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Training Manual V8

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1. Basic Training Manual e PC Readiness e Downloading amp Uploading e Tasking e How To Guides e Training Workbook Logon www sheabuild com Complete Brava 5 1 Installation Guide PC READINESS STEP 1 iF Navigate to left of login area of the Shea Build homepage and click on the Brava Activex Download link below SheaBuild coms eee USERNAME SHEABUILD QUICK TOUR TECHNICAL SUPPORT PASSWORD MORE ABOUT EXPESITE IN I YOUR PC REQUIREMENTS Melet S BRAVA ACTIVEX DOWNLOAD Forgot your User ID or Password XUPLOAD ACTIVEX DOWNLOAD 2 Check the box below to always trust content from Informative Graphics You will not be prompted for updates in the future Click YES Zi expeSITE com Install Brava Microsoft Internet Explorer Seg Fie Fd Aet avorite ni Helr d expesite Brave uA Euh x Do you want to instal and run http dev expesite com IGC BravaClient cab signed on 12 8 2004 12 43PM and distributed by Informative Graphics Corp Publisher authenticity verified by VeriSian Class 3 Code Signing 2001 Caution Informative Graphics Corp assets that this contert is safe You should only install view this content if you trust Informative Graphics Corp to make that assertion PC READINESS STEP 1 Continued da When the installation is complete you should see the following picture E Expesite Install Brava Microsoft Internet Expl
2. In addition make sure to type the site addresses and click ADD if there not already listed Pop up Blocker Settings x Exceptions Pop ups are currently blocked You can allow pop ups from specific Web sites by adding the site to the list below Address of Web site to allow ttp sheabuild com Add Allowed sites WWW expesite com Remove Remove All Notifications and Filter Level Play a sound when a pop up is blocked Show Information Bar when a pop up is blocked Filter Level Medium Block most automatic pop ups Pop up Blocker FAQ You may have other tool bars on your Window s Explorer so make sure they are also configured to allow pop ups ZA Shea Properties Microsoft Internet Explorer File Edit View Favorites Tools Help Q see amp ix a A yo Search S Z Favorites g B e w gt bag rel Address a https www sheabuild com login 55 securelogin asp Google Gi vlco o Br vy Bookmarke amp Y 2 Link AutoFill e Send tc v Search CONFIGURING YOUR DIGITAL DASHBOARD amp SETTING YOUR PERSONAL PREFERENCES After you login to SheaBuild com for the first time we recommend that you configure your digital dashboard and set your personal preferences This will make SheaBuild work more effectively for you I I A Shea Properties Caring Since 1881 Microsoft Internet Explorer 1 Click on Configure eis aoi adi Qm OX BG sen pri 3
3. A 4 shortcut has been added to your Dashboard Building History Tasks Received RFP CD r Shea Test Site Project Level Building ReOpen amp Description Please review the linked and bid Status Completed Category OTHER Priority Normal Assigned By Suzan Prior Date Due 8 16 2007 Costs gite 00 Equipment 00 Building 00 Fees 00 Attachments There are no attachments for this section Document Links Existing documents within Expesite 1st floor lighting d at 446 Kb of gd Dia bile ine an 17k a Windows Internet Explorer A 4 shortcut has been added to your Dashboard
4. Due Subject d Tow From Preject Acton 5W2007 e i Fire System Engineering 1 Merina C Mms Qvfipess Center roiect Lewed Action SMMM Ep Anm Sysbom W Kurka CMe GCYFinoss Center Proiect Level Action TAMEN Gas Meer Applcaten D CMeveny C Mm amp Qviltness Center Protect Level heder SIROT Lond Ans Vest C Nima C Mms Semen Bench LIPS Proar Lees Action BAQDOOT Land Arc Vest C Mine C Meme Laguna Heights Property Level Action mn rxxk fpe Dai laco Birisi Birisi 1 Action B6 The Deaton Factor C Mima Mms Laguna Helahts Properte Level Action BAD Zpedislied Roofing Services nc C Hime Cin Creekzide Vilegge Apartments Property Level Aci Snow Sine Ma Mma Crepe Vile Apartmani Property Level Acin GAUOT Ald Systems ne C Nima C Mms rprkcside Vingi Aparimenis Property Level Acton SAF meet Coats C Hm C M Mere e e Viia Aperirenis Progerty Level Assigned Ta Projesi There ane fo Calend echoes bo ekipler open Wok Orders Change Orders Pay Reqs Tasks Ej Decumert Mere A Preferences Microsoft Internet Explorer Preferences Configure My Dashboard e Besides the system defaults we rec ommend that you M check View Each Document in a New Window E Every time I logon go to Digital Dashboard New Activity Send e mail to
5. Shea Test Site Project Level Team as MUZE aoe aioe WA 2 A search box will appear Type in the first name of the person you want to add as a Contact In this example typed in the name Gene and then clicked on Search Shea Test Site Project Level Project Team Search for Gene 4 amp Name Employer Business Role New Team Members Is your new Team Member already using the system Search for them above E Allow login to project ey qc 3 A list of people should appear If the person you want to add as a contact shows in the list all you would do is click on their name and it will move there name over in the New Team Members dialog box on the right From there you would click continue Note Please do not check the box Allow login to project Shea Test Site Project Level Project Team 5 Search for Gene Name Employer Business Role New Team Members Gene Spindler Natalie Bodenhamer CTG Energetics Inc Consultant Jeff Dunbar CTG Energetics Inc Consultant Natalia Komar CTG Energetics Inc Consultant Hossein Shahrokni CTG Energetics Inc Engineer Gene Spindler 4 amp Shea Properties Development VP Eugene Tang Fehr amp Peers Traffic Gene Wilson Slater Builders Project Manager Allow login to project Cant find person Add New Contact Construction Coordinator Regional Champion Training 4 5
6. Once in the appropriate project click on Milestones Click Enable Disable to bring up a complete list of Milestones to Choose from You can print this list by right clicking and selecting print would sit down with your Project Manager and choose the Milestones that he or she wants to track Once that has been decided you can go in and disable the Milestones that you don t want to track This is done by clicking on the Enable Disable button Shea Test Site Project Level Project Start New Project Project Home Unsubscribe Shea Test Site Project Level Milestones Milestone Construction Docs Start Construction Docs Budget Update Construction Docs Complete Geo Tech Rpt to City Grading Div Submittal Geo Tech Rpt to City Grading Div Approved Civil Boundry amp Topo Survey Submitted to Architect Rough Grading Construction Doc s Start Rough Grading Plan Permit Submittal Rough Grading Plan Re Submittal 1 Rough Grading Plan Re Submittal 2 Rough Grading Bid Docs Out Rough Grading Bid Docs Due Rough Grading Permit Received Rough Grading Construction Start Rough Grading Construction Complete Civil Grading Plan Submitted Civil Grading Plan Approved Haul Route Hearing Haul Route Approval Plan Check Submittal 1 Site Building Submittal Site Improvement Permit Submittal Site Improvement Permit Issued This is where you would uncheck the Milestones that you don t want
7. Open Approved Approved with Comments Not Approved C Response Provide a response so that all parties that are involved know why you are completing this task and then click Continue HOW TO ADD OR EDIT NOTIFICATION GROUPS ADDING A NOTIFICATION GROUP Documents Project Info Bref Project History Project Tasks Survey Milestones 1 Make sure you are in the appropriate level within SheaBuild Property Project Building Tenant and click on Team R Shea Test Site Project Level Team Show Unsubscribed Users Contacts F Show View Losers View Contacts View Entire Team ee Disabled Users ShenPropertie Mail Name Employer Business Role Phone 4 Y uri Jagrine Expesite Associate 514 324 5853 te Chris Kopena Expesite Associate 614 232 0130 2 Click on Add Edit Notification Groups Motification Groups VA o Add Notification Group Private Public of Users Mo Motificatian Groups found Therefore Security groups will be used Close 3 Click on Add Notification Group Add Mew Notification Group Name Test Group Public Private cs E 4 Type in the name of your Notification Group and click Save HOW TO ADD OR EDIT NOTIFICATION GROUPS ADDING A NOTIFICATION GROUP Notification Groups Add Notification Group Name Private Public of Users Test Group Private lt 5 Click on the of Users button For new groups that will be the O you see to the righ
8. Construction Coordinator Regional Champion Training Adding a Shortcut to Your DashBoard 1 You can easily add a shortcut to your Dashboard for different levels within SheaBuild and reports etc Whenever you see the Shortcut Icon a shortcut can be made to your Dashboard This icon looks like a small clock with a memo behind it Please see below While in reports you will see some thing a little different It will say Add to Dashboard Click on the Shortcut Icon or Add to Dashboard and you will receive a message that a Shortcut has been added 4 2 EE A a cto My Word My Reports Manage Search HELP Project Start New Project i Fo VE Documents Projectinfo Team Project History Project Tasks Survfadd a Shortcut to this Project Shea wered By XPesite Shea Test Site Project Level Windows Internet Explorer PrintView jm Notify Team 8 12 2008 55 projects Building Shea Properties LI Lock Headers and Project Names turn off movement j Site Storm Water Site Open Projects in new Window Improvement Pollution Building Pre Improvement Permits Prevention Permit Bid Docs Issue Bid Pre Bid GC Contract Construction Permits Fire Hydrant Project Name Property Submitted Plan Permit Submittal Complete Package Meeting Bids Due Award Meeting Issued Complete Windows Internet Explorer https www sheabuild com TaskID 515966 amp showproject Building Windows Inter
9. Na Ari loe Art dab Ci ee don eke 8 Decumertl Merasa A Configure Dashboard Microsoft Internet Explorer EYE a e We recommend changing Items to Dis play Per View to 20 Configure Dashboard e f you want some of the other options DRUSI per view 20 to show on your Dashboard go ahead Dashboard Views and M check them as well Critical Tasks v MH DE Click Save and Close OI My Projects By Region Personal Calendar Sites Projects In Progress Mew Sites Projects Sites For Approval Open Work Orders Change Orders Pay Reys Tasks Critical History Notes Red Lighted Sites Prajects Pipeline Thumbnail Executive Report Thumbnails Personal Tasks CONFIGURING YOUR DIGITAL DASHBOARD amp SETTING YOUR PERSONAL PREFERENCES To set your Personal Preferences click on Configure Dashboard and then click on Preferences Or click on prefs right above Configure Dashboard A Shea Properties Caring Since 1881 Microsoft Internet Explorer Pie Edt view fPavortes Toole Mal gt Ge OX A fi senin yore m J dre dE hergele chested G rdes aep Edo ws Google Gi w Good Bye TI Bodewkse E beer F chak 4 v Qs Sere b C Qr Ee UU 77 add a note My World My Reports Manage Soarch HELP Logout Wieloome Caren Aj afd inate Propects are vigere iT 2 Canen s Digital Dashboard Pnajincbs wii Activity il Critical Tasks Type
10. Name CIVIL APPROVED SHEET SUMMARY xlIs 02 a VOC 10 File Size 36K A 02 a 1 Authorizatio Keywords A 02 a 2 Bids 13 Notes z34 A 0 2 a 2 a Bid Cor A42 a3 Contract Ba Cof There are 0 markups on this document Civil Engineers 0 03 a Huitt Zollars 5 03 b Export Material A Architectsi0 Wa Altoon amp Porte Markups Posted Date Size 04 b Howard CDM 1 1 cWILAPPROVED INDEX SHEET Surveyor 0 me SUMMARY xls Archives Rosette Sunio 5 2 2008 36 Kb INTERNAL USERS GUIDE PRINTING PLANS FROM SHEABUILD TO THE OCE PLOTTER PRINTER 1 Click on the file to open it for printing HC The Main Project Laval Design Mg RivemarkPreiedd Sart Hew Project a T inim 7 Project Documents gt B 07 1 01 BLDG 1100 Danann d 4 B 07 1 01 BLDG 1100 amp Fark pz mhed Ey LAB lat Youn Kim BTe 2008 3 Youn Em ae 2008 Youn Kim 6 16 2008 Cann Hims B 156 2008 Caren Hims 6 16 2008 7 EB Li T r E J Pi Pan rs I a ki ilki ia 2 Once the files opens click the print icon and select print id Gi Ob ru s H amp e p 0050 01 General Notes pdf amp i m TITULI Eimer E m l emnt Aul ii iii E wm Nm gere i CEREREM _ e zu E R ME INTERNAL USERS GUIDE PRINTING PLANS FROM SHEABUILD TO THE OCE PLOTTER PRINTER 3 Click on Printer Setup and then the drop down list of prin
11. Start Unassigned 6 This is where you would fill in a revised or actual date To enter revised or actual date click on the calendar icon next to either the revised or actual date A calendar will appear and all you need to do is select a date Shea Test Site Project Level Milestones gt Update Dates Indicates Date is Required Auto Complete Dates Milestone Proposed Revised Actual Assignments Construction Docs Start 8 42008 LS E Construction Docs Budget Update zm ee TE Unassigned v a T lt E Construction Docs Complete zu Unassigned l Geo Tech Rot to Citv Gradina Div Submittal Tal Tal Unassianed v E J DE July 2008 p i 2 5 Perea ee ey 113 14 15 16 17 18 19 10 11 12 13 14 15 16 20 21 22 23 24 25 26 1I 18 19 20 21 22 23 27 28 29 30 31 24 25 26 27 28 29 30 31 When revising a date the system will prompt you to enter a reason for the change Be honest It will help evaluations at the end of the project Construction Coordinator Regional Champion Training Creating a Project Milestone Report within SheaBuild 1 To create a milestone report click on My Reports ic TT Add a note My Wo id My Desktop My Projects ity Rep n iy Reports Pipeline Hep epot Executive Reports pare Sene ELE Logout a Shea s expesite 2 Next you click on Create New Report BENNETT NEN My Desktop My Proj
12. USA Email chill expesite com Business 614 324 5556 NOM PE US Fax 614 917 1101 Pager Mobile 614 286 5190 gt 65 Optional Fields O Pd p 1 Department Address Address Address City State Province Select One Construction Coordinator Regional Champion Training Adding a New User to SheaBuild 6 Click Continue when you have the correct group of users in the New Team Area and are ready to move to the next step Shea Test Site Project Level Project Team Search for Name Employer Business Role New Team Members Lennard Smith No matches were found Add New User Allow login to project 7 If adding a New User you will be taken directly to the Add to More Project screen shown on the next page Only New Users will be sent usernames and passwords or be assigned security Along with the link you will send the User from SheaBuild com you will also want to send via a separate e mail the PC Readiness attachment and the User Manual Shea Test Site Project Level Project Team The following person has never logged in Their login information will be sent to My Inbox Name Employer Business Role Email Lennard Smith ABC Company Account Director lennard smith abc com Send their login information by email Include the following note with the email Here is your login link to SheaBuild com Make sure you complete your PC Readiness prior to
