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What I Need to Know: Synced Project Fields

Modified on: Fri, Sep 22 2023 11:55 AM

Are you wondering where or how specific Unanet Project data fields are getting populated? Our three primary data sources come from 1) Opportunity records, 2) CMiC, and 3) manual entry by Marketers (or other Staff with an Admin/Full license). To learn more about each data point origination, please review the following tables outlined below.


Project Summary

Where does the data come from?

Project #

CMiC

Percent Complete

CMiC

Percent Status

Automated, governed by CMiC

Sub-Projects

Automated, governed by CMiC

 

Only for Self-Perform

Firm Organization

  • Division/Office
  • Region
  • Department
  • Primary Market
  • Job Department
  • Companies

Opportunity Record

 

Requires Marketer verification

 

Project Categories

  • Secondary Market
  • Product Type
  • Contract Type
  • Construction Type
  • Delivery Method
  • Client Type

Opportunity Record

 

Requires Marketer verification

Service Type requires manual entry

 

Owner/Client

Where does the data come from?

Owner/Client Name

Opportunity Record

 

Does NOT get overwritten by CMiC 

Company Role

CMiC – Trade/Scope

 

Does NOT get overwritten by CMiC

 

 

Consultant Team

Where does the data come from?

Consultant Company

CMiC – Project Partner Name

 

Gets overwritten by CMiC if new changes are detected

Company Role

CMiC – Project Directory Group

 

Gets overwritten by CMiC if new changes are detected 

Comments

CMiC – Trade/Scope

 

Gets overwritten by CMiC if new changes are detected

 

Staff Team

Where does the data come from?

Personnel Name

Opportunity Record

CMiC

Staff Team Role

Opportunity Record

CMiC

 

Does not get overwritten if role changes in CMiC

Role Type

Automated, governed by Staff Team Role selection

Hours

CMiC

 

If no hours are associated to the Personnel, the record was either manually added or it came directly from the Opportunity record.

 

Construction Costs

Where does the data come from?

Original Construction Contract (OCC)

CMiC

Standard Change Order Value (COV)

CMiC

 

 

Construction Schedule

Where does the data come from?

Scheduled Start Date

 

CMiC – Start Date

Scheduled Substantial Completion Date

CMiC – End Date

Actual Substantial Completion Date

Eventually CMiC

Execution Date

CMiC – Prime Contract Date

Date of Award 

CMiC/Boomi

 

Based on Risk/Finance Boomi Approval Date

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