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Continuous coordination from Clash to Invoice Management

In this five-part blog series leading up to Groundbreak, we will highlight the most powerful cross-application workflows that are dependent upon having a single, open, and extendible platform.

In this second post of the five-part series, we will explain how connecting the clash management process to project management reduces the number of RFI’s during the construction phase, resulting in thousands of dollars saved before the ground is even broken. An issue can be documented quickly starting as a coordination issue, easily elevated to an RFI, then to a change order, and finally updating the budget.

Below, we highlight the following workflow in Procore:
Coordination Issue - RFI - Drawings - Change Order - Budget - Invoice

Procore brings the Virtual Design and Construction (VDC), design, project management, and field teams together in one connected platform.

Procore's Coordination Issues tool allows you to log clashes and assign them to collaborators within Procore. Issues are tracked and managed within a dashboard, which keeps the entire project team up to date on the status of all clashes organized by assignee, status and location. Since Procore is cloud-based, anyone can view clash snapshots and issue context without having to work in complicated modeling software.

The field team is brought into the conversation and more deeply involved in the coordination process with Procore’s mention functionality – made possible with the “@” symbol. Trades can comment with an updated snapshot of the current state of their native model so VDC Managers are informed if the issue is resolved – even if they aren't seeing this updated change to the master federated model. Once a clash is resolved by the responsible party, it will be closed out in Procore so the team can continuously improve the model instead of waiting for a weekly coordination meeting.

Coordination Issues and RFI's can be linked to the Procore Drawing tool directly, offering visibility to the project team throughout the course of the project. The items affecting cost or schedule are then seamlessly connected to Procore Project Financials via the Change Events tool. Once the RFQ's are shared and costs are gathered and approved, change orders can be issued to affect contracts both downstream for specialty contractors and vendors as well as upstream for GCs and owners. With all of Procore's financial tools being connected, these change orders will affect the budget against the appropriate line items and can be easily billed via the Invoice Management tool.

Come see in person how Procore’s Virtual Design and Construction products help bridge the gap between the office and the field by visiting us at the Product Pavilion during Groundbreak.

Priscilla Vidal

Priscilla Vidal

Priscilla Vidal is a technology enthusiast, who for 10+ years has specialized in bringing to market SaaS products that put people first by collaborating with industry champions.

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