Please review this article for a quick overview on: Bookmarking the Correct Single Sign On (SSO) Link Important Changes You Should Make to Your Profile Dashboards Unanet for Outlook Add-In Unanet for Mobile App Unanet Resources on Swinerton Support Center Unanet Resources on SwinNet Page

Please follow the following steps to ensure that you are bookmarked with the right link that uses Swinerton’s Single Sign On (SSO) –  Step 1: Copy this link - https://id.cosential.com/auth/1491/login Step 2: Open Chrome as your browser (It works better than IE with the system) Step 3: If you have an existing bookmark please see step 6 below Step 4: To add a bookmark, right click on your bookmark bar (right below the web address window) and click “Add Page” Step 5: An Edit Bookmark page will pop up Change the Name field to “Cosential” Replace the URL with the following link - https://id.cosential.com/auth/1491/login The window should be set up like the image below, please check that the URL is exactly the same and if it is press “Save” Clicking on the new bookmark in your bookmarks bar should take you right through Swinerton’s Single Sign On and not ask for your login information Step 6: If you have an existing bookmark, hover your mouse over it to see the URL it is linking to. If it shows the following url you will need to change it  Step 7:  Right click on your existing bookmark and click “Edit” Step 8: Follow Step 5 on the previous page to change the URL to the correct one Note: If the SSO does not work after going through the steps above, you may need to clear your browser's caches.  

To set up your default Opportunity preferences, follow the steps as outlined below: Step 1: Click on your picture/silhouette on the upper right hand corner Step 2: Go to "My Preferences" Step 3: Under the Contact Manager section, click on "Opportunity Preferences" Step 4: Select a staff role to associate yourself to Opportunities as you create entries. This will ensure you can edit any Leads/Opportunities you create, otherwise you can enter them but then won’t be able to edit. Important Note: If you will be serving as a key contact or pursuit champion to Opportunities, select yourself as Proposal/Pursuit Champion. If you are an Opportunity contributor, select the role that most closely identifies to your current responsibilities.  Step 5: Set up your Opportunity Pipeline preferences. You can also set up your preferences within the Unanet CRM Outlook Add-In as well. Any changes made on Web or Outlook will save across both applications. Categories Notes and Recommendations Total Values Select Potential Swinerton Revenue  Opportunity Stages Turn on all stages except for 10c-Sale Closed (Converted to JIP) and 15-On Call Closed. Those stages should be left unchecked. Average Days in Stage Select Yes Card Details Select three pieces of information to display on our card details. The recommended selections are: Anticipated Date of Award, Potential Swinerton Revenue, and Win Probability. Your preferences may be different depending on your role within the organization and Unanet CRM.  Card Labels Select one firm organization to display on each card. The recommended labels are Division/Office, Department, or Primary Market. Example #1: Departments If you work or support various departments, such as Self-Perform operating groups (i.e., Drywall, Millwork, etc), select the Department field to see this delineation on your card label. Example #2: Primary Market If you are interested in seeing upcoming pursuits in each market (i.e., Retail, Office, Healthcare, etc), select the Primary Market field to see this delineation on your card label. Opportunity Flag If you enjoy visual cues, select a field to flag opportunities with a color. Keep in mind, there are only four color flags. The recommended flags are Primary Market, Priority to Division, Delivery Method, or Secondary Market. Example #1: Priority to Division (Recommended flag to identify which Opportunities are higher priority) Red = 1-High Yellow = 2-Medium Green = 3-Low Example #2: Secondary Market (Recommended flag if you specialize under a specific primary market and want a visual representation of secondary market sectors) Red = Education-Community College Yellow = Education-Early Education Green = Education-Higher Education Blue = Education-K-12

This serves as an overview of the costs for Unanet CRM licenses. While paid in bulk annually by Corporate, costs will be allocated back to each Division based on the number of users and license types. Division Manager approval is required. Once received, submit a ticket for a new license.  Unanet CRM license types are broken into three categories with individual annual costs and read/write functionality for each license type as outlined below. 