13. WA MIA 10 16 2006 HA N A WA 4 18 2007 Construction Coordinator Regional Champion Training Sc ees Managing RFls RFPs Approvals Action Items amp Submittals within SheaBuild 1 To manage RFls RFPs Approvals and Action Items and Submittals you would want to use the SheaBuild Report features to create a custom report for your specific project To begin click on My Reports located in the upper right hand side of your screen f OL Add a note My World Donar Manage HELP Pipeline Report Executive Reports My Desktop My Projects Dashboard Project Start New Project 1 hea Powered By EXPCSite Doo Shea Test Site Project Level Project Home Documents Projectinfo Team Project History Project Tasks Survey 2 Click on Create New Report My Reports p I ee Report Type Show All J 3 Reporting for all RFIs RFPs Approvals Action Items and Submittals are all going to be through a Tasking Report My Reports EB Choose Report Type Choose which type of report you wish to create Milestone Report Critical Milestone Report Multi project schedules and tracking Multi project schedules and tracking History Report RFls RFPs Approvals Action Items and Submittals Project and milestone notes and milestone histary Construction Coordinator Regional Champion Training Managing RFls RFPs Approva
14. and aelect is OR e Cancel Construction Coordinator Regional Champion Training Creating a Project Milestone Report within SheaBuild 4 Now let s select a project type In this example selected Project Click Continue Milestone Reports gt List Select a Project Type Cl Project Type Budget Property Level Siren Pr ipertic Cl Property Development SheaProperticque Property Operational DV Property Shea Homes Project 4 Project Shea Homes Ll Building Tenant Riverpark Property Development Cl Riverpark Project Cl Riverpark Building Cl Riverpark Tenant 5 Click on Filter by Project Attributes Shea a UU Add a note My World My Reports Manage Search HELI 0 Eee Powered s EXPCSite ts My Desktop My Projects Dashboard Welcome Caren o Active and Inactive Projects are Viewable pref Milestone Reports gt Report Criteria Report Criteria SheaPropertic Step 1 Limit Projects er by Proje 7 ey gd And C Filter by Milestones in Date Range Budget Line Items 1 Select Budget Template b 2 Select Line Items to Display Show All My Projects Step 2 Display Columns 1 Selected 0 Selected 0 Selected Total Columns Step 3 Sort by Project Name Ascending Then By Select One v Ascending v Step 4 Rep
15. created for each user or project selected TASKING FOR THE EXTERNAL USER SEND A NEW TASK ENTER TASK INFORMATION na e a Action Caren Nims Projects Shea Test Site Project Level C89 cue g o j Cc Document Links Existing documents within the em Cp Select Remove Remove All Upload PSE mete Select files or drag and drop them onto the box Ma a ETT eL Remove All Do Not Allow Reassignment Allow One Reassignment Allow Multiple Reassignments Cr Ca A Tasks Fields Fill in the task information denotes a required field B Category Update the task category You can then filter by the task category in the project tasks area or when creating a report C Description This is where you would outline what you want done for the person you are sending the task to Send an external e mail notification CP C c Continued on next page TASKING FOR THE EXTERNAL USER SEND A NEW TASK ENTER TASK INFORMATION D Document Links Add links to documents that are currently posted to a folder under the Document Tab for this Project Clicking Select will bring up the folder structure click on the folder name to view all documents within and click document name to create link Attachments Attach documents from your computer to provide additional information Click Select to search for a document to upload from your computer or network You can also drag and drop documents onto the file list from
16. e printing As Grayscale Minimum Line Thickness 0 150012 0 150012 mm Sealed Output Paper Size Printable Area didik 35 61 in 46 00 36 00 in 47 61 s 35 61 in Defaults Pie Cancel Help Current Page 1 INTERNAL USERS GUIDE PRINTING PLANS FROM SHEABUILD TO THE OCE PLOTTER PRINTER 5 The Abacus Billing Entry form will appear There are three things that you will need to make sure are filled out From the project list select your project from the drop down list From paper type click on the drop down list B amp W Bond is the standard paper type you will use From Billing Codes you would only Select Billable if it was a Third Party other than Shea that you were billing for the print job For example a Tenant All others please select Non Billable Abacus Billing Entry Abacus PRINT COST RECOVERY SYSTEM Unbilled Jobs in Queue KE ESTRUM E 0050 01 General Motes pdf Oce TOSS500 PS 11 69 16 5 gt Project List Phase List Billing Codes RiverPark Main Collection Main Collection RiverPark Main Collection Non Billable Paper Type Comments B amp W Bond gt 5 Construction Coordinator Regional Champion Training Managing Project Milestones within SheaBuild
17. not login 2 Navigate to left of login area of the Shea Build homepage and click on XUPLOAD ACTIVEX Download powered by Cx pesite SheaBuild com N M E U USERNAME gt SHEABUILD QUICK TOUR TECHNICAL SUPPORT PASSWO DE MORE ABOUT EXPESITE LOGIN n di Forgot your User ID or Password YOUR PC REQUIREMENTS BRAVA ACTIVEX DOWNLOAD QM XUPLOAD ACTIVEX DOWNLOAD D 3 You should receive a popup asking you to install the upload ActiveX control and once it has completed you should see the box below showing the words files and size along the small bar Your PC XUpload ActiveX control Microsoft Internet Explorer EIE File Edit View Favorites Tools Help e A Google G wi so e B LJ Settings Y 2 x Search Fay EMail gt gt xpesite XUpload ActiveX control If you do not have this control you will be prompted to install it After it is installed you should see a box below this page that has 2 columns Files jand Size Once you see this it means you have successfully installed this upload control Done Bj Trusted sites If you are not able to see this box please contact Expesite Support at 614 324 5773 INTERNET EXPLORER ADDING A TRUSTED SITE PC READINESS STEPS 3 1 At the top of Internet Explorer click on Tools and then Inter net Options 3 Shea Properties Microsoft Inter
18. stated that Vineyard amp Myrtle improvements are sched A Walsh Riverpark Property Level Action 10 31 2007 EIR Ann W to work w Crane re Additional residential units EIR A Walsh Riverpark Property Level Action 9 1 2008 z Meeting Notes Ann W to prepare new ALTA survey post land swap schedul A Walsh Riverpark Property Level CE gt RFI 13 1 23 2008 Architectural Clarification Entrance Beam Design J Koeppe Meridian Intl Business Cntr Community Pool Project Level v RFI 9 12 28 2007 Architectural Clarification Trellis Base Depth J Koeppe Meridian Intl Business Cntr Community Pool Project Levell v RFI 14 1 31 2008 Architectural Clarification Bollards and Trash Enclosure Paint Color J Koeppe Meridian Intl Business Cntr Community Pool Project Level 12 14 2007 Trellis Attachments Architectural Clarification J Koeppe Meridian Intl Business Cntr Community Pool Project Level v Action 4 26 2007 SOV by Trade Please provide Don and the SOV by trade W Kurka CV Fitness Center Project Level A Tasks Received View all tasks that have received B Task Sent View all tasks that have sent C Personal Tasks Personal Tasks can be thought of as a personal To Do List Personal Tasks are non specific and can not be seen by any other system users Your critical Personal tasks will be included in your Daily notification of Critical dates and can also be added to your Digital Dashboard via the C
19. to see For example we did not want to track the Civil Boundary amp Topo Survey so have unchecked it Now it won t show on the list above once you click Save Once the milestones are established you can meet with your manager weekly or bi weekly and make updates to the revised dates if there is a change and you can document why there was a delay You can also enter the actual date of completion if the Milestone is completed f you need a Milestone created that is not shown please contact Suzan Prior 949 389 7213 Tel 949 309 8292 Cell suzan prior sheaproperties com Or Caren Nims 949 389 7219 Tel caren nims sheaproperties com Proposed Revised Actual Gis Documents Project info Team Project History Project Tasks Survey QLS l ls as Person Responsible Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Unassigned Ki https www sheabuild com projectid 141610 En E Enable Disable Uncheck the milestones you would like to disable CI Select All Construction Docs Start Construction Docs Budget Update Construction Docs Complete Geo Tech Rpt to City Grading Div Submittal Geo Tech Rpt to City Grading Div Approved L Civil B
20. your team click Notify Team below Notify Team 10 Do NOT Notify Team at this point just Click Continue Survey Test Report Last Modified Web View 3 5 2008 Completed T Print View Draft 3 5 2008 11 Click back in to Surveys and make sure you are at your current Photo Survey this is where we will Notify amp Send Report from This will send a link to SheaBuild and also a pdf of the report Survey B Test Report B Survey Report Available gt Notify Team Select the team members you wish to notify Choose Groups To Notify Check Spelling Name Employer Business Role Select All Jonathan Alpert Shea Properties Associate Janet Bonetto Shea Properties Associate Blake Bunker Shea Properties Analyst Nicole Charon Shea Properties Construction Coordinator CI Beverly Curtin Shea Properties Administrative Assistant CI Nassib Farhat VCC Construction Company Project Manager Yuri Jagrine Expesite Associate Emily Keicher shea Properties Project Manager Chris Kopena Expesite Associate Caren Nims Shea Properties Construction Coordinator Suzan Prior Shea Properties Manager of Project Coordination Type accompanying message below CCP COD TIT Note This list of team members does not reflect the project s security settings These people may or may not have access to view this content Disclaimer Email is not a secure medium for transmitting information Shea
21. 1 Private Only Viewable By You Preview Report Save Report Optimum Printing from Print View 8 1 2 x 11 landscape up to 11 columns 11 x 17 landscape up to 18 columns for optimum printing More than 21 columns may not print if wider columns are included More than 28 columns will not print 7 For this example choose RF s and I want to see all New Open amp Completed RFPs Select Report Filters My Reports gt Select Report Filters Choose the Task Types and Status you wish to appear on your report and click OK Task Types RFI C Approval Action L RFP C Submittal Task Status C Declined New Open Completed C Cancelled Issue Types requires RFI CIs Drawing Issue is Yes Is Prototype Change is Yes Construction Coordinator Regional Champion Training ZA Managing RFls RFPs Approvals Action Items amp Submittals within SheaBuild 8 You can select Categories or leave it blank and it will pull all categories on the list You can select Project Attributes which is project information Next we will select the Task Fields we want to show up on our report Click on Select Task Fields p OT Add a note My World My Reports Manage Search HELI w 7 ME sai My Desktop My Projects Dashboard Welcome Caren Active and Inactive Projects are Viewable pref Tasking Reports Report Criteria Report Criteria Choose Projects Specific Projects Chosen
22. 289898 Address dE etos newer heal com def asp v Ejo ins Google G w Good De D Bodeuksr a bkekod chak 4 jap Sendinw Ost dE TTT gd a mote My Word My Reports Manage Search HELP t MyDeskop o My Projects Omshioard F e Logout Wisina Canin Mili and Inackve Pr jecis ane viewable rers Carens Digital Dashboard Prajincbs wii Activity Type Due Subject w From Project w Action Senor Veet Fire Sytem Engineering 1 Merino C Bilmi iw Finaga Center Proieci Lewel Action SMMM Fine Alem System Wi Kurka C Mes CYFincss Genler Project Level Neon non Sos Mester Apple i D oMr GC Hem Action sni Land Are seat C ms C ims Acn GAT Land Anc Vest C Hirit C Mimi Action Enim Thebai laetor N M af Action BOO The Desian Factor C Mirren C Barren Lacuna Heants Property Level Action EMO Zpmdnlim oor Senes ic C Hit C ms Cree ikia Wilaya Apsrimenis Property Lara Action ngu E24 ER C Nms C harris Sarena ms ele ApaIments Property Lees Action SOOO Alaa Systems inc C Mm Mma rockide Vilegn Apartments Property Lowa Alar SHOUT Emire Gorea C Aone C Himi Mire Vilege Apainmenis Property evel sc critical Milestones Assigned Ta Prasjret owe There ane fo Calend chong Bo ekipler Bjopen Work Orders Change nderi Pay Reqs Tasks open Acn Dra usobtchrec V Mesi eran Fh Hi Prog ry Lev SEDE
23. 7 https www sheabuild com sectionid 235186 Upload P mE Select Files for Uploading AE Upload Photos Look in Te Desktop GEY my Documents E Target Conceptual Elevation jpg l 3 My Computer E Vermont Ave Exterior Rendering jpc Remove Having problems Click here to try an alternate method for posting Contact support expesite com if you continue to have problems Upload Photos Flies 4 Sie 7 428KB i C Documents and Settings CarenN SPDOMAIN Desktop sit 2 107 188 b i C Documents and Settings CarenN SPDOMAIN Desktop 10 o 671 678 bytes Gi C Documents and Settings CarenN SPDOMAIN Desktop 10 491 516 bytes t C Documents and SettingsCarenN SPDOMAINYDesktopicar 96 251 bytes im C Documents and SettingsCarenN SPDOMAINYDesktopiCo 4 240 503 b Select 3 Remove Al Having problems Click here to try an alternate method for posting Contact support expesite com if you continue to have problems My Recent amp JmMy Network Places Documents Shea Build 100 0534 ipg 51100 0610 jpg caren20 jpg S v Contextual Site Plan 3 24 08 jpg fn SJ EAST ELEV VERMONT AVE TEXTURE 11X17 jpg E keeper ipg Ej Riverpark Contract Numbers by Site F site amp Bldgs 8 9 1 IPG My Computer lt fj Vermont Ave Pool Rendering jpg E Vermont poolside rendering color jpe File name L My Network Files of type Images ip
