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OwnerIO / RepIO Onboarding Overview
OwnerIO / RepIO Onboarding Overview

Guide for Owners and Owner Reps to self onboard to the INGENIOUS.BUILD platform

Jamaica Go avatar
Written by Jamaica Go
Updated over a week ago

It's great to have you here with us! Here is a collection of articles you might find useful as you look around our platform for the first time, and start setting up your workspace!

Note: Enterprise license type is required to access all the features listed below. Contact success@ingenious.build for more details.

1. Workspace and Company Settings Configuration

2. Create a Project in Feasibility Mode and Client Collaboration

3. Configure Project Settings

4. Funding Sources

5. My Project Contract

6. Set Up Project Team Directory

7. Meeting Minutes

8. Budget and Anticipated Cost Report (ACR)

9. Procurement, Bid/Tender

10. Contracts & Change Orders

11. Task and Risk Assignments

12. Documents & Photos

13. Project Schedule/Milestones

14. Pay Applications, Invoices and Monthly Billings

See Also

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