refer to Notes, Attachments, and Documents - CMiC Field for further details. Budget and Cost Summary – Tab Expense Authorization; standard Treeview path: CMiC

Printing a Report - CMiC Field

Construct PM is an all-purpose application giving field personnel access to essential information and allowing them to update the centralized database with their findings in real-time, rather than at the end of the shift, for maximum accuracy and timeliness. With offline functionality in case connectivity at the job site is inconsistent, this app keeps the field working personnel connected to the rest of the organization.This app supports the recording of jobsite conditions, daily activities, and employee productivity, as well as giving construction workers access to the modules used by office staff. The project directory is accessible from the app, and workers can use it to respond to RFIs, manage drawings, upload multimedia content such as photos and update punch lists, along with many more helpful functions. What’s New Mar 22, 2025Version 1.0.84 General bug fixes and performance improvements. Check out for detailed release notes. Ratings and Reviews Getting Better App has a lot of great aspects and functionality. This app is much much better than 6 months to a year ago but is still a working progress. App still shows up errors when logging in every once in a while and the ease to edit/manipulate data still has some improvements that need to be made but overall this app is great for task and data management on a corporate level. Best construction software on the market I’ve been using CMiC for about 10 years. Accounting/job costing integration is difficult but critical to our success in this industry; CMiC is the only software provider that actually does it right. They long needed a field tool like this to compliment the rest of their software. Construct PM is proof CMiC is dedicated to the construction industry and dedicated to continuously improving their product. The app does everything my teams need in the field… access drawings, create markups/as builts/RFI’s easily, communicate and document effectively, submit time sheets, simple to use, etc. CMiC has all the tools needed to successfully manage a project. Strongly recommended. Great App CMiC has put their new app in a place that it can be worked on and continually

Selecting a Project - CMiC Field

Code Maintenance screen. Check this box to make the record visible and accessible to all users who have access to the Submittals V2 screen. This grants all team members the ability to refer to specific, approved submittals as necessary. By default, this box is unchecked on all new records. If a submittal has the 'Public Record' flag checked, the record will be visible and accessible to all users who have both the menu and program security role privileges for the Submittals V2 screen. NOTE: The ability to modify this checkbox is tied to the security role privilege "Submittal – Make Record Public". As well, by default, field security on the 'Public Record' checkbox is set to “Hidden” for the “ALL” role. Users must set this value as “Unrestricted” or "Read-Only" in order to make this checkbox visible. For more information, please refer to Security Roles - CMiC Field. Ball in Court This field is read-only and displays the BIC reviewer(s). Submittal Manager Enter the contact responsible for managing the submittal review process. NOTE: If the “Submittal Manager” replacement variable is included in the applied Review Workflow Template, it will be necessary to populate the Submittal Manager field as well. This field may only be populated by project contacts (i.e., it will not accept companies or distribution lists). Description This field is used to provide additional details about the submittal and its requirements. Tags Press the [Add Tags] button to tag the Submittal record. Tags are used to group or classify submittals. Tags are maintained in the Tags screen in Submittal Settings or can be created on-the-fly when adding a tag to a Submittal record. Only the “Procurement Item” tag exists by default. If it is applied to a Submittal record, the Fabrication and Delivery stages will be included in the. The following screens in CMiC Field include options for adding and/or maintaining contacts: Project Contact Directory. Project Partner Directory. Partners - CMiC Field. Contacts - CMiC Field; User Maintenance - CMiC Field. When creating a contact in CMiC Field, the type of company selected will determine the type of user. CMiC Field V10X; CMiC Field R12; Opportunity Management; Mobile Field V10X; CMiC Field R12 APP {0} More Discussions; Articles; Loading. Reports Form Letter Assignment.