24. Adding a New Contact to SheaBuild If your person does not show up in the list you would click on Add New Contact Shea Test Site Project Level Project Team Name Natalie Bodenhamer Jeff Dunbar Natalia Komar Hossein Shahrokni Gene Spindler Eugene Tang Gene Wilson Cant find person Employer Business Role New Team Members CTG Energetics Inc Consultant CTG Energetics Inc Consultant CTG Energetics Inc Consultant CTG Energetics Inc Engineer Shea Properties Development VP Fehr amp Peers Traffic Slater Builders Project Manager Add New Contact J Allow login to project Add the New Contact information and then click Continue https www sheabuild com Add New User Windows Inte KB Add New User Required Fields First Name Gene Last Name Smith Business Role Select One Dashboard Role Summary Employer Business Email Language English in U S c Ir Show more fields Optional Fields Construction Coordinator Regional Champion Training ENN Adding a New Contact to SheaBuild 6 Click Done if that is the only level you want to add them to as a Contact If you want to add them to more projects you would click on Add to More Projects Project Team P gt Success SheaPropertics People added to Shea Test Site Project Level Business Role Gene Smith Shea Properties Account Executive Add t
25. ER REASSIGNING A TASK abe History Tasks Sent P Action Reassign Parse dnd a areas mur mcm mc GCTITTTB Action Shea Test Site Project Level abc acc Assigned To Caren Mims Date Due 10 15 2007 status Open Category ARCHITECTURAL Description Please clarify details Reassign Attachments Are you sure you want to reassign Check Spelling There are no attachments for this section Document Links Existing documents within Expesite Reassian To Create Link There are no attachments far this section Explanation _ Cancel A Reassign Click reassign to make another user the recipient of the task If you are the recipient of the task you are reassigning you will not longer be associated with the task once complete B Reassign To Use the drop down box to select a user you wish to reassign the task to from the team list C Explanation Provide an explanation so that all parties involved know why you are reassigning this task and then click Reassign TASKING FOR THE INTERNAL USER UPDATING A TASK E ETT DIES IREDEHHIMC nan EDT Eum Hisiny Teka Pw EB Action ECT Action 011 Blue Bay Rd oamnle A Sample Acton Task Open mee ial Expesba Bupport Regis dO s Ak Building CB p iiach qu ub i Wu Docunmant Links Existing documentg within Expesite D Create Lisk Tham aie no atipchmanba irihia sgclin A Update Click Update to change task includin
26. Network Files of type fan Files Cancel Places Open as read only 5 Once you have clicked Open it moves the document down to the upload dialog box Click on the Upload button Flease select the new version of E IVI L APP ROVED N DEX 9 H EET SUMMARY xls Size 38KB Bal C Documents and Settings CarenN SPDOMAIN Desktop CIW IL APPR O 38 912 bytes Auto extract compressed files Select Folder Remove All Upload 6 The system will automatically ask you whether you want to send a Notification Click on Do It Now and send a noti fication to the team that a revised Drawing Log has been uploaded Upload Files Success You have successfully uploaded 1 document Would you like to Send Notifications gt OR Update Document Detail DoltNow OR Go Back To Documents DoltNow UPLOADING A REVISED DOCUMENT 7 Once your notification is sent it will bring you back to the documents area If you click on the Blue Info button again you will see the archived older version below Project Documents gt B 07 b 00 Drawing Specification Index Logs amp Document Detail o unnnskns close fa View ie Download Now M SetXref m Upload New Version a Create Task Delete Folder CIVIL APPROVED INDEX SHEET SUMMARY xls s A Author Caren Nims Update et 7 Version HG li Posted On 6 2 2008 2 59 23 PM EST Contract Insurance Posted By Caren Nims _ GC 0 File
27. Properties and Expesite cannot be responsible for the accuracy or security of this message or its content 12 Choose from the list who you want to notify type a message if you want and Send and Copy to History COPYING AN EXISTING SITE PHOTO SURVEY Documents Projectinfo Team Project History Project Tasks Milestones ij 1 Make sure you are in the appropriate level within SheaBuild Property Project Building Tenant and click on Survey Click on Create New Report Survey I ee rrr 2 Select Report Copy Report with Content and Click on Do It Now Suvey PF Create New Report ai Copy Report With Content DoltNow Choose this option if you wish to Create a Mew Report with content from an Existing Report You will have the option to copy authorities contacte answer or attachments 3 Search for name of Survey Report you want to copy Suvey gt Choose Report Report Name OR Il Site Photo Report OR Choose State Select A State J Last Modified of sections Survey Report Name COPYING AN EXISTING SITE PHOTO SURVEY 4 Search will bring up a list of Survey Reports to choose from Click on the Survey that you want to Copy Survey b Choose Report Back Report Name Ocean Ranch ETOR OR Choose State 5elect A State Survey Report Name of sections Last Modified Shea Properties Shea Test S
28. Reports Manage Search HELI eee Logou Shea vered By xPesite My Desktop My Projects Dashboard Welcome Caren Active and Inactive Projects are Viewable pref Milestone Reports gt Report Criteria Step 1 Limit Projects Project is CV Clubhouse And Or Fitter by Milestones in Date Range Budget Line Items 1 Select Budget Template Bb 2 Select Line Items to Display Step 2 Display Columns Selected Selected Selected MN Total Columns Step 3 Sort by Project Name v Then By Select One v Ascending More Step 4 Report Name Report Type Private Only Viewable By You v Type name of report here CO Show A Single Date For Each Milestone Optimum Printing from Print View 8 1 2 x 11 landscape up to 11 columns 11 x 17 landscape up to 18 calumns for optimum printing More than 28 columns will not print 13 You can review report print the report and save it as a pdf if necessary d Lock Headers and Project Names turn off movement Geo Tech Geo Tech Construction Rpt to City Rpt to City Building Building Construction Docs Grading Div Grading Div Permit Bids Permit Project Name Project Number Docs Start Complete Submittal Approved submittal Bid Docs Qut Bid Docs Due Received Issued CV Clubhouse Project Level 60 103 5 22 2006 3 30 2007 N A MA 10 18 2006 MA MWA WA 4 18 2007 112006 11 2 2006
29. Task Types Statuses and Categories 4 Task Types and Statuses Selected 0 Categories Selected lt Display Columns 1 Project Attributes Selected 1 Task Fields Selected Select 0 Calculation Columns Selected 2 Total Columns Date Range CAI O Specific B TO Sort by Project Name Ascending Report Name Report Type Report 1 Private Only Viewable By You q n Optimum Printing from Print View 8 1 2 x 11 landscape up to 11 columns 11 x 17 landscape up to 18 columns for optimum printing More than 21 columns may not print if wider columns are included More than 28 columns will not print 9 selected everything that wanted to see on my RFI Report Select Task Fields My Reports gt Select Task Fields Fields C Select All Task Type Status Subject Request Response Cl Assignment Date Due Date Completed Date Assigned To Assigned By Attachments and Document Links C Drawing Issue Cl Prototype Change C Site C Equipment C Building C Fees o gt Construction Coordinator Regional Champion Training p Managing RFls RFPs Approvals Action Items amp Submittals within SheaBuild 10 The Calculation Column will calculate number of days task is open This is optional You can sort by different criteria Type the name of your
30. Wet B 07 b 04 Street Improvement Inf caf There are 0 markups on this document Posted On 6 2 2008 11 30 06 AM EST 3 Click on Select to choose the new version you want to upload Upload Files gt Select Files Please select the new version of CIVI L APPROVED INDEX SHEET SUMMARY xis Files Sve Auto extract compressed files Select Folder Remove All Upload Having problems with this page Click here to try an alternate method for posting Contact support expesite com if you continue to have problems UPLOADING A REVISED DOCUMENT 4 Click on the new document version you want to upload from your computer and click the Open button Select Files for Uploading EE Look in 2 Desktop J 9 ex E3 Bldg Type II IISA amp IISB dwf 08 GoToMeeting Bldg Type III delta 2 dwf BI Insurance Matrtix f W Bldg type Iv Delta 2 B Invoice Reclass Forn Bldg Type Iv Delta 2 dwf EF Invoice Reclass Forn My Recent Documents 3 Bldg Type V Delta 2 dwf If keeper caren2 B OC stormwater prog Desktop CIVIL APPROVED SHEET SUMMARY Oce User Manual 2 Click N Design 3D V5 BOT Log xls W ClientInstallScript zip Ca Pasadenal TE M Delta 2 BLDG V 5 Plans Process Flow ee Disk Defragmenter ys Plans Requestor Us Ca Duane Bradley SH Plans Arch User Guic N FaxCoverSheet SH Plans Repro User GL SP CARENNOB File name CIVILAPPROVED SHEET SUMMARY Open My
31. a ance Places Open as read only COPYING AN EXISTING SITE PHOTO SURVEY 17 Next to each photograph is an area to enter in a description Once you have finished scroll to the very bottom and Click on the Check Box next to Mark as Complete and then Click Save The sys tem will ask if you want to Send and Notify or Continue Please Continue Do NOT Send and Notify at this point Weekly Comments Issues Survey B Ocean Ranch Il Status Report 041108 gt Photographs View Section i Check Spelling Photographs confaue 4 100 0534 jpg Description Full Size Image Mark as Complete 18 To Notify and Send Click on the Notify amp Send Report button Select who you want to send Report to and Click on Send and Copy to History This send a link and a PDF of the Report Ocean Ranch Il Status Report 041108 Last Modified Web View 4 14 2008 Completed T Print View Draft Notify amp Send Report 4 14 2008 Survey B Ocean Ranch Il Status Report 041108 gt Survey Report Available gt Notify Team lt gt ME the team members you wish to Choose Groups To Notify Check Spelling Name Employer Business Role C Select All CI Gabi Abdo VCC Construction Company General Contractor C Jonathan Alpert Shea Properties Associate Janet Bonetto Shea Properties Associate Cl Blake Bunker Shea Properties Development Team CI Nicole Charon Shea Properties Construction Coord
32. al Contractor Danli Chan Altoon amp Porter Architects Architect Laura D Andrea Shea Homes Administrative Assistant Dan DeLange Martin Martin Civil Engineer Dan Fitzwilliam TY Lin International Consultant Daniel Gould Sage Design Group Landscape Architect Dan Heinfeld LPA Company President Remove Daniel Heras Altoon amp Porter Architects Architectural Team Mike de pijaci Daniel Hoon HRP Studio Landscape Architect Taylor Jordan RBF Consulting CADD Engineer Dan King Huitt Zollars Inc Civil Engineer Dang Mai Carter Burgess Architects Architectural Team Dan Menghini Shea Properties Construction PM 3 A list of people should appear If the person you want to add as a User shows in the list all you would do is click on their name and it will move over in the New Team Members dialog box on the right From there you would click continue When adding a User you would want to Allow login to project Shea Test Site Project Level Project Team Back 4 Search for Dan Name Employer Business Role New Team Members Gen Menghini gt Daniel Anderson Shea Properties Field Operations Daniel Broome Reed Thomas Co Inc General Contractor Danli Chan Altoon amp Porter Architects Architect Laura D Andrea Shea Homes Administrative Assistant Dan DeLange Martin Martin Civil Engineer Dan Fitzwilliam TY Lin International Consultant Daniel Gould Sage Design Group Landscape Architect Dan Heinfeld LPA Company Preside
33. an show 943 07 9 12 07 S Prior E Keicher Shea Test Site Project Clarification contrast in our test report for your group tomorrow Level RFI3 BID INVITATION Completed Glazing Clarification Please give information done 947 07 9 14 07 E Keicher E Keicher Shea Test Site Project Level RFI4 SITE Completed Site Utilities Clarification Please clarify where the stub outs are for gas at Done 9 18 07 9 19 07 E Keicher C Nims Shea Test Site Project northeast corner of site Level RFIS BUILDING Completed General Requirements Testing Done 11 6 07 11 9 07 C Nims S Prior Shea Test Site Project Detail Required Level RFI amp OFFICE Completed General Requirements Test Test completed 11 28 07 12 5 07 C Nims C Nims Shea Test Site Project Clarification Level Construction Coordinator Regional Champion Training Adding a New Contact to SheaBuild 1 You can add a contact to any level within SheaBuild by choosing the correct Property Project Building and or Tenant Level Once you have selected your project click on Team When you are in the Team area you will click on Add a New Contact P 77 Add a note My World My Reports Manage Search HELP Logout My Desktop My Projects Dashboard Project Start New Project Documents Project info Shea wered By expesite Shea Test Site Project Level 5 Team roject History Project Tasks Survey Milestones Budget
34. ask report D Priority Update the task priority level from Normal to High or Low This option is only available for the Recipient of the task and cannot be viewed by the sender or any other users E Due Date As the recipient of a task you will not be able to update the due date If you are in the update area as the sender of the task this will be an open text field TASKING FOR THE INTERNAL USER COMPLETING A TASK Eamph History Tika Recd P Action hamama Action O71 Bluse Bay Rd Samnle Sample Action Task Open Pricetiy Mimma Asaga By Expeiba Eupport Remace 11s 2005 Coste giy KI Building 00 Alemania P3 Puimniar is Fian dis nud H Q Document Links Extring dommes ylin Expesiie Tham are Ad dtechnants Far lde secinn A Complete Click Complete button when you have completed the action requested in the task this will bring up the screen below where a response can be provided Your task will be changed to a complete status and hidden if you are not currently showing your completed tasks B Update Status Click Update to change the task status to Complete As the sender of the task you will also have the ability to change the task status to Cancel Task if action is no longer necessary Two of our task types have additional status below Submittal Status Open Cancel Task Approved Approved as Noted Rejected Revise amp Resubmit Approval Status
