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Invite an Owner as Collaborator

Invite an Owner, Invite a Client

JD Williams avatar
Written by JD Williams
Updated over a year ago

Platform modules that an Owner/Client will have access to your project when invited to collaborate. The workspace for this is Owner

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Module

Subscription - Basic

Subscription - Enterprise

Function Notes

New Project

Yes

Yes

-

Portfolios

No

Yes

REP will need to share

Tasks

Yes

Yes

Shared in real-time

List & Templates

No

Yes

-

Document Storage

3 GB

5 TB

-

Project Navigation

Module

Subscription - Basic

Subscription - Enterprise

Function Notes

Project Dashboard

Yes

Yes

Independent to Workspace

Project Settings

Yes

Yes

Independent to Workspace

Project Directory

Yes

Yes

Shared in real-time

Bid Packages

Yes

Yes

Independent to Workspace. Export to Client

Project Contracts

Yes

Yes

Shared in real-time, if Contract Holder is the Owner

Project Budget

No

Yes

REP budget will need to be shared. View Only

Change Orders

Yes

Yes

Shared in Real-time, if Contract Holder is the Owner

Cash Flow

No

Yes

REP cash flow will need to be shared. View Only

Direct Costs

No

Yes

Independent to Workspace

Invoice & Pay Applications

Yes

Yes

Shared in real-time, if Contract Holder is the Owner

Tasks

Yes

Yes

Shared in real-time

Schedule

Yes

Yes

Independent to Workspace. Export to Client

Meeting Minutes

Yes

Yes

Shared in real-time, the member needs to be added to the meeting

Meetings

Yes

Yes

Shared in real-time, the member needs to be added to the meeting

Approvals

Yes

Yes

Shared in real-time, if Contract Holder is the Owner

Project Journal

No

Yes

Independent to Workspace. REP project journal not sharable

Project Summary

Yes

Yes

Independent to Workspace

Documents

Yes

Yes

Files will need to be shared

RFIs

Yes

Yes

Shared in real-time

Submittals

Yes

Yes

Shared in real-time

Daily Reports

Yes

Yes

Shared in real-time

Punch List

Yes

Yes

Shared in real-time

Inspections

No

Yes

Shared in real-time

Project Photos

Yes

Yes

Photos will need to be shared

Drawings

Yes

Yes

Drawings need to be shared

Specifications

Yes

Yes

Independent to Workspace. REP specifications not sharable

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