INGENIOUS.BUILD

Budget Layout Views in INGENIOUS.BUILD let users customize project budgets, highlighting key metrics like costs and changes for faster decision-making.

Budget Layout Views

This article explains how Project Cost Codes help allocate costs and create templates for efficient project budgeting. Admin users can manage these codes or import them via Excel for streamlined…

Project Cost Codes

Create and manage lists of Budget Line Items that can be used across Project Budgets within your Workspace.

Creating a Budget Line Items Template

This article explains how to create and manage Bid Forms and Schedule of Values (SoVs) by building lists, adding categories and items, and turning them into reusable templates for use…

Bid Forms

This article explains how to create and manage Bid Q&A lists and templates in INGENIOUS.BUILD, including adding categories, questions, and exporting lists. It guides users in structuring bid packages efficiently…

Managing Bid Q&A

Create and manage lists of currency conversions that can be applied to Project Budgets across your workspace.

Currency Conversions

This guide explains how to create Financial Approval Workflow Templates, streamlining approvals for budgets and other financial modules.

Financial Approval Workflow Templates

How to create and use reusable Task Sets and task templates in Lists & Templates.

Task List and Templates

This article explains how to define and connect Analytic Cost Codes (ACCs) to streamline cost tracking across projects, with step-by-step instructions for setting up ACCs and linking them to project…

What are Analytic Cost Codes?

Create Q&A's, Project Scopes, Service Assumptions and Terms & Conditions templates that can be used within Proposals.

How to Create Templates for Bid Packages

Learn how to create and apply a contract document templates.

How to Create and Apply a Contract Document Template

Learn how to create and apply Project Drive Structure Templates to standardize project drives and folder structures, including setting permissions and organizing content efficiently.

Create and Apply Project Document Structure Templates

JD Williams

Mariah Eve Taborada

Jackie Weinstein

A comprehensive guide on how to create custom financial approval workflows for project budgets, organize tasks with templates, and use analytic cost codes for detailed cost analysis.

Lists & Templates

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