35. ct the project type under the blue company name that you are looking for In the screen that appears you can limit the projects returned in your search by filtering by project information or just click Ok to return to projects you have access to for the chosen project type Click on project name to place it on the Projects to Add list on the right Click Continue when you are ready to move on to the next step Project Team i 11 Select a Project Security group for the Please choose the groups in which you want the following users to belong Users to be added to on the additional pro SE Megan Smith Chad Smith jects You will not have to select any Com 7 pany Security unless you have selected to add Common Project Groups j F Project Leader users to projects under another Company 701 Corporate Champion Company Security only needs to be set for a F102 Corporate Mgt Team user once 103 Corporate Development Team 104 Corporate Finance Team 105 Corporate Construction Team Click Continue to return to the Project Team 106 Regional Champion List 107 Regional Mgt Team 108 Regional Development Team 109 Regional Finance Team Com plete 110 Regional Construction Team 111 Internal Legal Team 112 Internal Business Associates 113 Leasing Team 114 SAC Property Mgmt Team 115 Property Broker 116 External Legal Team 117 Architects Engineers i c ae
36. cts 3 New Approval Use this task to request approval for a Design Document Construction Document Material Color Selection Payment Schedule Issue etc Approval tasks can be sent to multiple people on one specific project at a time 4 New RFP Reguest for Proposal Use this task for Professional Services Design Changes Change Orders etc RFP tasks can be sent to multiple people on one specific project at a time RFP tasks can also be sent to SheaBuild users who are not on the project 5 New PM Action Use this task to send a general request to the user set as PM in the Standard Project Informa tion area This task is identical to an Action Task other than it s automatic assignment to the PM role 6 New Submittal Use this task to log Material Samples Color Samples Shop Drawings or Product Literature New Submittals can be sent to one person on one specific project at a time TASKING FOR THE EXTERNAL USER SEND A NEW TASK CHOOSE PEOPLE i Add a note My World My Reports Manage Search HELP My Desktop My Projects Dashboard Shea vered By Expesite Welcome Caren Active and Inactive Projects are Viewable prefs New Task gt Action Choose People Select Users caren ame Caren Nims Shea Properties Construction Coordinator CAD A Search for User Type search criteria and then click Search to bring up a list of people below Note Don t be too specific when entering searc
37. date sd jer Construction Docs Complete SS zu Geo Tech Rpt to City Grading Div Submittal fC Gl Geo Tech Rpt to City Grading Div Approved Rough Grading Construction Doc s Start d zl Shea Pr Eri Unassigned Ae in UA T Tj lt i Unassigned is le e EN ek e EF ek Ed ed Rough Grading Plan Permit Submittal Sa jer Unassigned w Rough Grading Plan Re Submittal 1 Z Rough Grading Flan Re Submittal 2 C ei hr M 5 m mm E 5 l Caren Nims mi Unassigned se Gabi Abdo BOT BOGE Jonathan Alpert 123485 1 2 Blake Bunker 6 78 9101112 3456789 Beverly Curtin n 14 15 16 17 18 19 10 11 12 13 14 15 16 Nassib Farhat 20 21 22 23 24 25 26 17 18 19 20 21 22 23 Chad Hill Zi 28 29 BN 31 24 25 26 27 28 29 30 Michael Hvslo 31 sigs iaa Yuri Jagrine Emily Keicher Chris Potter Suzan Prior Expesite Support Construction Coordinator Regional Champion Training Managing Project Milestones within SheaBuild 5 To enter in a revised date or an actual date you would click on update Shea Test Site Project Level Milestones a ee Cz Milestone Proposed Revised Actual Person Responsible Construction Docs Start 8 4 2008 Caren Nims Construction Docs Budget Update Unassigned Construction Docs Complete Unassigned Geo Tech Rpt to City Grading Div Submittal Unassigned Geo Tech Rpt to City Grading Div Approved Unassigned Rough Grading Construction Doc s
38. e int a TTC scheme L31 Exhibit 46 060907 Layout 1 pdf B T SkMBT_C 5007022614550 pdf My Recent SD Pre Dev Budget O0 pdf Documents 10596 001 pdf a fuss not pdf 3 Shea Build Riverpark Emy Network Places 3 My Computer My Documents Desktop My Documents My Computer File name 50035 0006 pdt v My Network Save az type Adobe Acrobat Document v If you are unable to download files you may need to have XUpload installed on your PC This is an Active X Control that can be downloaded and installed directly from www exepsite com Documents Uploading into SheaBuild 1 Prior to uploading documents the first thing you must be certain of is that you have the ability to upload To check this you log into sheabuild com choose a project and then click on documents see screen shoot below You will see a split screen showing the documents folders on the left and the actual folder you selected on the right Riverpark Property Level Design Mgt Property Project Home Unsubscribe pilus Projectinfo Team Project History Project Tasks Milestc _ Project Documents gt Documents UB Gro Ruamm 2a 3e 3 Documents SI Download Folder Y Documents 0 x Please select another folder from the left C3 A Site Analysis Market Data 3 B Plans Development The Documents folder contains no documents a C Contracts Q 3 D Geotechnical Study D Once y
39. ea Drnnartiac Construction Coordinator Regional Champion Training SES 3322 ZZ Adding a New Contact to SheaBuild 8 Click Continue to return to the Team area Project Team Team Members Added Successfully e al n ij T Continue Construction Coordinator Regional Champion Training Adding a New User to SheaBuild 1 You can add a User to any level within SheaBuild by choosing the correct Property Project Building and or Tenant level Once you have selected your project click on Team When you are in the Team area you will click on Add New User Logout a 7777 Add a note My World My Reports Manage Search HELP ET Shea wered iy XPCSite i EAS My Desktop My Projects Dashboard Project StartNew Project e Documents Project info FM Project History ProjectTasks Survey Milestones Budget Shea Test Site Project Level Shea Test Site Project Level Team oo errr Add New Contact Notify Team 2 A search box will appear Type in the first name of the person you want to add as a User In this example typed in the name Dan and then clicked on Search Shea sred By expesite Add new team members Shea Test Site Project Level Project Team Search for Dan Search 3 Employer Business Role AA Daniel Anderson Shea Properties Field Operations E Daniel Broome Reed Thomas Co Inc Gener
40. eaBuild T hil pac erener sheabuild com PBolMilestoneMole ttsearchlype TeamtlirsitimestruetProj lia a Filter for Propects Team gt Add Team Member to Projects Back Show all my projects where Rene itemi Search Shea EE or Project Type Select One 4 v D Project s TLCP Nbhd Dg or Select Value 4 Project Name Compan Projects to Add 3 and Salecl i is Select All 3 Project TLCP OR Property Development Test Area Shea Properties Universal Master Template D Beledi G ia Property TLCP Test Area Shea Properties Universal Master Template Shea Universal Master Template Shea Properties Universal Master Template Tustin Property Master Template Test Area Shea Properties Universal Master Template Building Master Template Shea Properties Master Template Project Master Template Shea Properties Master Template Project TLCP Shea Properties Master Template c Property Development Shea Properties Master Template Property Operational DV Shea Properties Master Template Remove Property TLCP Shea Properties Master Template Riverpark Building Master Template Shea Properties Master Template Continue Riverpark Project Master Template Shea Properties Master Template 10 Basic search consists of searching for additional projects to add users to by name of project You can also search by the project type filter Using the drop down box sele
41. ects Dashboard Welcome Caren o Active and Inactive Projects are Viewable prefs Shea sy expesite My Reports Create New Report Ul Report Type Show All 3 Next you will choose the report type click on Milestone Report My Reports BE Choose Report Type Choose which type of report you wish to create Milestone Report 4 Critical Milestone Report Multi project schedules and tracking Se Multi project schedules and tracking History Report Tasking Report Project and milestone notes and milestone ibe Soi pe ee submittals history Contract Administration Report site Tracking Report Construction Coordinator Regional Champion Training Creating a Project Milestone Report within SheaBuild 6 A selection drop down will appear am going to choose Project for this example Then click Ok https www sheabuild com reporttype msrpt amp ProjectTemplatelD 772t8strchoices Seles Create Report Show all my projects where 3 Remove item is Seleci Standard Project Information stoplight Status Project Status Custom Site Fields Region Property Project Phase Number Conveyance Number Project General Info Acreage Office Business Park Office Space OK Rectanrant Pads i 7 have chosen the project and now you click Ok Create Report Show all my projects where Remove item 0 Project is CV Clubhouse or Select Value
42. ed documents before choosing to Accept or Decline Click on the Document name to view or click on the folder icon to the right to download a copy of the document to your PC TASKING FOR THE EXTERNAL USER REASSIGNING A TASK abe History Tasks Sent P Action Reassign Parse dnd a areas mur mcm mc GCTITTTB Action Shea Test Site Project Level abc acc Assigned To Caren Mims Date Due 10 15 2007 status Open Category ARCHITECTURAL Description Please clarify details Reassign Attachments Are you sure you want to reassign Check Spelling There are no attachments for this section Document Links Existing documents within Expesite Reassian To Create Link There are no attachments far this section Explanation _ Cancel A Reassign Click reassign to make another user the recipient of the task If you are the recipient of the task you are reassigning you will not longer be associated with the task once complete B Reassign To Use the drop down box to select a user you wish to reassign the task to from the team list C Explanation Provide an explanation so that all parties involved know why you are reassigning this task and then click Reassign TASKING FOR THE EXTERNAL USER UPDATING A TASK E ETT DIES IREDEHHIMC nan EDT Eum Hisiny Teka Pw EB Action ECT Action 011 Blue Bay Rd oamnle A Sample Acton Task Open mee ial Expesba Bupport Regis dO s Ak B
43. eh Title Markups Posted By Date Size Version Select All info t3 5 10 15 RP Census Demo Overview 2005 data 4 2 05 pdf view in Acrobat Caren Nims 2 5 2007 89 LI inn tz 5 10 15 RP Daytime Employment 4 27 05 pdf view in Acrobat Caren Nims 2 5 2007 66 LI info t3 Claritas demographics 2 pdf view in Acrobat Caren Nims 2 52007 92 LI info tj Claritas demographics pdf view in Acrobat Caren Nims 2 5 2007 6565 LI info 2 Copy of RiverPark So Cal Comparative Demos xls Caren Nims 2 5 2007 60 I info tj Full Report pdf view in Acrobat Caren Nims 2 5 2007 1 131 gt I OO a a a 6 You will then be taken to the download folder 7 Click on the Download Now button Pe O O e File Download gt Project Project Ir Do you want to open or save this file a Name Expesite Files 223 zip Type winzip File 34 4 KB From www sheabuild com Always ask before opening this type of file lownload Folder zm harm your computer F you do nat trust the source do not open or 9g While files from the Internet can be useful same files can potentially save this file What s the risk _ Download Now Clear List 8 You will then receive a prompt asking you if you would like to open or save the file 9 Click Save Documents Downloading Files You will then be prompted on a location for your file Choose where you would like to save the file s and then click save Sav
44. ere are no stlachmenis for h secon A Accept Click Accept to accept responsibility for completing the task this will change the task from a New status to an Open status This does not complete the task the purpose of accepting is for the Recipient to let the sender know they have reviewed the task and will complete it by the requested due date Decline Click Decline to let the sender know you will not be accepting responsibility for completing this task Some reasons for declining a task insufficient information unreasonable due date or incorrect assignment When a task is declined the sender will have the ability to easily update the task or forward to another party B Accept Decline Comments Accepting or Declining a task will take you to the screen above where you will be asked for comments These comments will be sent to the sender in an automatic E mail notification and will also be added to the history for the task C Mark as Complete when Accepting Check this box if you have already completed the task at the time of accepting If you need to attached documents as part of completing the task you must accept the task without checking this box add your attachment and then complete the task D Attachments You can view attached documents before choosing to Accept or Decline Click on the Document name to view or click on the folder icon to the right to download a copy of the document to your PC TASKING FOR THE INTERNAL US
