Is there a need to aggregate construction projects into a site?

​@toonsix hi! this sounds like a great idea.  many of my clients would love the ability to have “child projects” off a master one and be able to consolidate the reporting of it!  i am excited to see it in action!

good luck!

​@toonsix This is very common specially in multi-vertical projects to have a Master Project (Site as you mentioned) and then projects. I am not sure what you have in your mind but simply adding a screen to setup Sites and then select it as a field in the Project will not really be that beneficial. The Site will need to be carried to the Project Selectors (Platform-wide) and Reports/Inquiries to add real value.

Hi aaghei:

Thanks for your reply.

The scope of the application can be as follows:

• A site workplace menu where you can access the following:
  • Profiles
    • Sites
    • Facility management companies
  • Inquiries
    • ..
  • Printed forms
    • …
  • Reports

A general example is given in the attached file

• A list of sites with general information for each site. The general information should consist of;
  • Site ID
  • Date
  • Vendor
  • Site name
  • Site project Quantity
  • Site project total (of project quotes?)
  • Site project service quantity
  • Site service total (of service quotes?)
  • Currency
  • Site status
  • Facility management company
  • Unbilled Line total (for projects that are still in open status: customer invoices still to be sent??)
•  
• The new site screen should display all information that is relevant to a site such as:

•  

• • Location
    • Address and contact of the site
    • Description of the site eg. an Amazon warehouse
  • General information
  • Projects
  • Services
  • Invoices
  • Files    
    • Blueprints, CAD files, approvals,

• A general example of a site screen is given in the attached file

See the attached file to understand it

ToonSIx@intercs.com

Here is the attached file “Business Requirements” for the Funnel Cake application with construction sites.

Our use case for this is slightly different but most likely it is something we could utilize.  We have projects awarded to us by a GC and later have the contract split into two contracts.  One with the original GC and one for the Owner.  Typically, this is done for sale/use tax purposes.  For us, it would be better if we can see the combined result in a view instead of having to add the two projects together.

Good luck at the Hackathon

ron