WorkMax Data Overview WHAT This guide will provide an overview of how data moves between WorkMax, CMiC, and Workday. WHY Comprehension of how these applications work together to yield results and productivity. HOW See below for an integrations map and details on the information that transfers between systems. Integrations generally push every 30 minutes. CMiC Jobs integrate from Unanet to CMiC CMiC to WorkMax: Projects, Departments, Project Chart of Accounts (COA) and Project Budget CMiC to Workday: Projects, Phases (COA, cost codes) Once a budget is uploaded in CMiC, cost codes with a 71111 Category integrate into WorkMax. Project data including their job number, address and region code integrate into WorkMax when they are setup in CMiC. Cost codes designated for craft use MUST have a 71111 Category. Craft cost code descriptions should be simple and relative to the task. Workday Workday to WorkMax: Employees and Contingent Workers. Workday to CMiC: Job Cost. Craft employees are integrated automatically from Workday to WorkMax. Admin employees must request access. Employees are associated with the proper overtime policy based on their union membership or the state in which they work determined by their Business Address in Workday. Employees are assigned the proper Security Roles in the WorkMax system based on their job profile in Workday. If an employee's job profile changes, their Security Roles will not update in WorkMax until the job profile change has reached its' effective date Workday. WorkMax WorkMax to Workday: Timesheets integrate from WorkMax to Workday Monday afternoon upon being Batched, Processed, and Closed by Craft Services. (subject to change due to holiday schedules) WorkMax to CMiC: Completed quantities integrate from WorkMax to CMiC upon Job Cost upload to CMiC usually Thursday. (subject to change due to holiday schedules) Employees are assigned the proper Security Role in the WorkMax system based on their job profile in Workday.

WorkMax Insights Overview  Productivity in Real-Time Track true project productivity and actual progress as it happens. With WorkMax productivity you will know exactly where your project stands, how it is trending and most of all you will know what you need to accomplish in order to stay on target and on budget.

WorkMax Craft Labor Transfer Requests Description: Completing craft labor transfers, it allows us to move the costs from one job to the another in case the employee charged to the wrong job. Exceptions: Terminated employees, costs prior to 2019 and costs that happened after union raise. When either of these are involved, you must notify the accountant to move the costs. If Any certified payroll jobs are involved please notify Craft Services, we will need to edit the LCP tracker reports. Schedule: Requests submitted Monday – Thursday will be processed the following week with regular payroll and posted Wednesday of that week. Requests submitted Friday’s will be posted no later than the following Wednesday. See calendar below for example. *Note: If time permits, Friday requests may post during the upcoming payroll schedule.

__________ Introduction This will walk you through the steps to change the Forecast Method on Phase/Category code combinations for your job in CMiC. Note: Project Engineers, Project Managers, and up can modify certain Phase/Category code fields in this program. This will eliminate the need for Service Desk tickets to update any of the following: Phase Code descriptions, Phase Types, Budget (Forecast) Methods, Weight Measurement. __________ Steps At this beginning of a project, during the budget upload process, the project team can select Forecast Methods for each Phase/Category code combination. During this time one of the following Forecast Methods would be selected for each Phase/Category code combination: A = Amounts P = Productivity Step 9 under the Budget Import Spreadsheet article explains the difference between the two: Our WorkMax integration is designed to support this approach by only integrating the completed quantities for "P" Forecast Method types. If you inadvertently use an "A" Forecast Method type on a Phase/Category code for a production task on your project, the steps below can be used to change it back to "P" type. 1. From the tree view, go to Budget & Cost Management and click Assign Phase Codes 2. A new browser tab will open up. Under Project Number enter your job number and press Tab on your keyboard (or click the magnifying glass to search for the relevant job number). 3. Most of the options in the Cost Code Detail frame are locked down, limiting what can be updated. Outlined below are the items you'll have the access to change. Item "C" is where you will be able to change the needed Forecast Method from "A" to "P". 4. Once you have made all needed modifications, click Save then Exit in the upper, right-hand corner.  5. To confirm your changes, you can check the Quantity and hours tracking log. Note: After the changes are made in CMiC, the new Forecast Method settings will need to migrate into WorkMax before you can enter Units Complete. This can take up to 2 hours. Note: If you had Units of Production entered for these Phase Codes prior to the WorkMax cutover on February 26th, you'll need to open a ticket with BTech to get the existing units entered into the new system. This is a critical step, as any total numbers added into WorkMax will then appear doubled in CMiC. When entering a ticket, please provide the following... a. Spreadsheet with all impacted Phase Codes and currently quantities showing in CMiC b. A note to "Please ask WorkMax to upload these quantities into the project for Production tracking." Once you notice the Phase Codes showing the correct quantities in WorkMax (this may take up to 2-3 days), you'll be able to make any further quantity updates in WorkMax for the remainder of the project. Note: If Quantities entered into WorkMax are designed to integrate into CMiC each Thursday with payroll. This keeps forecasting in CMiC accurate as the Cost and Quantities update at the same time.