45. erly Curtin Shea Properties Administrative Assistant Emily Keicher Shea Properties Project Manager Chris Kopena Expesite Associate Caren Nims Shea Properties Construction Coordinator Suzan Prior Shea Properties N Manager of Project Coordination Search or Select a User A list of currents users for that specific project will automatically show below the search area Click on user s name to choose the person to be the recipient of your task If you are sending an Approval or RFP task you will have the opportunity to select multiple users to send your task to Clicking on the user s name will put them in a box on the right side of the screen click continue when your recipient list is complete You do have the option to Search if necessary SEND A NEW TASK CHOOSE PROJECTS Mew Task gt Action gt Choose People Caren Nims gt Choose Project s Search OR Project Type Seleet Onae x Project Name Compan Projects to Add Shea Test Site Project Search for the project to task above Choose Projects The current Project you are in will automatically appear in the box to the right of your screen If you are sending an Action task you will have the opportunity to search and select multiple projects to send your task for Clicking on the project name will put it in a box on the right side of the screen click continue when your project list is complete f you select multiple users or projects to create a task for a
46. es box Please add https expesite com amp https sheabuild com Trusted sites EJIE3 Add this Web site to Ehe zone Web sites https I T expesike com WIAA EEDES LE com www sheabuild cam You can add and remove Web sites From this zone All Web sites in this zone will use the zone s security settings REquire server verification https Far all sites in this zone lr b l T g il D E i ilk l mml ual 4 Click ok twice to exit out of the screens and then restart Internet Explorer for the changes to take effect Once this is done you should be able to install the software PLEASE CHECK WITH YOUR IT DEPARTMENT BEFORE CHANGING POP UP BLOCKER SETTINGS PC READINESS STEP 4 In addition to adding Expesite and SheaBuild as Trusted Sites you may wish to configure your Pop Up Blocker in your Windows Explorer Please see how to locate below A Shea Properties Microsoft Internet Explorer File Edit View Favorites MEWS Help Mail and News 3 a in R Vi Q Bev gt ix Pop up Blocker 4j Turn OFF Pop up Blocker w 5 La i Manage Add ons Address E https www sheabi idi dm le G Windows Update gt Bookmarks GL 2a blocked P check A Autolink SE Autofill mb Send te Goog D E Y d Sun Java Console Internet Options Pop up Blocker Settings Search d 5 Mail Quy Yahoo Sign In
47. es Summary ez Project Name 7 pi i Sas L Project atus assess L Praject Number Store humber Lettuce L L egtuae Custom Site Fields Totals Tens mary be riciuded Sr currency and quer atime L Regis E Property L Project L Buiding Number C Pane arb L Comeeyance Number 1 architect Project General Info Totale L Acreage L atteeticanesa Park L ffee Space L Reazaurant Pasa L Restaurant ther L Gracery anchored Wegheorhoed Center 7 Meee Une pt Metall L Hied Use Otfioe Retai 7 Peer Derileri L Neighborhood Center 7 Liteatpie Deriler E Proiect Ratio Pareng Rar L GLA Gross Leassele Area 3 nana Delivery Dane L General Cantracter 1 Apartment L Humber of Agartmer Unis L Apartment Reservas Jeb cea ama Legal Description To gt Construction Coordinator Regional Champion Training Creating a Project Milestone Report within SheaBuild 10 Next you will click on Select Milestones N Y My World My Reports Manage Search HELI Milestone Reports P Report Criteria gt Report Criteria Step 1 Limit Projects Finer by an ap Project is CV Clubhouse Andior Budget Line Items 1 Select Bu gel Template je 7 Select Line Bere to Display Step 2 Display Columns aes Selected 3 Selected a Selected Tatal Calumns Step 3 Sort by Prezi Manus Ascending Then Ey Select One
48. est Site Project Level Team 2 Click on Notify Team Notify Team 553 J Select the team members you wish to notify Choose Groups To Notify Check Spelling Name Employer Business Role 3 Click on Choose Groups To Notify Motif Choose Groups to Notify Test Group x 4 Select the Groups you want to notify and click Ok SENDING A NOTIFICATION TO A GROUP Select the team members you wish to notify Choose Groups To Notify Check Spelling Name Employer Business Role Select All Jonathan Alpert Shea Properties Assaciate Janet Bonetto shea Properties Associate LS Bunker shea Properties Analyst C Nicole Charon Shea Properties Construction Coordinator Beverly Curtin Shea Properties Administrative Assistant Massib Farhat V CC Construction Company Project Manager Yuri Jagrine Expesite Associate Emily Keicher shea Properties Project Manager Chris Kopena Expesite Associate Caren Nims shea Properties Construction Coordinator Suzan Prior shea Properties Manager of Project Coordination Show Hide Unsubscribed Type accompanying message below Type your message here Then send and Copy to Histary wep ED mI Note This list of team members does not reflect the projects security settings These people may or may not have access to view this content Disclaimer Email is not a secure medium for tran
49. ew Attachments site Milestones zm uestions and diners O 1 Phase 1 oO a Scheduled Start Date 3 31 08 oO b Scheduled Completion Dare 5 97 08 LI c Berin Completion Date 5 11 08 E 1 Reagad Completion Daba Explanation Rensad to to delays with the City Budding Department Mark as Complete COPYING AN EXISTING SITE PHOTO SURVEY 11 Choose the Section you want to update by clicking on it In this Example we are going to update the Weekly Comments Issues Survey B Ocean Ranch Il Status Report 041108 gt Choose Section Add to Dashboard 3g Add Edit Delete Sections amp Ocean Ranch Il Status Report 041108 Section Name Number of Questions Status Last Modified By Modified Date LI SelectUnselect All Pi Site Milestones A 30 Incomplete Suzan Prior 4 11 2008 mi VVeekly Comments Issues xg 16 Incomplete Suzan Prior 4 11 2008 Photographs G Incomplete Suzan Prior 4 11 2008 Check Out And Send To Another User 12 To update this Section Click on the Answer Questions button Photographs Site Milestones Weekly Comments lssues v Authority Crn CEID Weekly Comments Issues 1 Weekly Comments or Issues for Discussion a 1 Commentissue b 2 Comment ssue c 3 Comment issue 13 This is where you would type Weekly Comments Issues Once you have finished updating you scroll to the very bottom and Click on the Check Box next to Mark as Complete a
50. ew projects Do not automatically subscribe to new projects Show only subscribed projects in My Projects Send e mail notifications to me from the System s email address v Language Preferences Englishin U S lt P A Preferences Microsoft Internet Explorer PEE Preferences My Info Auto Notification Preferences Back Define Critical Upcoming Dates Notify when Tasks are my days out Notify when Milestones are 44 v days out Past Due Dates v Natify on past due Tasks every 3 v days v Notify on past due Milestones every 3 iw days This is strictly your personal preference e When do you want to be notified when Tasks are due In this example you will be notified 7 days prior to the Task being due e When do you want to be notified when Mile stones are due In this example you will be notified 14 days prior to the Milestone being due e How often do you want to be notified when a Task is past due e How often do you want to be notified when a Milestone is past due Choose the settings that are right for you and Click Save and Close Documents Downloading Files Click on My Projects and choose the project you wish to download files from Click on the Documents link to the upper right Click on the folder that contains the document you wish to download Place a check mark next to the file s you wish to download Click on the Download button oe
51. f action is no longer necessary Two of our task types have additional status below Submittal Status Open Cancel Task Approved Approved as Noted Rejected Revise amp Resubmit Approval Status Open Approved Approved with Comments Not Approved C Response Provide a response so that all parties that are involved know why you are completing this task and then click Continue se TASKING FOR THE INTERNAL USER For Internal User s make sure you are in the correct project and correct level within SheaBuild that you want to assign your task in and then click on Project Tasks a7 5 1 My Desktop hy Project Dashboard dim Shea Test Site Project Level Project Start New Project gi Documents Frojectinto Team Project History Project Tasks Survey Milestones Add a nate hy World My Reports Manage search HELP Logout Shea Powered By a X pe 5 i ta This will bring you to the tasking area QD GO OQ Y 7 Add a note My World My Reports Manage Search HELF Shea L 3 PS ely Hdl M ento Manage on EL Powered 8y EXPES LE Logout My Desktop Myfrojects Dashboar Welcome Caren o Active and Inactive Projects are Viewable pref Back CPL aN aaa er Tasks Received Tasks Sent Personal Tasks Show Completed Show Cancelled Notify Others With Changes S D Description New Action 8 1 2008 Off Site RPL
52. g the task status to complete B Attach Click Attach button to bring up a screen where additional documents can be uploaded to this task C Existing Attachments Click on the Document name to view using Brava Online viewer Folder Icon Click here to download a copy of the document to your PC Disk Icon Click here to copy this document to a folder in the Documents Module X Icon Click here to remove this document from the task D Create Links Click Create Link to reference documents that are currently posted to a folder in the Document Work Center for this project This will bring up a window with the folder structure click on the folder name to view all documents within and click on any document name to create link TASKING FOR THE INTERNAL USER OPEN TASK UPDATING DETAIL a EO SIICHEM EFI I8 0M E ETT Task Ream F Actin amp Vp Datail A a Suht Sample ln Deecrptiar Semple etim Teak e dy Select One i Friniy Moral Care Sir ft Buidrg n lm Amsigred hy Epei Suppor E Peri Melik 128200 hag Tha saikr of fik Dara wl Des ered of changes Eo Eia hares OF this teak A Subject Description Edit the task subject or description any changes made will be automatically tracked in the task history B Status Update the task status using the drop down box C Category Update the task category You can then filter by the task category in the project tasks area or when creating a t
53. h criteria A first name is enough information B User Name Click on user s name to choose the person to be the recipient of your task If you are sending an Approval or RFP task you will have the opportunity to select multiple users to send your task to Clicking on the user s name will put them in a box on the right side of the screen click continue when your recipient list is complete SEND A NEW TASK CHOOSE PROJECTS P ae T m Addanote My World My Reports Manage Search HELP M My Deseo My Prokect Dashboard New Task B Acton P Choose Poople Carn hime gt Choose Projact s CA Search TEST NES on Project Type Selact Ona aroja ma L dL LIS lo compan Eelect All shea Properties CB 5 Development D z 7 TU Shea Properties Ehes Test Este Project Level Project Ehaa Properties cP qc A Search for Project Type search criteria and then click Search to bring up a list of projects below You can also search for projects using the Project Type filter to the right of the search field B Project Name Click on the project name to choose this project If you are sending an Action task you will have the opportunity to select multiple projects to send your task for Clicking on the project name will put it in a box on the right side of the screen click continue when your project list is complete f you select multiple users or projects to create a task for a separate task will be
54. inator C Beverly Curtin Shea Properties Administrative Assistant Cl Nassib Farhat VCC Construction Company Project Manager Yuri Jagrine Expesite Associate C Emily Keicher Shea Properties Project Manager Cl Chris Kopena Expesite Associate Caren Nims Shea Properties Construction Coordinator C Suzan Prior Shea Properties Manager of Project Coordination C Gisso Yasreb Shea Properties Project Manager Show Hide Unsubscribed Type accompanying message below To D IIT UPLOADING A REVISED DOCUMENT 1 To upload a revised version of a document click on the blue info icon to the left of the document you want to replace 3 B 07 b 00 Drawing Specification Index Logs Markups Posted By Date Size Version CIVIL APPROVED INDEX SHEET m mo m 9 2 GUMMARY xlscen SSS Rosette Sunio 6 2 2008 38 2 Click on Upload New Version Project Documents B B 07 b 00 Drawing Specification Index Logs gt Document Detail Wb OU mn ne m close mm View me Download Now setXref Upload New Version Create Task m Delete am m i CIVIL APPROVED INDEX SHEET SUMMARY xls E ume et 0 s Author Rosette Sunio Version 7 Control Working Construction 3074 chil Set 0 Posted By Rosette Sunio File Name CIVIL APPROVED SHEET SUMMARY xls 4 B 07 b 00 Drawing Specificatic File Size 38K B 07 b 01 Mass Grading Plans 0 Keywords B 07 b 02 Offsite Improvements Notes B 07 b 03 Precise Grading
55. ional residential units EIR A Walsh Riverpark Property Level Action 9 1 2008 z Meeting Notes Ann W to prepare new ALTA survey post land swap schedul A Walsh Riverpark Property Level e a Se en gt v RFI 13 1 23 2008 Architectural Clarification Entrance Beam Design J Koeppe Meridian Intl Business Cntr Community Pool Project Level v RFI 9 12 28 2007 Architectural Clarification Trellis Base Depth J Koeppe Meridian Intl Business Cntr Community Pool Project Level v RFI 14 1 31 2008 Architectural Clarification Bollards and Trash Enclosure Paint Color J Koeppe Meridian Intl Business Cntr Community Pool Project Level 12 14 2007 Architectural Clarification Trellis Attachments J Koeppe Meridian Intl Business Cntr Community Pool Project Level v Action 4 26 2007 SOV by Trade Please provide Don and the SOV by trade W Kurka CV Fitness Center Project Level a A Tasks Received View all tasks that have received B Task Sent View all tasks that have sent C Personal Tasks Personal Tasks can be thought of as a personal To Do List Personal Tasks are non specific and can not be seen by any other system users Your critical Personal tasks will be included in your Daily notification of Critical dates and can also be added to your Digital Dashboard via the Configure Dashboard button located in the right corner of the Digital Dashboard screen D Show Completed Cancelled Tasks Select to show or hide com
