INGENIOUS.BUILD

Crisnna Rutstein

Cara Alva

Mariah Eve Taborada

Explore features for tracking financial progress, ensuring accurate and transparent financial management throughout the project lifecycle.

Project Financials

How to set up your Project Budget to begin Contract procurement through RFPs, Bid Packages, and Contracting 

Master Project Budget/ACR

This article explains how to set up and track project budgets using the enhanced Master Project Budget feature on INGENIOUS.BUILD, including multi-phase support and up to four levels of cost…

Budget and Cost Code Definitions on INGENIOUS.BUILD

This article gives you step-by-step guidance on how to upload your Budget Cost Codes into your project.

Creating the Master Project Budget

Learn how to approve your budget in phases and save snapshots of your budget as it iterates and evolves over time!

Budget Approval Phases

This article explains how to build an Original Budget for your project using Flat Values or Budget Line Items, including tips for templates and saving snapshots.

Entering Budget Values in the Master Project Budget/ACR

Master Project Budget Overview

This article covers common budget questions in INGENIOUS, including cost codes, Owner Budget vs. Your Budget, category limitations, and upcoming features like column customization.

Budget Setup and Management: Key FAQs

Understanding the distinction between the Owner Budget and Your Budget

Owner Budget vs. Your Budget

This collection provides a detailed guide to setting up your Master Project Budget on INGENIOUS.BUILD, ensuring that it is well organized, transparent, and aligned with project goals.

Master Project Budget Set-up

Learn how to approve your project budget in INGENIOUS.BUILD, using either a simple or multi-step approval process, while locking the initial budget for consistency and enabling future changes.

Approving the Budget

Learn how to explore multiple budget scenarios using Feasibility Studies in INGENIOUS.BUILD.

Creating Budget Option Feasibility Studies

Change or add to the cost code structure for a project's master budget / ACR.

Updating Cost Codes in the Project Budget

In this article we will walk through creating and approving budget changes. You can facilitate approved adjustments and fund reallocations, providing options to save, approve, or revise changes to maintain…

Managing Changes to an Approved Budget

This article details how INGENIOUS.BUILD calculates Unallocated Funds in the Budget/ACR and explains how Manual Unallocated Funds provide flexibility for cost forecasting and variance management.

Understanding Manual Unallocated Funds

This guide will empower you to make critical edits to your approved budget, ensuring it aligns with your evolving project needs.

How to Edit Your Approved Master Budget

JD Williams

A thorough guide to effectively managing your project budget on INGENIOUS.BUILD helps you control your budget and ensures accurate financial management throughout the project lifecycle.

Managing your Project Budget

Portfolios empower teams to organize, track, and report on multiple projects in a streamlined and intuitive way.

Creating and Navigating Portfolios

A comprehensive guide to creating and navigating portfolios on INGENIOUS.BUILD.

Portfolios

Funding sources are financial resources like banks, owner equity, or government entities that align project costs with available funds, ensuring effective budget management.

What are Funding Sources?

Creating a New Fund Provider

Creating Program Funds simplifies the allocation and management of financial resources across various projects within your workspace.

Creating Program Funds

Efficiently manage your project’s financial resources with the ability to add both Program Funds and Project-Specific Funds.

Adding Funds to a Project

A Project-Specific Fund ensures that resources are allocated exclusively to a project, providing financial clarity and control.

Creating a Project-Specific Fund

This article defines a Fund Provider as an entity supplying financial resources for projects and provides step-by-step guidance to create and manage Fund Providers in INGENIOUS.BUILD, streamlining budgeting and financial…

How to Create a New Fund Provider

Carmela Flores

How to create funding sources and allocate resources to your projects.

Funding Sources

Create a bid package to facilitate the bidding process for a scope of work.

Creating a Bid Package

Easily invite bidders, track their statuses, and manage manual bids with INGENIOUS.BUILD’s streamlined interface, ensuring a flexible and efficient RFP process.

Sending RFPs to Bidders

Streamline your RFP process by sending bid clarifications, requesting revisions, and managing bidder interactions with ease in INGENIOUS.BUILD.

Managing your Bid Packages

Helpful when conducting competitive or public bids with compliance requirements.

Sealed Bidding

This article explains how to add manual bids for proposals received outside of INGENIOUS, enabling you to include off-system bids in bid leveling alongside system-generated proposals.

Adding Manual Bids

Simplify your bidding and contracting process with INGENIOUS.BUILD’s ability to post winning proposals directly to your Budget/ACR.

