Getting Started Resource Center

Preliminary Review Items
  1. Hardware and Software Requirements
  2. Frequently Asked Questions (FAQ)
  3. Feature Definitions
  4. Data Entry and Navigation Tips
  5. Data Entry - Negative Amount

Implementation Plan - Phase 1A - Required - Contact Management and Awarded Project Financial Setup

The objective of this initial step is too start the process of setting up one awarded project so accounting and project management staff understand the workflow process.

Tasks:  View Detailed Instructions

  1. Print Business Process Diagram
  2. Complete Getting Started Wizard (6 Steps) on Home View
  3. Add Customer and Vendors in Contact Management Module
  4. Review, Add, Edit Default Lead and Project Classifications
  5. Create Awarded Project and Tag Firms for Project Directory
  6. Setup Job Cost Codes, Client/Prime Contract, and Budgets in Contract Admin Module
  7. Issue POs and/or Subcontracts for a few Vendors
  8. Create Client/Prime Contract Invoice
  9. Review Standard Job Cost Dashboards in Project Analytics

Recommended Staff:

  • Accounting Admin
  • Project Manager

Implementation Plan - Phase 1B - Optional - Accounting and CoreconLink Setup

In order for project transactions to export smoothly from Corecon, some basic items need to be established in the accounting system prior to using the CoreconLink utility.

Tasks:

  1. Accounting System Item Setup
  2. Install CoreconLink
  3. Establish CoreconLink Connection to Accounting System
  4. Import Active Vendors and Employees
  5. Setup Sync Preferences
  6. Run Sync Wizard

Recommended Staff:

  • Accounting Admin

CoreconLink Resource Centers:


CoreconLink Training Videos:


Implementation Plan - Phase 1C - Optional - Employee Setup and Labor Timecards

This phase is only required if labor timecards will be tracked for employees.

Tasks:  View Detailed Instructions

  1. Review Employee and Labor Timecard Related Settings
  2. Add/Edit Employees in HR Module
  3. Setup Employee Payroll Rates
  4. Enter or Import Labor Timecards
  5. Approve Labor Timecards

Recommended Staff:

  • Accounting Admin
  • Project Manager


Phase 2A and 2B can be implemented in tandem.


Implementation Plan - Phase 2A - Optional - Popular Field Functions

This phase is geared for project managers and superintendents out in the field that need to document field activities and correspond with external team members such as subcontractors.

Tasks:  View Detailed Instructions

  • Correspondence
    • Journals (aka Basic Project Emails)
    • Request For Informaiton (RFI)
    • Submittals
  • Documentation
    • Daily Logs
    • Progress Photos
  • Quality Control
    • Journals (aka Basic Project Emails)
    • Request For Informaiton (RFI)
    • Submittals
  • Labor Timecards

Recommended Staff:

  • Project Manager
  • Superintendent
  • Laborers

Implementation Plan - Phase 2B - Optional - Lead Tracking, Estimating and RFP Packages

This phase is geared for estimating staff and will walk through the process of documenting job opportunities, distributing plans to vendors, preparing estimates and bid packages.

Tasks:  View Detailed Instructions

  1. Print Business Process Diagrams for Leads
  2. Review, Add, Edit Default Lead and Project Classifications
  3. Review, Add, Edit Default Lead Stages
  4. Create Job Opportunity Using Add Lead Wizard
  5. Use Invitation To Bid (ITB) to Announce Job Opportunities to Vendors and Distribute Drawings and Specifications
  6. Develop Estimating Cost Database: Labor, Equipment, Materials, Sub Services
  7. Prepare Estimates and RFP Packages
  8. Convert Lead to Project
  9. Run Contract Admin Setup Wizard Using Corecon Estimate Option

Recommended Staff:

  • Estimator

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