BTech BTech Alerts & Notifications - Check this page for the latest information on emergencies and system outages. All times are Pacific. WorkMax Integration Information, 1000059820. WorkMax WorkMax WorkMax Insights WorkMax Mobile App WorkMax Time Editor Support Information Introduction WorkMax is a comprehensive cloud-based solution designed to streamline workforce management processes for construction, field service, and other mobile workforce-intensive industries. By providing tools for time tracking, resource scheduling, field data collection, and job costing WorkMax enables organizations to improve operational efficiency, productivity, and project profitability. Key offerings Time Tracking: WorkMax offers robust time tracking capabilities that allow employees to clock in and out, track hours worked, and record time against specific projects and tasks. The platform supports various time entry methods, including mobile apps, web-based interfaces, and biometric time clocks, ensuring accurate and real-time timekeeping. Resource Scheduling: WorkMax enables organizations to schedule and allocate resources, such as employees, equipment, and materials, to projects and jobs. Users can view resource availability, assign tasks to field workers, and adjust schedules dynamically to optimize workforce utilization and project timelines. Field Data Collection: Facilitates field data collection by allowing employees to capture important job-related information, such as work progress, materials used, equipment usage, and job site conditions. Users can submit digital forms, photos, and notes from mobile devices, ensuring timely and accurate data collection. Job Costing: WorkMax provides job costing tools to track and analyze project costs, labor expenses, and resource utilization in real-time. Organizations can monitor project budgets, compare actual costs against estimates, and identify areas for cost savings and efficiency improvements. Integration and Reporting: WorkMax integrates with other business systems, such as accounting, payroll, and project management software, to streamline data exchange and ensure data consistency across the organization. The platform also offers reporting and analytics tools to generate insights into workforce performance, project profitability, and operational efficiency. Key Benefits Improved Productivity: WorkMax streamlines workforce management processes, reduces manual paperwork, and eliminates administrative bottlenecks, allowing organizations to focus on core business activities and increase productivity. Enhanced Visibility: With real-time tracking and reporting capabilities, WorkMax provides organizations with visibility into their workforce, projects, and operations, enabling better decision-making and resource allocation. Accurate Job Costing: WorkMax helps organizations accurately track project costs, labor expenses, and resource usage, enabling them to monitor project profitability, identify cost overruns, and optimize project budgets. Compliance and Accountability: WorkMax ensures compliance with labor regulations, union rules, and project requirements by providing accurate time tracking, audit trails, and documentation of work activities. WorkMax Support WorkMax SharePoint WorkMax Support Articles (by Category): WorkMax WorkMax Insights WorkMax Mobile App WorkMax Time Editor WorkMax Support Articles: 1000056741 - WorkMax How To Clock IN 1000056742 - WorkMax How To Sync 1000056743 - WorkMax How To Clock OUT 1000056773 - WorkMax Data Overview 1000056796 - WorkMax Install and Setup Mobile 1000056841 - WorkMax Default Location 1000056842 - WorkMax Finding Support 1000056847 - WorkMax Adding Contingent Workers to Workday/WorkMax 1000056850 - WorkMax Project Team Approval Policy 1000056851 - WorkMax Auditing Time Records 1000056854 - WorkMax Navigating Time Editor 1000056855 - WorkMax Edit Time Records 1000056856 - WorkMax Allocation of Time Records 1000056857 - WorkMax Approving Time Records 1000056885 - WorkMax Craft Labor Transfer Requests 1000056886 - WorkMax Craft Missed Time 1000056903 - WorkMax Mobile Device Menu 1000056947 - WorkMax Tips for Troubleshooting Misc Issues 1000056963 - WorkMax Insights Overview 1000056968 - WorkMax Un-coded Time – Why it happens and how to fix it 1000056973 - WorkMax Mobile Device Setup (for non-MDM users) 1000056974 - WorkMax Install App on MDM Device 1000056981 - WorkMax Admin Access 1000057059 - WorkMax Editing Time - Mobile App 1000057060 - WorkMax Editing Time Records in Time Editor 1000057388 - WorkMax Change to Access Requests 1000057399 - Uncoded Time in WorkMax 1000059437 - Mapping Workmax Department Names to accurate Permission Profiles - A Guide 1000059761 - Integrations Mapping: Boomi to WorkMax 1000059820 - WorkMax Integration Information 1000059825 - WorkMax Overview 1000060002 - Integration Mapping: CMiC & WorkMax 1000060068 - WorkMax Reporting 1000060266 - WorkMax Integration Error Handling 1000060263 - WorkMax Connection Information 1000058419 - Labor Productivity Dashboards – Integration Timing and Details 1000056874 - Entering Quantities via the Productivity Editor 1000059451 - APPS SERVICE DESK - NEW EMPLOYEE ACCESS 1000056989 - How To Track Production For Contingent Workers 1000060238 - Integration Interface Mapping: Timecard 1000060213 - Integration Interface Mapping: Employee 1000060212 - Integration Interface Mapping: COA 1000060230 - Integrations Overview 1000057530 - Adding Contingent Workers via Workday 1000059749 - Employee Integration Jobs 1000060223 - Integration Interface Mapping: Job 1000056980 - Enter Qty with Time 1000060211 - Integration Interface Mapping: Budget 1000054857 - MDM: Adding New Apps (ABM) 1000036609 - Clone Checklist - Who does what for a CMiC clone 1000057302 - Creating/Linking Project to Job that was Manually Created 1000059439 - User Principal Name (UPN) must match with User Logon Email 1000056874 - Entering Quantities via the Productivity Editor 1000060237 - Integration Interface Mapping: Quantities 1000039442 - CMiC Surface Testing Checklist - For Weekend Maintenance or big hotfixes WorkMax Integration Information WorkMax Integration Information, 1000059820.Click to Show/Hide the WorkMax Integration Information Conclusion WorkMax is a powerful workforce management solution that empowers organizations in construction, field service, and mobile workforce-intensive industries to streamline operations, improve productivity, and maximize project profitability. With its comprehensive features, real-time tracking, and integration capabilities, WorkMax enables organizations to optimize workforce utilization, enhance visibility, and achieve operational excellence in todays competitive market.