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How it works

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.

From setup to handover
  1. 01

    Set up your organization

    Establish your firm workspace and standards. Organization membership and project access govern which records people can see.

  2. 02

    Create the project

    Add the client, project details, team and applicable phases. Existing work can start in its current phase; phases may overlap.

  3. 03

    Invite the right people

    Assign roles and project participation. Collaborators work within their authorized responsibilities, not every private firm record.

  4. 04

    Bring documents into context

    Organize drawings and specifications, keep versions and reviews together, and connect comments to tasks.

  5. 05

    Carry the record forward

    Keep coordination, tender information, RFIs, submittals, changes and closeout requirements with the same project.

  6. 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.

From pursuit to handover
  1. Proposal
  2. Design
  3. Bids & Tenders
  4. Construction
  5. Closeout

See Project Arc
with your team in mind.

See what Project Arc could look like for your firm.