How to View All Outstanding Subcontract Vouchers by Vendor Document Overview  - View outstanding subcontract vouchers (RFP invoices) by vendor for ALL projects (30/60/90 days)  - Ability to search by specific timeframe and/or view ALL outstanding items by vendor  - This report allows viewing of all outstanding vouchers by vendor for multiple jobs in one report     Sample Report Below.      Accounts Payable   Reports  Aged payables By Job Report       Enter or search for vendor number in the “From Vendor” field   Enter the same vendor number in the “To Vendor” field   Enter specific cutoff date   All other fields will auto-populate; no need to modify  Click Run Report         

How to View All Outstanding Vouchers and RFPs by Job Document Overview  - View all outstanding vouchers (A/P invoices) by job (30/60/90 days) per vendor  - View all outstanding RFPs (subcontracts) by job (30/60/90 days) per vendor   - Ability to search by specific timeframe and/or view ALL outstanding items by job  - Beneficial to provide report to vendor to show outstanding items in CMiC    NOTE: This report ONLY lists the vendor number, NOT the vendor name.    Sample Report Below.    Accounts Payable   Reports  Aged payables By Job Report       Enter project number in “From Job” field   Enter specific dates (you can also leave dates blank to view all outstanding items from start of construction)  All other fields will auto-populate; no need to modify  Click Run Report     

  How to View Compliance Status of a Subcontractor by Job Document Overview  - This document is mostly used by Project Administrators to view and edit the compliance status of a subcontractor by job  - Provides overview of original contract amount, total amount billed and paid, and change orders of a subcontractor by job    NOTE: Project Accountants do NOT update subcontractor compliance in CMiC. If compliance needs to be updated, it must be done by the Project Administrator.    Sample Compliance View Below.      Subcontract Management   Status  Change Compliance Status    Enter “Company Number”  Enter or search for “Vendor Number”  Enter “Job Number”  Enter “Date”  Click Refresh       Once the information populates, click the Contract tab    Click Compliance       View Compliance   Email the Project Administrator for any changes needed           

How to Run A Summary Log for Job Costs and Billed Amounts by Phase and Category Code Document Overview  - Summary of job costs by Phase Code, Phase Name, and Category Code   - Summary of billed amounts by Phase Code, Phase Name, and Category Code  - Useful log for high-level summary of costs and billings      Sample Summary Log below:          Job Costing  Logs  Cost Summary Report          Enter “Company Code”  Enter project number in “Job Code” field  Click Apply Filter      Click Export to download report in Excel format   

How to Run a Commitment Status Summary Report  Document Overview  - Summary of subcontractors working on a project.  - Lists subcontractors’ contract value, change orders, amount invoiced, amount billed, etc.  Sample Report Below.       Subcontract Management   Reports  Commitment Summary Report      Enter “Company”  Enter project number in “From Job” field  Enter same project number in “To Job” field   Click Run Report       

How to Run a Summary of Total Job Costs and Amount Billed by Job  Document Overview  - Summary of administrative labor, insurance, tax, and bond costs by job  - Breakdown of total job cost per category and amount billed per category by job    NOTE: Each project report will vary by the various categories' setup on the project.      Sample Report Below.    1. Job Costing  2. Reports  3. Cost Summary Report    4. Enter “Company”  5. Enter the project number in the “From Job” field  6. Enter same project number in the “To Job” field  7. Enter date range parameters in the “From Date” and “To Date” fields or leave blank  8. All other fields will auto-populate; no need to modify  9. Click Run Report   

How to Request Project Specific Labor Rate Changes Project Setup is responsible for updating all Project Specific rates in Workday.     Reach out to ProjectSetup@swinerton.com when:   Current labor rates are incorrect on a project and need to be updated   Labor rates changed mid-job and need to be updated       NOTE: Loop in your Project Accountant for any labor rate changes sent to Project Setup.      Sample View Below.       

