What I Need to Know: Synced Project Fields
Modified on: Fri, Sep 22 2023 11:55 AMAre 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
|
Opportunity Record
Requires Marketer verification
|
|
|
Project Categories
|
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 |