INGENIOUS.BUILD

Erica Gasbarro

Crisnna Rutstein

JD Williams

Project Financials

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

Master Project Budget/ACR

Budget and Cost Code Definitions

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

Creating the Master Project Budget

Save snapshots of your budget as it iterates and evolves over time!

Budget Approval Phases

Building the Master Project Budget

Master Project Budget Overview

Budget FAQs

Understand the difference between Owner Budget and Your Budget

Owner Budget vs. Your Budget

Master Project Budget Set-up

Approve your budget and record client approval

Approving the Budget

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

Budget changes allow you to re-allocate dollars after your budget has been approved.

Managing changes to the budget

Understanding Manual Unallocated Funds

Learn how to edit locked features in your budget and if unapproving the budget makes sense for your project needs.

How to Edit Your Approved Master Budget

Cara Alva

Managing your Project Budget

Create and Navigating Portfolios

Portfolios

Use funding sources to budget anticipated cost and provide funding to project invoices

What are Funding Sources?

Creating a New Fund Provider

Creating Program Funds

Adding Funds to a Project

Creating a Project-Specific Fund

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

Send Requests for Proposals (RFPs) to vendors to respond to on-system

Sending RFPs to Bidders

Send bid clarifications, request revisions, and more

Managing your Bid Packages

Helpful when conducting competitive or public bids with compliance requirements.

Sealed Bidding

Add manual bids for proposals received outside of INGENIOUS.

Adding Manual Bids

Post a bid to the ACR to see how it compares to your budget.

Selecting a Bid to post to the Budget/ACR

Bid Packages

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

How to Revert or Delete a Contract (Standard Agreement)

Project Contracts

Add a contract with a vendor for their services on your project, or add your contract with your client

Adding a Contract

Execute the contract your company has with your client or your vendor

Executing a Project Contract

Enter the Work Breakdown Structure on a contract and tie it to your cost codes

Configuring the SoV/WBS on a Contract

Procurement: Contracts

Understanding GMP Contracts and Amendments - Overview

Create a GMP Contract

How to create a GMP Contract Amendment - Intermediate Type

Create a GMP Amendment - Intermediate Type

Create a GMP Final Amendment

Execute Original GMP Contract

How to View GMP Amendment Changes in Your Project Budget

GMP - Navigating Project Budget

Frequent Ask Questions about GMP contract types - Amendments new features

GMP Contracts and Amendment- FAQs

GMP Contracts and Amendments

How to record a change order against a vendor contract or your contract

Creating a Contract Change

Manage vendor change orders sent to you on INGENIOUS

Receiving On-System Change Orders

Request pricing for changes to your vendor's contract

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 Invoice back to draft.

How to Revert or Delete a Contract Change

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

Cash Flow

Overview of the invoicing & pay application home page

Invoicing & Pay Applications 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

Enter invoices on behalf of your company's work, or on behalf of an off-system vendor

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

Invoices

Compile and submit invoices to your client or funding source by creating a Pay Application package for a designated billing period

Creating a Pay Application Package

Submit your project's invoices  for funding using a pay application package

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.