The project changes phase.
The record doesn't start over.
Set up the team, create the project and carry its records from pursuit through handover. Each phase adds context rather than a separate project history.
- 01
Set up your organization
Establish your firm workspace and standards. Organization membership and project access govern which records people can see.
- 02
Create the project
Add the client, project details, team and applicable phases. Existing work can start in its current phase; phases may overlap.
- 03
Invite the right people
Assign roles and project participation. Collaborators work within their authorized responsibilities, not every private firm record.
- 04
Bring documents into context
Organize drawings and specifications, keep versions and reviews together, and connect comments to tasks.
- 05
Carry the record forward
Keep coordination, tender information, RFIs, submittals, changes and closeout requirements with the same project.
- 06
Review and export
Use firm and project views to follow the work. Authorized users can export available records and documents as a readable archive.
- Proposal
- Design
- Bids & Tenders
- Construction
- Closeout
See Project Arc
with your team in mind.
See what Project Arc could look like for your firm.
