Platform modules that an Owner/Client will have access to your project when invited to collaborate. The workspace for this is Owner
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Module | Subscription - Basic | Subscription - Enterprise | Function Notes |
New Project | Yes | Yes | - |
Portfolios | No | Yes | REP will need to share |
Tasks | Yes | Yes | Shared in real-time |
List & Templates | No | Yes | - |
Document Storage | 3 GB | 5 TB | - |
Project Navigation
Module | Subscription - Basic | Subscription - Enterprise | Function Notes |
Project Dashboard | Yes | Yes | Independent to Workspace |
Project Settings | Yes | Yes | Independent to Workspace |
Project Directory | Yes | Yes | Shared in real-time |
Bid Packages | Yes | Yes | Independent to Workspace. Export to Client |
Project Contracts | Yes | Yes | Shared in real-time, if Contract Holder is the Owner |
Project Budget | No | Yes | REP budget will need to be shared. View Only |
Change Orders | Yes | Yes | Shared in Real-time, if Contract Holder is the Owner |
Cash Flow | No | Yes | REP cash flow will need to be shared. View Only |
Direct Costs | No | Yes | Independent to Workspace |
Invoice & Pay Applications | Yes | Yes | Shared in real-time, if Contract Holder is the Owner |
Tasks | Yes | Yes | Shared in real-time |
Schedule | Yes | Yes | Independent to Workspace. Export to Client |
Meeting Minutes | Yes | Yes | Shared in real-time, the member needs to be added to the meeting |
Meetings | Yes | Yes | Shared in real-time, the member needs to be added to the meeting |
Approvals | Yes | Yes | Shared in real-time, if Contract Holder is the Owner |
Project Journal | No | Yes | Independent to Workspace. REP project journal not sharable |
Project Summary | Yes | Yes | Independent to Workspace |
Documents | Yes | Yes | Files will need to be shared |
RFIs | Yes | Yes | Shared in real-time |
Submittals | Yes | Yes | Shared in real-time |
Daily Reports | Yes | Yes | Shared in real-time |
Punch List | Yes | Yes | Shared in real-time |
Inspections | No | Yes | Shared in real-time |
Project Photos | Yes | Yes | Photos will need to be shared |
Drawings | Yes | Yes | Drawings need to be shared |
Specifications | Yes | Yes | Independent to Workspace. REP specifications not sharable |