FTK Ops Manual (Dpt Based)
AP
Subcontract/PO Invoicing and Payment approval
Subtopic
Subcontractor/Vendor Verification
Subtopic
AR
AIA / Customer Contracting
Customer Change Orders
Customer Contract Closeout
Production
Project Kickoff / Setup
ProEst
Procore
Smartsheet Schedule
Vista
Subcontracting / Purchase Ordering
Gotchas, Amt based vs LS contracts
Change Orders (Revenue and Cost)
Change Events from the field all the way to the Customer
Different Change order structures
Markup Verification
General Production Tasks
Daily Logs
Accidents/incidents
Safety Inspections
Punch Lists
Inspection Templates
RFIs
Meetings
Timecards / Resource Management
Project Closeout
Finance
Revenue Recognition
Monthly Bank Reporting
Reconcilliation
GL
Concur
Amex
AP
AR
...
Sales
Opportunity Development
Proposal Generation
Change Order Requests
RFI's
Estimating
Takeoff
Site Walk
Estimate Creation / Completion
HR
Onboarding
Offboarding
PTO Requests
Expense reporting & Reimbursement
(Concur)
LIHTC
Pre-Contract
Client Scope
Internal Scope
Feasibility Evaluation
Cost Estimating
Contracting Process
Pre-Construction
Scope: People Involved and Roles
Material Acquisition
Subtopic