56. ite Project Level Ocean Ranch Attach Test 4 4 8 2008 Shea Properties Ocean Ranch Il P2 Project Level Ocean Ranch ll Status Report 040005 3 4 8 2008 5 Please type in the name of your new Survey Report If we were to follow the example from above we would call this Survey below Ocean Ranch Il Status Report amp the Current Date You also want to place check marks in the boxes to the right of your screen This will copy the information from the previous survey into your new one Then Click the Save button Survey P Create New Report gt Save and Confirm Please specify a name for the new Report and verify that this is what you wish to copy You are copying a report from an existing project any questions set to update project information will not do so until the section is edited and saved Name Ocean Ranch Il Status Report 04110 4 Copy the following information from this report v Authorities Contacts v Answers v Attachments PW lt Ocean Ranch Il Status Report 040808 Site Milestones 30 Questions Weekly Comments Issues 16 Questions Photographs 0 Questions 6 Your new Survey Report has been created Survey Create New Report Delete Report Web View lt lt 4 11 2008 Incomplete T Print View Draft 4 11 2008 7 To start updating your new Survey Report Click on Web View COPYING AN EXISTING SITE PHOTO SURVEY 8 Choose the Section you want to update by clicking
57. k history B Status Update the task status using the drop down box C Category Update the task category You can then filter by the task category in the project tasks area or when creating a task report D Priority Update the task priority level from Normal to High or Low This option is only available for the Recipient of the task and cannot be viewed by the sender or any other users E Due Date As the recipient of a task you will not be able to update the due date If you are in the update area as the sender of the task this will be an open text field TASKING FOR THE EXTERNAL USER COMPLETING A TASK Eamph History Tika Recd P Action hamama Action O71 Bluse Bay Rd Samnle Sample Action Task Open Pricetiy Mimma Asaga By Expeiba Eupport Remace 11s 2005 Coste giy KI Building 00 Alemania P3 Puimniar is Fian dis nud H Q Document Links Extring dommes ylin Expesiie Tham are Ad dtechnants Far lde secinn A Complete Click Complete button when you have completed the action requested in the task this will bring up the screen below where a response can be provided Your task will be changed to a complete status and hidden if you are not currently showing your completed tasks B Update Status Click Update to change the task status to Complete As the sender of the task you will also have the ability to change the task status to Cancel Task i
58. le directly from your computer Select Files for Uploading Look in B Desktop 4 fe ce EJ iTunes 3 cirix Program Neighborhood My Recent zl adobe Reader 7 0 B Domen E Adobe Acrabat 6 0 Standard amp my Network Places of My Computer Desktop my Documents My Documents My Computer mue My Network Files of type At Files Cancel Places Open as read only Recommendations for Posting Documents for Online Viewing Redlining Expesite incorporates a viewing application Brava created by Informative Graphics Corp to enable users to view and redline many document types online While every effort will be made to enable viewing and redlining of all posted documents some limitations may prevent online viewing Please use the recommendations below to ensure online viewing and redlining of your files These recommendations apply only to files posted for online viewing and redlining and not to files posted for exchange distribution Size Recommendations We recommend not posting files over 2MB 2 000K in size for viewing redlining Files over this size may take longer to view redline and download and in some cases may not be viewable online Image Files We recommend posting images as JPGs if at all possible as they are typically smaller and more com pressed than other images types but still retain quality This is the default file type from most digital cameras Drawing Files The following are recommended me
59. lick on My World and then My Tasks di TTT Add a nate My World My Reports Manage Search HELP My Desktop My Projects Dashboard Property Development Property Operational DV Start New Project i 5 ei Projectinfo Team Project History Project Tasks Survey Milestones Shea wres By EXpPES te Shea Test Site Property Level Project Home Unsubscribe 1 Shea Li dopo p ro l agd nim ay Repos Manage Search HELP e d My bats Pioba Dashbond gane vM yasi my Tasa J Ata Test Eie Property Lowel Prap rty Choaedapirmimi Pr per Opar lional DY El rt Hine Pr rl Lie i ii Project ore Unsubscriw MR Pest to Teom trame History Project Tee Survey Menton Gxpersat This will bring you to the tasking area CAD Add a note My World My Reports Manage Search HELI Shea Poweres y EXPES LE FOUUN Welcome Caren o Active and Inactive Projects are Viewable pref NewRFl 3 NewAction NewApprval je New RFP New PM Action J New Submittal Tasks Received Tasks Sent Personal Tasks Show Completed Show Cancelled Notify Others With Changes Status Type Due v Subject Description Tov Project New Action 8 1 2008 Off Site RPL stated that Vineyard amp Myrtle improvements are sched A Walsh Riverpark Property Level Action 10 31 2007 EIR Ann W to work w Crane re Addit
60. logging in for the first time If you have questions please call me at Construction Coordinator Regional Champion Training E Adding a New User to SheaBuild 8 Project Groups control what a person can see do on this project If Project Groups are role based you should only have to select one group to give the user necessary project access Company Groups control what a person can see do for this company If you do not provide a user with company access they will NOT have access to project reports Click Continue Logow tii Project Team Please choose the groups in which you wart the following users to belong E 10 Regional Construction Team 111 intemal Legal Team 112 internal Busness Associates 113 Leasing Team 314 SAC Property Mgmt Team 115 Peopesty Broker 116 Extemal Legal Team C 17 Aechtects ngneers 118 Constuction Design Consultants 119 Construction Vendors amp Suppliers 120 Bidding Contractors 121 General Contractors 122 Tenants 123 Tenants Consultants 9 Click Done to be taken back to the Team List Click Add to More Projects to add this person or people to additional projects Project Team P gt Success People added to Shea Test Site Project Level Name Employer Business Role Lennard Smith ABC Company Account Director Sanit Construction Coordinator Regional Champion Training IE Adding a New User to Sh
61. ls Action Items amp Submittals within SheaBuild 4 Once you have clicked on Tasking Report this page will come up We start by choosing the project we want our report for Click on Choose Projects first and type in project name to search for as seen below 9 TT Add a note My World My Reports Manage Search HELI Sa My Desktop My Projects Dashboard Logou Welcome Caren Active and Inactive Projects are Viewable pref 0 Task Types and Statuses Selected 0 Categories Selected Display Columns Project Attributes Selected Task Fields Selected m 2 ce Calculation Columns Selected 2 Total Columns Date Range OA Ospeiic G B Sort by Project Name v Ascending v Report Name Report Type Report 1 Private Only Viewable By You v D co Optimum Printing from Print View 8 1 2 x 11 landscape up to 11 columns 11 x 17 landscape up to 18 columns for optimum printing More than 21 columns may not print if wider columns are included More than 28 columns will not print 5 Select project and this moves project in to the selection box to the right Click the Continue button gt https www sheabuild com reporttype tasktt Type amp strPIDs amp ProjectTemplatelD amp st m iz Ed Search For Projects Name Shea Test Let Me Filter the Projects San Antonio De Padua c Pr
62. me in this format HTML contains images v Auto Notification of Critical Dates Do Not Send Auto Notifications Define Critical Other Preferences e Also M check Start with collapsed folders in the Documents area Hide Inactive Projects v View Each Document in a New Window Start with collapsed folders in the Documents area Subscriptions Edit Subscriptions Automatically subscribe to new projects Y Next we will Define Critical Do not automatically subscribe to new projects Show only subscribed projects in My Projects Continued on next page a Send e mail notifications to me from the System s email address vi Language Preferences English in U S v oD lt CONFIGURING YOUR DIGITAL DASHBOARD amp SETTING YOUR PERSONAL PREFERENCES Now click on Define Critical Preferences Microsoft Internet Explorer Sele Preferences Configure My Dashboard A Every time I logon go to Digital Dashboard New Activity v Send e mail to me in this format HTML contains images v Auto Notification of Critical Dates ee _ Do Not Send Auto Notifications v Define Critical X Other Preferences Hide Inactive Projects v View Each Document in a New Window Start with collapsed folders in the Documents area Subscriptions Automatically subscribe to n
63. nd then Click Save The system will ask if you want to Send and Notify or Continue Please Continue Do NOT Send and Notify at this point Site Milestones Sunay gt Ocean Ranch Il Status Report 041108 b Weekly Comments Issues CS WIL lt r Weekly Comments Issues CI 1 Weekly Comments or Issues for Discussion g a 1 Comment issue Need Final COO Meeting with Building Inspector Monday Mark as Complete qa COPYING AN EXISTING SITE PHOTO SURVEY 14 Choose the Section you want to update by clicking on it In this Example we are going to update photos Survey gt Ocean Ranch Il Status Report 041108 gt Choose Section Add to Dashboard 3g Add Edit Delete Sections amp Ocean Ranch Il Status Report 041108 Section Name Number of Questions Status Last Modified By Modified Date m Select Unselect All Pi Site Milestones A 30 Incomplete Suzan Prior 4 11 2008 mi VVeekly Comments Issues xg 16 Incomplete Suzan Prior 4 11 2008 Photographs G Incomplete Suzan Prior 4 11 2008 Check Out And Send To Another User 15 To update this Section Click on the Add Photos button Photographs v Photographs fonfoue Shcal Yopertic moa Questions amp Answers 16 Click on the Select button You can choose multiple files by holding down the control key and clicking with your mouse Then Click Open This moves the files in to the Upload Area Click Upload
64. net Explorer X EE File Edit Tools C9 sack Ge x Address Ex https Panem shieabr Google IG View Favorites Help Mail and Mews Pop up Blocker Manage Add ons Synchronize Windows Update asp Sun Java Console Internet Options SheaBuild com n s n v SHEABUILD OUICE TOUR TECHNICAL SUPPORT MORE ABOUT EXPESITE YOUR PC REQUIREMENTS BRAVA ACTIVEX DOWMLOAD HUPLOAD ACTIVEX DOWMLOAD LOGIN reote O b m E r Bookmarks FEES blocked T Check 7 Autelink f AutoFill Search Ea E J Mail my Yahoo Sign In powered by Cx pesite USERNAME Sd PASSWORD Forgot your User ID or Password Trusted Site Local intranet ees ers Internet Trusted sites This zone contains Web sites that you trust not to damage your computer or data Security level for this zone Custom Custom settings You will get the screen below click on the Security Tab next to General Tab then highlight Restricted sites Ta change the settings click Custom Level To use the recommended settings click Default Level Apply PC READINESS STEPS 3 Continued 3 Add our website to the add this website to the zone and then remove the check next to Hequire server verification https for all sites in this zone and then click on add and our website will drop down in the Web Sit
65. nt Remove Daniel Heras Altoon amp Porter Architects Architectural Team del in m Daniel Hoon HRP Studio Landscape Architect Taylor Jordan RBF Consulting CADD Engineer Dan King Huitt Zollars Inc Civil Engineer Dang Mai Carter Burgess Architects Architectural Team Dan Menghini g Shea Properties Construction PM Construction Coordinator Regional Champion Training Adding a New User to SheaBuild 4 If the person does not show up in the list you would click on Add New User Shea Test Site Project Level Project Team Search for D Name Employer Business Role New Team Members ME Allow login to project acy qc 5 Add the New User contact information and then click Continue Is this who you are looking for window will appear if you try and enter information for a user that has already been created in SheaBuild Click yes to have user added to New Team Member List E hitps Awww sheabuild com personid 296 Is this the E z leg Add New User Verify User Required Fields Project Team Add New Team Member gt Person Found First Name Lennard Last Name Smith Is this who you are looking for c Business Role Select One Name Chad Hill Dashboard Role Summary Role Project Manager Employer ABC Company Employer Expesite Business abc xoxx xxxx Department Address 278 N 5th St Columbus Ohio 43215 Email lennard smith abc com Language English in U S
66. o More Projects 7 A search screen will appear Type the name of the project you want to add your contact to A list of projects should appear Select the projects you want to add them to and it will move the project names over to the Project to Add dialog box to the right and then click Continue Team gt Add Team Member to Projects Search EDD OR Project Type Select One Project Name Projects to Add Search for the project above Team gt Add Team Member to Projects Back Search Shea Search OR Project Type Select One v Project Name Compan Projects to Add SA Seaside Clubhouse Project Level Shea Properties 2 Shea Test Site Building SA Seaside Leasing Bldg Project Level Shea Properties Shea Test Tenant Level San Antonio De Padua Project Level Shea Properties Shea Test Site Building Level Shea Properties Shea Test Tenant Level Shea Properties St Charles Borromeo Project Shea Properties St Columban Property Level Shea Properties St Francis of Assisi Property Level Shea Properties St Francis X Cabrini Property Level Shea Properties St John the Baptist Property Level Shea Properties St Lawrence Brindisi Project Level Shea Properties Remove St Mary s Academy Property Level Shea Properties St Pius Property Level Shea Properties Cancel coms St Polycarp Property Level Shea Properties St Thamac Drniart aval Sh