Clearing Your Google Chrome Cache Please follow the steps below (Pink Boxes) to clear Chrome's Cache. Step 1:Open Chrome and click on the three dots in the upper right Step 2: Navigate to “Other Tools” Step 3: Then ”Clear Browsing Data” Step 4: In the window that comes up, ensure that the two boxes highlighted below are checked (all others are optional) Step 5: Press Clear Data – You are done!   Open Chrome and click on the three dots in the upper right Navigate to “Other Tools” Then ”Clear Browsing Data”

  Primary Market Definition Example Clients Aviation Structures and foundations that support activities surrounding  an airport. This includes airside work such as runways, taxiways, and aprons, and landside projects like terminal building, control tower, hangars, and parking. Projects can include construction, expansion, maintenance, repair, infrastructure, and facilities.  Los Angeles World Airports, Southwest Airlines, Alaska Airlines, Denver International Airport Education A collection of public, private, non-profit, and for-profit organization that promote the learning process and support academic initiatives. This includes facilities and campuses ranging from early education through higher education.  Los Angeles Unified School District, Palomar Community College District, University of Hawaii, Denver Public Schools, Bright Horizons Energy Renewable power generation and energy sources (solar, wind, bio, fuel, etc.) Entertainment Facilities that are an asset to the community and provide entertainment and engage in selling and profiting from creative works or services. The Entertainment market includes a subset of  industries such as theater, film, fine art, music's, sports, television, and radio. Cowlitz Tribe, Puyallup Tribe of Indians, NBC Universal, NFL, MLB Federal Government Facilities that aid our Federal government agencies and advance their mission to strengthen and protect our nation and may include command centers, administrative buildings, training centers, maintenance facilities, and family/troop housing.  United States Army Corps of Engineers, Department of Veteran Affairs, GSA, Johnson Space Center Healthcare Facilities that aid in the healing and care of individuals and include administrative offices, hospitals, health centers, and research facilities. Work includes ground-up construction, minor upgrades, or complete renovations, commissioning, demolition, medical equipment backing and coordination, equipment installation, and infection control. John Muir, BayHealth, UCHealth, Adventist, Kaiser Permanente, CommonSpirit Health, CBRE Hospitality Properties that are part of the business and service industry that host and/or entertain individuals, groups, and families. This includes lodging, food and beverage, events, recreation, and tourism. These facilities focus on enhancing the leisure guest experience.  BRE Hotels & Resorts, White Lodging Services, Viejas Band of Kumeyaay Indians, KSL Resorts, Trendwest Resorts, Inc. Industrial Facilities for organizations that manufacture, process, or assemble goods or materials to be supplied to other businesses or consumers.     These facilities have specialized requirements that focus on coordinating manufacturing and the distribution of goods and include a wide variety of buildings such as distribution centers, warehouses, and maintenance facilities. Amazon, Walmart, Bed Bath & Beyond, RH, Target, developers with industrial space, brokers, major real estate firms Life Sciences Encompasses a wide range of organizations in the medical field including, biotechnology, pharmaceuticals, biomedical technologies, life systems, the manufacturing of biomedical devices as well as the     logistics and distribution of these devices. Spaces typically include highly specialized laboratories and research centers.  End Users: Genetech, Samumed, Alcon, Johnson & Johnson, Edwards; Developers: BioMed Realty, Alexandria Real Estate, and Healthpeak Properties, CMs: OAC, PMA Mission Critical Facilities that support technology applications with complex infrastructures that are required to maintain continuous operation, and if interrupted would cause a negative impact on business activities or result in loss of life. These facilities are highly secure and often confidential and include data centers and high-tech facilities with specialized equipment that mitigate outages and create layers of redundancy.  AT&T, Ball Aerospace, PG&E, SDG&E Mixed-Use Developments that include residential, office, and retail spaces within one structure.  JMA Ventures, Scripps Highland Watermark, Douglas Emmett 2008, LLC, Embarcadero Capital Partners Office Buildings where organizations and individuals perform administrative work and conduct business in order to support and advance the initiatives/goals of an organization.  Brookfield Properties, Chevron, Prime West, Facebook, Kilroy Realty Corporation, Amazon, Google, Cushman & Wakefield Public/Civic Any type of project/facility that is completed for a public entity or paid for with public funds. These project's contracts are through local municipalities at the city, county, state level.   Griffin Structures, Inc., City of Palo Alto, Douglas County, The Port of Portland, Coachella Valley Water District, Colorado Department of Corrections, Judical Council of California Religious and Cultural Facilities that reflect a set of people's  ethnicity, race, and religious affiliations. This includes places of worship such as churches and temples as well as buildings that promote culture and art like theatres, auditoriums, museums, and libraries. Cultural projects can be privately or publically funded.    Fine Arts Museums of SF, Asian Art Museum, St. John's Cathedral, Shalom Synogogue, The Salvation Army Residential Housing developments that include multiple-family dwellings that are multi-storied. This includes ancillary areas and amenities of the residential property which are not living accommodations but add value to the residential building.  Mercy Bridge Housing, Bridge, Crescent Heights, The Salvation Army, ANKA Property Group, Intracorp Retail Buildings that facilitate the sale of goods or services to the public for consumption. This includes supermarkets, convenience stores, shopping centers, department stores, and luxury retail. Macy's Inc., Neiman Marcus, Target, Tiffany & Co., Fred Myer, Cowlitz Tribe, Jones Lang LaSalle, Unibail-Rodamco-Westfield Transportation/Infrastructure Transportation infrastructure are foundational structures and systems for transporting people and goods. This includes roads, railways, bridges & tunnels, waterways, and ports. Bay Area Toll Authority, Regional Transportation District, OC Public Works, East Bay Municipal Utility District, City of Antonio