Job Billing Project Setup Process    Document Overview  - Project data validation  - Quality management   - Insurance and GRT coding setup    NOTE: This process is performed by Project Setup only. Access is limited. Each project is uniquely setup based on project location, risk, scope, and Owner information.     Sample Report Below.           Job Billing  Contracts  Enter Contract           Click the Query by Example search icon  Type the project number  Press Enter         Click the pencil edit icon          On the “Billing Items” tab you need to verify the following information is correct using your Jobstart Form to cross check. What is in CMiC Job Billing, should match the information on the Jobstart Form. If it is not the same, update the information accordingly so that the information matches.   Job = Project number and name   Contract = Project number and name (this comes from Boomi)  Customer = Customer default number and name   Rate Code = STND  Approved Date = Actual closing date (should match Contract Date)  Start Date = Construction start date   Contract Date = Actual closing date (should match Approved Date)  End Date = Construction end date  Spread Rule = BELL (for all jobs)        On the “Defaults” tab, verify the pre-populated Retainage Code matches what is on your Jobstart Form.         Confirm the following boxes are checked:  “Warn If There Are Categories Without Bill Codes”  “Material Stored Included In Calculated Billing Amount”  “Detail PCI Billing”            On the “Address” tab, verify the pre-populated address matches the partner address that is listed on your Jobstart Form. If it does not match, update  to the correct address so that it matches what is on your Jobstart Form.           On the “Description” tab, verify the pre-populated “Name” matches the project name on your Jobstart Form.         Verify/Enter coding for the “Invoice Format”. Below are the various codes depending on the project:   1701 = Standard (Used for ALL Swinerton and Swinerton Company jobs)  SMC1 = Swinerton Management & Consulting (Used for ALL Swinerton Management & Consulting jobs)    In this example we are setting up a Swinerton GC job. Verify 1701 auto-populated in the white search box next to “Invoice Format”. If nothing is there or a different number is present, update to 1701.            Verify the Department auto populated correctly (this is found on your jobstart form or in Boomi).        Navigate to the “Risk Management” tab.  Click the “Insert” icon at the top of the tool bar (the first section under “Contract Information”)  A new empty white row will appear.        In our example, the insurance code we need to apply is PLP, M51. To do that, in the white search box, under the “Code” column, type M51.         If the project requires GRT to be applied, repeat Step 17 above and input the correct GRT coding.        Click the “Save” icon.   Click the “Exit” icon.        

How to Run a Job Accountants Lookup Report     How to Run a Job Accountants Lookup Report Document Overview  - View Project Accountant assignments by job, company and department  - View project information, including jobsite address, job status and department      NOTE: The report does NOT provide AP Workflow information.    Sample Report Below.      Imaging  Job Accountants Report (a new window will appear)        All drop-down fields will auto-populate (Department(s), Account Name(s), Project(s), Job Status Code); filter if desired or leave as is  In the search field box, enter the desired search information, examples include:   Project number  Project name  Project address  Project Accountant name  In this example, a search by the project number was performed.  Click Find         To Download the Full Report:  Click the save icon and choose the desired report format (Excel will be used in this example)                Open and save the report   

How to Run AP Imaging Workflow Lookup Reports by Project and Users Document Overview  - View AP workflow assignments by project, company, and department  - View specific user’s AP workflow    - Useful when needing to make changes to AP workflow    Sample Report Below: AP Workflow by Project.          Sample Report Below: AP Workflow by User.        AP Workflow by Project  Workflow  Reports  AP Workflow Lookup by Dept        Select the specific Company or choose Select All    Select the specific Department or choose Select All  Select the Job Status (In Process and Pending are most used) or choose Select All      Click View Report        To View AP Workflow for a Single Project:  Type the project number in the search field box  Press Enter  AP Workflow is show for the specific project         To Download the Full AP Workflow Report:  Click the save icon and choose the desired report format (Excel will be used in this example)          Open and save the report            AP Workflow by User  Workflow  Reports  AP Workflow Lookup by User        Select the specific employee from the User dropdown menu    Select the Job Status (In Process and Pending are most used) or choose Select All          To View User AP Workflow:  Click View Report      To Download the User AP Workflow Report:  Click the save icon and choose the desired report format (Excel will be used in this example)                Open and save the report