A PunchList document is a type of “to-do” or checklist document.
Once you have a project, you can create a PunchList manually or through automatic workflow. In addition, you can create as many PunchList documents per project as needed.
A blank Initial Budget document is created automatically when you first save a Project Setup document. There are two ways to open the Initial Budget document to access the BFA
Period Distribution documents contain the Period Distribution workbook, which draws information from your current budget so you can spread project budget costs over financial periods representing the life of the
The Compliance Log lists all compliances being tracked in your projects. You can filter the report. To open the Compliance Log: Click Site Menu | Report Browser. From the Report