67. ocument to upload from your computer or network You can also drag and drop documents onto the file list from your computer not from the select box F Allow Reassignment By default tasks will be set to Allow Multiple Reassignments You can choose to limit or not allow reassignments by clicking the radio button to the left of your choice As the sender you will always be notified if the task is reassigned by the recipient G Send an External E mail Notification Check this box to notify the recipient via E mail that you have sent them a task TASK CONFIRMATION Pim ro mem fr je H Bari m E v E ers XT F r riei n Lat i ii Pr i dd iepa jen randa cur p dx oda sg B Lo inj Pama aka Ch E a rsi ie LJ s Lob Gma e T Atl arnt b y Yerli Mp Hapana Manage Gnome HELP Esen Pnam is paa Fesat emar EE i acm tmn Ai Tank P Minty Tas b Succeed Your notification was seu Ca em A You will be taken to the screen below when your task has been sent Click continue to be taken back to the page you created your task from TASKING FOR THE INTERNAL USER RECEIVING A NEW TASK ACCEPT OR DECLINE B mpk Hitnry Tasks Pacakad BE Mew Acton NEW Action 011 Blue Bay Rd samples Desznplin Sample Azlinri Task San MH Cer Gonetucton Pioi Mammal Assigned Eh Expisita Support Date Cue 11505006 Document Links Existing documents within Expesita Th
68. on New RFl s can be sent to one person on one specific project at a time 2 New Action Use this task as a general request for something to be done such as a design change meeting request etc Action tasks can be sent to one person across multiple projects 3 New Approval Use this task to request approval for a Design Document Construction Document Material Color Selection Payment Schedule Issue etc Approval tasks can be sent to multiple people on one specific project at a time 4 New RFP Reguest for Proposal Use this task for Professional Services Design Changes Change Orders etc RFP tasks can be sent to multiple people on one specific project at a time RFP tasks can also be sent to SheaBuild users who are not on the project 5 New PM Action Use this task to send a general request to the user set as PM in the Standard Project Informa tion area This task is identical to an Action Task other than it s automatic assignment to the PM role 6 New Submittal Use this task to log Material Samples Color Samples Shop Drawings or Product Literature New Submittals can be sent to one person on one specific project at a time TASKING FOR THE INTERNAL USER SEND A NEW TASK CHOOSE PEOPLE New Task P gt Action gt Choose People 5 Select Users Name Employer Business Role Janet Bonetto shea Properties Associate Blake Bunker Shea Properties Analyst Nicole Charon Shea Properties Construction Coordinator Bev
69. on it In this Example we are going to update the Site Milestones Survey B Ocean Ranch Il Status Report 041108 gt Choose Section Add to Dashboard 3g Add Edit Delete Sections amp Ocean Ranch Il Status Report 041108 Section Name Number of Questions Last Modified By Modified Date al Select Unselect All m Site Milestones 4 30 Incomplete Suzan Prior 4 11 2008 LI Weekly Comments Issues 16 Incomplete Suzan Prior 4 11 2008 Photographs A Incomplete Suzan Prior 4 11 2008 Check Out And Send To Another User 9 To update this Section Click on the Answer Questions button Soe Misuestanas Weekly Caommentvissues Bury B Orasa Ranch li Staus Ropon 110d amp Site Milestones Site Mileston es Chansiinna A Amnn 1 Phase 1 a Zcheduled Stat Date 21 08 b ZXrchmdulmd Curmapietinn Gate OTOM E Rieteed Completes Date 1 AReased Completion Data xplanalign 2 Pha 2 a Scheduled Stat Date 2 30 08 b Brhaduled Completion Data Sr 10 This is where you would type a revised date and an explanation for the change in your schedule Once you have finished updating you would scroll to the very bottom and Click on the Check Box next to Mark as Complete and then Click Save The system will ask if you want to Send and Notify or Continue Please Continue Do NOT Send and Notify at this point Weekly Commentsissues Euren F Ocean Ranch H Status Report 0411035 F Site Milestones a Vi
70. onfigure Dashboard button located in the right corner of the Digital Dashboard screen D Show Completed Cancelled Tasks Select to show or hide completed and cancelled tasks by checking or unchecking the boxes Notify Others With Changes When you Select Notify Others With Changes it gives you the option to notify others when you have updated added a new attachment or completed the task E Priority Status This shows the priority of your tasks low high and the status new completed declined cancelled Use the key at the top of the page to determine the priority or status If a task has no icon next to it its an open task of normal priority Tasks will stay in the New status until the recipient has accepted or declined the task F Task Type Click on the Task Type RFI or Action to open the task detail and view additional information EEE TASKING FOR THE INTERNAL USER Shea wj 7 My Desktop My Projects Dashboard wered By XPesite Tasks Received COE OE anc ans arc acre Tasks Received Tasks Sent Personal Tasks Show Completed Show Cancelled Low Priority High Priority w Completed X Canceled Description WC Policy Expires 11 24 07 Follow up with consultant a u ubject 10 24 2007 Robinson Hill Architecture ne w Action TL New RFl Request for Information Use this task to make a formal request for information primarily during bidding and construc ti
71. operties Property a Shea Test Site Project Property Level m Development a Seaside Apartments Property Property Level eee Development Shea Test Site Proiect Level Shea Properties Project Shea Test Site Property Property Level Shea Properties Development Shea Test Site Property Remove Property Level iii Operational DV St Charles Borromeo Property Cancel Property Level Shea Properties Development v St Lawrence Brindisi Km Property Construction Coordinator Regional Champion Training Loo SO Managing RFIs RFPs Approvals Action Items amp Submittals within SheaBuild 6 Now we are going to select the task type we want the report to be for Click on Select Task Types t 7777 Md a note My World My Reports Manage Search HELI TU 7 V ree Logou My Desktop My Projects Dashboard Welcome Caren Active and Inactive Projects are Viewable pref Tasking Reports gt Report Criteria Choose Projects Specific Projects Chosen Task Types Statuses and Categories eed 0 Task Types and Statuses Selected Seed Seed 0 Categories Selected Display Columns 1 Project Attributes Selected 1 Task Fields Selected 0 Calculation Columns Selected Back 2 Total Columns Date Range OI O Specific dv IB Sort by Project Name Ascending Report Name Report Type Report
72. orer Fie Edit wew Favorites Tools Help 2 xpesite Brava Activex Component Ilf you do not have this Activex Component you will be prompted to install it After it is installed you should see a picture of the beautiful Hawalan coastline H ub niek 5s wealc a i Testing e DIT E du Is a eee EE EI suem SE Li 5 L x AD Internet PC READINESS STEP 1 Continued If you are having difficulties with installation here are some trouble shooting tips Trouble Shooting Required Permissions The Braval Client is a signed ActiveX control In order for an end user to install the client control their Internet Explorer browser needs to be configured to accept signed ActiveX controls and must be enabled to run ActiveX controls Select the Custom Level option from the Internet Explorer Options Security tab to view the various IE security settings The end user must also have the appropriate permissions to download and install the control By default most versions of Window s come with the Standard User and Restricted User roles user assigned to a group with the Standard User permission set will be able to install the Braval Client control however an end user with Just the Restricted User role will not To see what type of an account a user has 1 From the Control Panel double click Users and Passwords User Accounts in Windows XP 2 Select the user account and click the Pro
73. ort Name Report Type Report 1 Private Only Viewable By You Choose Schedule EM Single Date CI Show A Single Date For Each Milestone Construction Coordinator Regional Champion Training Creating a Project Milestone Report within SheaBuild 8 You will notice that the project selected is now showing on the right hand side of the screen We then will want to select some project attributes 77 77 Ad a note My World My Reports Manage Search HELI a 7 My Desktop My Projects Dashboard Welcome Caren Active and Inactive Projects are Viewable pref Milestone Reports gt Report Criteria Report Criteria Step 1 Limit Projects Pune Project is CV Clubhouse And Or Budget Line Items 1 Select Budget Template b 2 Select Line Items to Display Step 2 Diss STETIT ee 2 Selected 9 Selected 0 Selected 14 Total Columns Step G Sort by Project Name Then By Select One Ascending Y lt Ascending Y Step a Report Name Report Type Type name of report here Private Only Viewable By You Y Choose Schedule Both Single Date CI Show A Single Date For Each Milestone Select Attributes My Repora Select Attributes 9 A list of project information attributes will come up Select KESEN what you want to see on your report C ey Poet tn Hote Execut
74. ou select the folder in this example selected Site Plans You will see the actual folder selected on the right hand side B 03 Site Plans At this point if you have the ability to perform uploads you will see the button Upload between New Folder and Delete Folder If you do not see the Upload button then you do not have the ability to upload into this particular folder and you will need to contact the project manager to have them give you access Riverpark Property Level Design Mgt Property RARE Proiectinfo Team ProjectHistory Project Documents gt B Plans Development lt Novi SummaryRepori ge AddtoDashboard ge NewFolder 4x Upload e Updatefolder m a B Plans Development I Download Folder y Documents 0 Please select another folder from the left A Site Analysis Market Data p EH amp g B Plans Development The B Plans Development folder contains no documents p B 01 Conceptual D i B02 Schematic D H B 03 Site Plans 6 gp B 04 Elevations D Documents Uploading into SheaBuild 9 If you do have the Upload button once you click on it you will see the screen below Click on the Select button Upload Files gt Select Files B 03 Site Plans Please select the files for upload or drag and drop them onto the listbox Flos Sie Select Folder Upload 4 You will get the screen below that will allow you to locate the fi
75. oundry amp Topo Survey Rough Grading Construction Doc s Start Rough Grading Plan Permit Submittal Rough Grading Plan Re Submittal 1 Rough Grading Plan Re Submittal 2 Rough Grading Bid Docs Out Rough Grading Bid Docs Due Rough Grading Permit Received Rough Grading Construction Start Rough Grading Construction Complete Civil Grading Plan Submitted Civil Grading Plan Approved Haul Route Hearing Submitted to Architect Project Complete Construction Coordinator Regional Champion Training Managing Project Milestones within SheaBuild 3 To assign the person responsible and assign a proposed due date you would click on Update Shea Test Site Project Level Milestones Revised Actual Construction Docs Start Unassigned Construction Docs Budget Update Unassigned Construction Docs Complete Unassigned Geo Tech Rpt to City Grading Div Submittal Unassigned Geo Tech Rpt to City Grading Div Approved Unassigned 4 This is where you would fill in proposed schedule dates and assigned person responsible To assign a proposed date click on the calendar icon A calendar will appear and all you need to do is select a date To assign the Milestone click on the drop down list and select person responsible Shea Test Site Project Level Milestones gt Update Dates Indicates Date is Required Auto Complete Dates Milestone Proposed Revised Construction Docs Start T Construction Docs Budget Up
76. perties button 3 In the Properties dialog select the Group Membership tab for the user s group To allow an end user to install the Brava Client ActiveX control a couple of alternatives are Set the end users Group Membership to one that has the appropriate rights I e the Power User s Group This is set from the Group Membership panel described in the preceding paragraph user with sufficient rights can install the control on the restricted user s machine This can be accomplished by copying over the entire ClientlnstallScript directory located under the Brava Client install directory to the end user s machine and then running the BravaGlientInstall bat scnpt located in the copied directory Once executed an end user who only has Restricted User nghts will be able to execute the Braval Client control See the README txt file in the ClientlnstallScript directory for more information user with appropriate rights can log on to the end user s machine and hit a sample page that references the Braval Client control nce this has been successfully downloaded by this power user the restricted user will be able to use the Brava control on the machine Please contact support ex esite com if you encounter other difficulties XUpload Installation Guide PC READINESS STEP 2 1 You may need to download the Xupload ActiveX component needed to upload download To do this navigate to http www sheabuild com but do
77. pleted and cancelled tasks by checking or unchecking the boxes Notify Others With Changes When you Select Notify Others With Changes it gives you the option to notify others when you have updated added a new attachment or completed the task E Priority Status This shows the priority of your tasks low high and the status new completed declined cancelled Use the key at the top of the page to determine the priority or status If a task has no icon next to it it s an open task of normal priority Tasks will stay in the New status until the recipient has accepted or declined the task F Task Type Click on the Task Type RFI or Action to open the task detail and view additional information pp TASKING FOR THE EXTERNAL USER Project Tasks Category Show Completed Show Cancelled Notify Others With Changes Type Category Due Subject Description Vv RFP 1 OTHER 8 16 2007 Q Building Please review the linked and bid C Nims S Prior v RFP 1 OTHER 8 16 2007 Q Building Please review the linked and bid S Prior S Prior TL New RFl Request for Information Use this task to make a formal request for information primarily during bidding and construc tion New RFl s can be sent to one person on one specific project at a time 2 New Action Use this task as a general request for something to be done such as a design change meeting request etc Action tasks can be sent to one person across multiple proje
