Implementation Tips For Owner Rep's and Construction Management (CM) Firms

Business Scenario

• Building owner takes on risk of managing project and all contracts
• CM Firm acts as the 'eyes and ears' for the owner
• Each project team member (ie. architect, CM firm, subs etc.) will have a separate contract with the owner
• Owner has max budgets for each phase or scope of work

1) Implementation Plan - Contact Management

Make sure all firms involved on the project are added in the Contact Management module.

Example Firms:

• Building Owner (Client)
• Architect
• CM Firm
• Consultants
• General Contractor
• Suppliers
• Subcontractors

Related Help Topic and Training Videos:

• Resource Center - Contact Management
• Training Videos - Contact Management

2) Implementation Plan - Project

Create the Project.

Example Project:

• Project # HBTownCtr
• Project Title: Huntington Beach Town Center

Related Help Topics and Training Videos:

• Help Topic - Add Project Manually
• Resource Center - Projects
• Training Videos - Projects

3) Implementation Plan - Project Directory

The following companies should be added to the Project Directory.

• Building Owner (Client)
• Architect
• CM Firm
• Consultants
• General Contractor
• Suppliers
• Subcontractors

Related Help Topic and Training Videos:

• Help Topic - Project Directory
• Training Videos - Projects and Project Directory

4) Implementation Plan - Job Cost Code Structure, Contracts and Budgets

The spreadsheet listed below provides various ways to set up contracts and budgets from a CM perspective including pros/cons of each option.

• CMFrims_ProjectSetupOptions.xlsx

Related Help Topics and Training Videos:

• Help Topic - Contract Setup Wizard *
• Help Topic - Job Cost Codes Overview
• Help Topic - Prime Contract Overview
• Training Videos - Contract Administration