Note: if you use Outlook for Web, you can use the ctrl + shift + del shortcut to pull up a window to clear browser history. From here, select clear your browser cookies and cache. If you are using the Outlook application, please follow the steps below. Open an Email or event to view the Unanet CRM for Outlook side-panel open Right-click within the empty light gray lower area of the Unanet CRM for Outlook side panel (If you are unable to login, you may right-click anywhere on the side panel while on the login page.) Click on Inspect Click on the Application tab Note: you may need to expand the console if you do not see the "Application" tab, or access it from the overflow menu. You will clear the cache in four places: Clear Cache In Three Places Under Storage Local Storage In the left menu, navigate to Storage > Local Storage Click the arrow to expand Local Storage Right+click on the URL (https://...) Select Clear Session Storage In the left menu, navigate to Storage > Session Storage Click the arrow to expand Session Storage Right+click on the URL (https://...) Select Clear Cookies In the left menu, navigate to Storage > Cookies Click the arrow to expand Cookies Right+click on the URL (https://...) Select Clear Next, Clear Cache in Cache Storage Cookies In the left menu, navigate to Cache > Cache Storage Right+click on Cache Storage Select Refresh Caches Close Outlook, then restart. If this does not work for you, Navigate to ADD-INS Find Unanet CRM for Outlook Click the ellipses Select Get Started or Remove the Add-in then re-add (

Clearing cache in the new Outlook for Windows is not as straightforward as in the older versions, but it can still be done with a few steps. Follow these instructions to clear the cache in the new Outlook for Windows: Close the new Outlook app. Open the Run dialog by pressing the Windows + R keys together. Type or paste the following command in the Run box and click OK: olk.exe --devtools Be sure to include a space before the two dashes if typing the command manually. The new Outlook will open (you may be prompted to sign in), and the DevTools window will also appear. In the DevTools window, click the Application button on the toolbar. Clear local storage cache. In the left pane, under the Storage section, find the https://outlook.office.com link under Local Storage. Right-click on this link and select Clear. Clear cookies. Still in the left pane, locate the https://outlook.office.com link under Cookies, right-click on it and select Clear. Close the DevTools window. Once these steps are completed, the cache for the new Outlook should be deleted, and you can reopen the app for a fresh start. Remember, this process will remove temporary files that may include saved login credentials, so you may need to sign in again after deleting the cache. Tip. The olk.exe file is responsible for storing and managing temporary files used by the new Outlook. The command olk.exe --devtools launches the new Outlook with Developer Tools enabled. This allows for advanced troubleshooting and debugging within the application, such as clearing cache or inspecting elements within the Outlook environment.