78. report Your report can be Private only viewable by you or you can make it public so that others on your team can view it as well Click Save and View Report Criteria Choose Projects Specific Projects Chosen Task Types Statuses and Categories Task Types and Statuses Selected 0 Categories Selected Display Columns Project Attributes Selected 9 Task Fields Selected 0 Calculation Columns Selected Total Columns Date Range OA Ospecic GD Sort by Project Name Report Name Report Type Type Report Name Here Private Only Viewable By You 11 Here is what my RFI report looks like You can print it send it as a pdf etc You can create this report for RFP s Approvals Submittals and Action Items as well Task Reports Type Report Name Here Open Projects in new Window Task Types RFI 15 Tasks 8 5 2008 IM OM MM MMM UMM M MM M MM A AAMM MD MMOUUMMMSXOMM MDMA MMAA MXX G TaskType Category Status Subject Request Description Response Due Completed Assigned To Assigned By Project Name RF 1 CIVIL Completed General Requirements Test done 9 3 07 9 13 07 E Keicher S Prior Shea Test Site Project Clarification Level RFI2 FIRE PROTECTION Completed Fire and Smoke Protection Test Done Testing Emily don t complete yours so we c
79. ritical Screen jpg Documents C Job Description itj Preferences screen jpg LOGIN INFO El Sample Photo jpg Milestone Summaries Desktop Riverpark Specs 5E CONTACTS 50Ps Cy Standard Notifications Cy Supplies E L Training Cj Training Documents Mu Documents My Computer a File name Sample Photo jpg My Network Files of type Images ipa Cancel Places Open as read only 7 Choose your photos You can choose more than one by holding down the Control key once you have finished you selection you will Click on Open CREATING A PHOTO SURVEY Uplaad Photos R Size 104KB Lu a caren StuFPFiDev Coordinator Shea Build sample Photo jpg 105 873 bytes c TD D 8 Click Upload Survey B Test Report gt Photographs cc gg Check Spelling Photographs configure N You can add a description of your photo herel ww oreste Product Tevek SAMPLE PHOTO Full Size Image Description Mark as Complete 9 For each photo uploaded you can add a description in the text box to the left of the photo Once you have entered all of your descriptions click on Mark as Complete and Save CREATING A PHOTO SURVEY Survey P Test Report gt Photographs Your changes to the Photographs section have been successfully Shear iperties Sa V e d You have marked this section as complete This makes the entire report complete If you would like to notify
80. samples Desznplin Sample Azlinri Task San MH Cer Gonetucton Pioi Mammal Assigned Eh Expisita Support Date Cue 11505006 Document Links Existing documents within Expesita There are no stlachmenis for h secon A Accept Click Accept to accept responsibility for completing the task this will change the task from a New status to an Open status This does not complete the task the purpose of accepting is for the Recipient to let the sender know they have reviewed the task and will complete it by the requested due date Decline Click Decline to let the sender know you will not be accepting responsibility for completing this task Some reasons for declining a task insufficient information unreasonable due date or incorrect assignment When a task is declined the sender will have the ability to easily update the task or forward to another party B Accept Decline Comments Accepting or Declining a task will take you to the screen above where you will be asked for comments These comments will be sent to the sender in an automatic E mail notification and will also be added to the history for the task C Mark as Complete when Accepting Check this box if you have already completed the task at the time of accepting If you need to attached documents as part of completing the task you must accept the task without checking this box add your attachment and then complete the task D Attachments You can view attach
81. separate task will be created for each user or project selected TASKING FOR THE INTERNAL USER SEND A NEW TASK ENTER TASK INFORMATION Action Caren Nims Projects Shea Test Site Project Level Cc Document Links Existing documents within the em Cp lt Remove Al Upload PSE mete Select files or drag and drop them onto the box Ma a ETT eL Remove All Do Not Allow Reassignment Allow One Reassignment Allow Multiple Reassignments Cr Ca A Tasks Fields Fill in the task information denotes a required field B Category Update the task category You can then filter by the task category in the project tasks area or when creating a report Shea Properties uses the following categories for all RFl s please select either SITE or BUILDING when doing an RFI C Description This is where you would outline what you want done for the person you are sending the task to Send an external e mail notification CP c Continued on next page TASKING FOR THE INTERNAL USER SEND A NEW TASK ENTER TASK INFORMATION D Document Links Add links to documents that are currently posted to a folder under the Document Tab for this Project Clicking Select will bring up the folder structure click on the folder name to view all documents within and click document name to create link E Attachments Attach documents from your computer to provide additional information Click Select to search for a d
82. smitting information Shea Properties and Expesite cannot be responsible for the accuracy or secunty of this message or its content 5 Type your message and Send and Copy to History CREATING A PHOTO SURVEY Documents Projectinfo Team Project History Project Tasks Milestones ij 1 Make sure you are in the appropriate level within SheaBuild Property Project Building Tenant and click on Survey Survey S i rrr 2 Click on Create New Report Sutvey Bb Create New Report pi Create Photo Fiport DoltNow Choose this option if you wish to Create a Mew Photo Report 3 Click on Do It Now Survey P Create Mew Report gt Save and Confirm Please specify a name for the new Report Report Name Section Name Photographs CT 4 Name your Report and Click on Save CREATING A PHOTO SURVEY Survey gt Test Report P gt Photographs d Photographs maman n Questions amp Answers 5 Click on Add Photos Upload Photos ED CD Having problems Click here to try an alternate method for posting Contact suppartit expesite cam if you continue to have problems 6 Click on Select Select Files for Uploading Look in C3 Shea Build amp t E Es e izi Folder Structure L Training Schedule 4 zi Forms Configure Dashboard Screen jpg My Recent GUIDELINES Define C
83. t of the screen Add Users ta Test Group Name Employer Business Role Select All Jonathan Alpet Shea Properties Associate Janet Bonetta shea Properties Associate Blake Bunker shea Properties Analyst Nicole Charon shea Properties Construction Coordinator Beverly Curtin shea Properties Administrative Assistant Nassib Farhat YCC Construction Company Project Manager Yuri Jagrine Expesite Associate Emily Kercher shea Properties Project Manager Chris Kopena Expesite Associate Caren Mims shea Properties Construction Coordinator Suzan Prior shea Properties Manager of Project Coordination Expesite Support Expesite Technical Suppart lt gt cs 6 This is where you can click and select the individuals that make up your specific team Once you have selected everyone you want click the Save button HOW TO ADD OR EDIT NOTIFICATION GROUPS ADDING A NOTIFICATION GROUP Notification Groups J Add Notification Group Private Public of Users Test Group Private 2 7 Click the Close button SENDING A NOTIFICATION TO A GROUP Documents Project Info Bref Project History Project Tasks Survey Milestones 1 Make sure you are in the appropriate level within SheaBuild Property Project Building Tenant and click on Team Shea Test Site Project Level Project Start Mew Project Project Home Documents Projectinfo SESW Project History Project Tasks Survey Milestor shea T
84. ters to select the Oce TCS500PS Then you can select paper size and source Source should be left on Automatically Select You will need to select orientation portrait or landscape After you have selected printer paper size source and orientation click Ok Print Setup F Printer Oaverld solee TCS500 PS General Printer Setup Printer M ame S Latus Type Where Comment waver Nice TCS500 PS Ready ce TCS500 PS 10 192 100 158 T C5500 Source Automatically Select bul im 4 Click on Print r Onentation Properties f Portrait Landscape 7 r Preview Actual Size Current Scaling Rotated for Best Fit 36 00 46 00 units Fit to Page Scaled Output 11 30 15 07 in Paper Size 11 69 x 16 54 in PVN YT TN li piu Lop i prm A E TTE APR EARS L AIL BUN Printer r Preview Mavors Oce TCS500 PS l Actual Size 46 00 s 36 00 units Curent Scaling Fit ta Page General zle Print Range i All Pages C Curent Page Pages From m3 To fi C Current View r Options Number of Copies Print we mn ee Hotate for Best Fit Prnt changemark Information ptimize for PD
85. thods for posting drawing files DWF Drawing Web Format Very small files well suited for the web however True Type Fonts will be substituted PLT created with standard HP Driver HP750C PLT files generated with a different driver may not view correctly DWG DGN bind X REFs or Merge into Master before posting If X REFs are not bound they will not display in the drawing PDF Please Note Because of the many variations possible in drawing files and plot files some configurations may pre vent a document from being viewed with Brava Non Standard Fonts If expesite does not have a specific font in its system this font will be replaced with another similar font when the document is viewed If this replacement is not acceptable send your non standard fonts to expe site support Support expesite com to be incorporated into the viewing system Supported File Types Extensions Drawings Images Spreadsheets Office Docs Other Types plt bmp xls doc pdf cal jpg XIt dot txt dgn tif rtf dsn gif ppt dwg cgm pps dwf mpp dxf mpt edc edm cmi New File Types If you have a file type that is not on the Supported File Types list above please contact support Qexpesite com We will attempt to configure our servers to view any new file types requested however viewing may not be possible in some cases IES TASKING FOR THE EXTERNAL USER For External User s to access the tasking area they will first need to c
86. uilding CB p iiach qu ub i Wu Docunmant Links Existing documentg within Expesite D Create Lisk Tham aie no atipchmanba irihia sgclin A Update Click Update to change task including the task status to complete B Attach Click Attach button to bring up a screen where additional documents can be uploaded to this task C Existing Attachments Click on the Document name to view using Brava Online viewer Folder Icon Click here to download a copy of the document to your PC Disk Icon Click here to copy this document to a folder in the Documents Module X Icon Click here to remove this document from the task D Create Links Click Create Link to reference documents that are currently posted to a folder in the Document Work Center for this project This will bring up a window with the folder structure click on the folder name to view all documents within and click on any document name to create link TASKING FOR THE EXTERNAL USER OPEN TASK UPDATING DETAIL a EO SIICHEM EFI I8 0M E ETT Task Ream F Actin amp Vp Datail A a Suht Sample ln Deecrptiar Semple etim Teak e dy Select One i Friniy Moral Care Sir ft Buidrg n lm Amsigred hy Epei Suppor E Peri Melik 128200 hag Tha saikr of fik Dara wl Des ered of changes Eo Eia hares OF this teak A Subject Description Edit the task subject or description any changes made will be automatically tracked in the tas
87. wo Astending Step 4 Report Name Report Type Type name of report here Pirate Oniy Virwable Ey You wv Choose Schedule Bah m T Single Date D Show A Singe Date For Each Milestone 11 A list of project milestones will come up Select what you want to see on your report https www sheabuild com Project remplateIlD 772 IB x Select Milestones My Reports gt Select Milestones Milestones Select Al Construction Docs Start Construction Docs Budget Update Construction Docs Complete Geo Tech Rot to City Grading Div Submittal Geo Tech Rot to City Grading Div Approved F Civil Boundry amp Topo Survey Submitted to Architect Roug Roug Roug Roug Roug Roug Roug Roug h Grading Construction Doc s Start h Grading Plan Permit Submittal h Grading Plan Re Submittal 1 h Grading Plan Re Submittal 2 h Grading Bid Docs Out h Grading Bid Docs Due h Grading Permit Received h Grading Construction Start gt cs Construction Coordinator Regional Champion Training E S Creating a Project Milestone Report within SheaBuild 12 You have different options to Sort by You can type in the name of the report and you can make it private only you can see or public everyone can see Save and View your report d TTT Acid a note My World My
88. your computer not from the select box F Allow Reassignment By default tasks will be set to Allow Multiple Reassignments You can choose to limit or not allow reassignments by clicking the radio button to the left of your choice As the sender you will always be notified if the task is reassigned by the recipient G Send an External E mail Notification Check this box to notify the recipient via E mail that you have sent them a task Click on Send if you only want to Send to the person assigned the task person Click on Send and Notify if you want to notify that person and others See previous page for picture If you click on Send and Notify the Notify Team screen will appear and you may select other people to notify of the task A z Add acme ity Wierd kdy Hapata llanage Search HI Biy Deis biye Dauhtcaw l i HF eee ee Miz ERE fo rrin as Hei i m z f po mh YI feres gn ae M M dod P ata corel modb aep agi ae eds ime g B l Bimi uj enis miz sie hand ron ME Ba Sim pr C MM ME Pratis ERE ann mn Your notification was sen Ca A You will be taken to the screen below when your task has been sent Click continue to be taken back to the page you created your task from TASKING FOR THE EXTERNAL USER RECEIVING A NEW TASK ACCEPT OR DECLINE B mpk Hitnry Tasks Pacakad BE Mew Acton NEW Action 011 Blue Bay Rd

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