Product: CMiC FIELD R12 for Mobile

Overview Submittal Status Maintenance; Standard Treeview path: CMiC Field > File Maintenance > Local Tables > Submittal Status The submittal status codes used for submittals are created and maintained in the Submittal Status Maintenance screen. They are then used in the Submittals screen, as shown below. Submittals; standard Treeview path: CMiC Field > Document Management > Submittals – Submittal Detail tab P-Type (external) users are only able to view certain submittal statuses when reviewing a submittal record in the Submittal History table. C-Type (internal) users can select any submittal status. The limitations for P-Type users are: Users with an Action field of Received can only select submittal statuses mapped to the Received status class. Users with an Action field of Sent can only select submittal statuses mapped to the Sent status class. Users with an Action field of Returned can only select submittal statuses mapped to the Reviewed status class. Users with an Action field of Forwarded can only select submittal statuses mapped to the Forwarded status class. Creating a New Submittal Status To create a new submittal status, press the [Add] button on the Submittal Status Maintenance log screen. Status, Name Enter a status code and name. Class Use this field to assign a class to the submittal status. Classes can be used to trigger automated functionality within CMiC Field during the I/O email response process. When a submittal record is updated by an inbound I/O message, the class of the status may change, depending on the message or

CMiC Field Mobile Drawing Management

Is used, use the same value for both. For the Tenant Code attribute, Enterprise users enter DA and Cloud users enter their tenant code. Process Once the necessary setup is in place, the compliances are checked on subcontracts by an overnight workflow process. If the compliances would expire or have expired based on the Compliance Days Before and the Compliance Days After fields set in the Workflow Lookup Rules screen, notifications will be sent to the project contacts who are on the projects with the key player role that has been set up in the Workflow Lookup Rules screen. Note Both the vendor and the contact will receive the email if the setup is correct and the compliance expiration conditions are met. The internal contact email comes from the primary email set up for the project contact (standard Treeview path: CMiC Field > Communication Management > Project Contact Directory - Project Contact Detail - tab). The vendor email comes from the E-mail field (BPVEN_PAY_EMAIL) in Vendor Maintenance (standard Treeview path: Accounts Payable > Setup > Maintain Vendors - Vendors tab). You can prevent the vendor from receiving the email while you are testing by leaving the Email field in Vendor Maintenance null or using an internal email address. Sample Notices Before expiry: After expiry:

CMiC Field - FIELDR12 for Mobile - assets.ctfassets.net

Is required on records where they are currently the responsible contact. Users with the Project Role privilege 'Respond on behalf of Business Partner' can also respond on behalf of others at the same company on records where they are currently the responsible contact. Press this button to launch the Send Response screen. Send Response screen launched from [Respond] button on Construct PMSubmittals V2 – Review tab Users with the Project Role privilege 'Respond on behalf of Business Partner' can respond on behalf of others at the same company on records where they are currently the responsible contact, as shown in the screenshot above. Creating Records [Plus] button on SubmittalsV2 screen Users can press the Plus button () at the bottom of the screen to add a new entry. Details – Tab Submittals V2 – Details tab Only the Name field is required to save a Submittal record. To submit a pending Submittal record, in addition to the Name field, the Submitter and Approval By fields are required. Both of these fields can be populated with one of the following: an individual project contact, a business organization (i.e., companies or partners), or a distribution list. Name Enter the name of the submittal. This field is required to save the record. Type Select the type of the submittal. These type codes can be set in the Submittal Type screen (standard Treeview path: CMiC Field > File Maintenance > Local Tables > Submittal Type). Submittal Status This field is read-only and displays the status of the submittal. Last Review Status This field is read-only and displays the last review status of the submittal. Spec Section, Spec Sub Section Enter/select the specification section and the specification sub-section for the submittal. These codes are used for ordering purposes and can be set in the CSI. The following screens in CMiC Field include options for adding and/or maintaining contacts: Project Contact Directory. Project Partner Directory. Partners - CMiC Field. Contacts - CMiC Field; User Maintenance - CMiC Field. When creating a contact in CMiC Field, the type of company selected will determine the type of user.