Selecting a Bid to Post to the Budget/ACR

This collection covers everything you need to know about creating and managing bid packages on INGENIOUS.BUILD.

Bid Packages

You can edit or delete a Contract that is no longer in draft status by following the steps below to revert the Contract back to draft.

How to Revert or Delete a Contract (Standard Agreement)

Learn how to effectively handle contracts, track milestones, and ensure all parties are aligned, making the contract management process streamlined, transparent, and compliant.

Project Contracts

Efficiently manage your company’s primary agreement with clients by entering contract details, quoted items, reimbursable, and Schedule of Values (SoVs) for the main project contract.

Creating the Main Project Contract

This article explains how to add and manage vendor or client contracts within INGENIOUS.BUILD, covering details like scope of work, insurance requirements, and retention rules. It includes step-by-step guidance for…

Creating a Contract

This article explains how to execute a project contract in INGENIOUS.BUILD and update its status in the Budget/ACR, highlighting editable and non-editable fields post-execution.

Executing a Project Contract

Define the Work Breakdown Structure (WBS) for a contract and link it to your project budget's cost codes using INGENIOUS.BUILD.

Configuring the SoV/WBS on a Contract

Julia Peters

Learn how to track contract performance, handle negotiations, and maintain clear documentation, ensuring that all procurement activities are streamlined, efficient, and aligned with project goals.

Procurement: Contracts

This article will guide you through the key steps in managing GMP contracts.

Understanding GMP Contracts and Amendments - Overview

This guide outlines how to create and manage GMP vendor contracts in INGENIOUS.BUILD, covering key tasks like uploading documents, setting retention rules, and establishing a Schedule of Values for streamlined…

Create a GMP Contract

How to create a GMP Contract Amendment - Intermediate Type.

Create a GMP Amendment - Intermediate Type

Create a GMP Final Amendment

Executing a GMP (Guaranteed Maximum Price) contract.

Execute Original GMP Contract

How to View GMP Amendment Changes in Your Project Budget.

GMP - Navigating Project Budget

Frequently Asked Questions about GMP contracts and their amendment features in INGENIOUS.BUILD.

GMP Contracts and Amendment- FAQs

This collection provides a comprehensive guide to managing Guaranteed Maximum Price (GMP) contracts and amendments on INGENIOUS.BUILD.

GMP Contracts and Amendments

This article explains how to create, document, approve, and execute contract change orders to adjust a contract's scope or amount for clients or vendors.

Creating and Executing a Contract Change

How to create and execute change orders for your company's contracts with vendors or your client.

Creating a 'Your Contract Change'

Manage vendor change orders sent to you on INGENIOUS

Receiving On-System Change Orders

This article explains how to create a Contract Change Request Package to request pricing for project scope changes and process costs as Change Orders, providing step-by-step guidance for setup, vendor…

Creating a Contract Change Request Package

You can edit or delete a Contract Change that is no longer in draft by following the steps below to revert the Contract back to draft.

How to Revert or Delete a Contract Change

This collection explores the process of managing contract changes on INGENIOUS.BUILD.

Contract Changes

This article covers the creation of a Project's cash flow as well as how it intercats with other modules.

Creating a Project's Forecasted Cash Flow

This collection provides a comprehensive guide to managing cash flow on INGENIOUS.BUILD. 

Cash Flow

Overview of the Invoicing & Application Package list page.

Invoicing and Application Package Overview

You can edit an Invoice that is no longer in draft status by following the steps below to revert the Invoice back to draft.

How to Revert Invoices to Draft

Send and receive payment applications and invoices for your project.

Invoicing and Application Packages

This guide covers creating and approving invoices in INGENIOUS, including entering details, managing line items, uploading documents, applying funding, and marking invoices as paid, along with prerequisites and tracking timelines.

Creating and Approving an Invoice

Modify or release retention within the SoV/WBS on an invoice.

Modifying or Releasing Retention

Review and invoice submitted by an on-system vendor, mark up the invoices and request revisions, or approve

Managing Received On-System Invoices

This article explains how to request invoice revisions from vendors, including steps for editing specific line items or overall details.

How to Request a Revision for an Invoice

Invoices

This article explains how to create a Pay Application package to compile and submit invoices for a specific billing period. This optional step allows invoices to be selected, assigned to…

Create a Pay Application Package

This article explains how to submit a pay application package for funding, track its status, record client approval, and mark invoices as paid.

Submitting your Application Package for Funding

You can edit or delete an Application Package that is no longer in draft by following the steps below to revert the Invoice back to draft.