CIPAce Help

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• Getting Started with CIPAce
• Introduction
  • System Overview
  • Navigating CIPAce
  • Logging onto CIPAce
• Basic Setup
  • Cycles
    • Add Cycle
    • Browse Cycles
    • Cycle Management
  • Scenarios
    • Add Scenario
    • Browse Scenarios
    • Scenario Management
  • Currencies
    • Currency Management
    • Actual Exchange Rates
      • Add Actual Exchange Rate
      • Browse Actual Exchange Rates
      • Edit Actual Exchange Rate
      • Import Actual Exchange Rates
      • Export Actual Exchange Rates
    • Projected Exchange Rate Sets
      • Add Projected Exchange Rate Set
      • Browse Projected Exchange Rate Sets
      • Copy Projected Exchange Rate Set
      • Edit Projected Exchange Rate Set
      • Import Projected Exchange Rates
      • Export Projected Exchange Rates
  • Roles
    • Add Role
    • Browse Roles
    • Role Management
  • Users
    • Add User
    • Browse Users
    • User Management
    • View User Logs
    • Batch Update User Workspace
  • Domain Accounts
    • Browse Domain Accounts
    • Import Domain Accounts
• Advanced Setup
  • Application Settings
    • Configure Application Settings
    • Configure Customer Profile
    • Configure Database Configuration Authentication
    • Configure GIS Server
    • Configure Report Server
    • Configure Project Server
    • Configure OLAP Connection
    • Configure Laserfiche Server
    • Configure Domains
      • Browse Domains
      • Add Domain
      • Domain Management
    • Configure Multiple Language
  • Licenses
    • View System Licenses
    • Browse License Users
  • Metadata
    • Browse Entities
    • Browse Attributes
    • Add Attribute
    • Edit Attribute
    • Browse Many-to-One Relationships
    • Edit Many-to-One Relationship
    • Browse Many-to-Many Relationships
    • Edit Many-to-Many Relationship
    • Browse Forms
    • Edit Form
    • Browse Views
    • Edit View
    • Manage Picklists
    • Add Custom Entity
    • Manage Custom Entity
  • Dropdown Lists
    • Intents
      • Browse Intents
      • Add Intent
      • Intent Management
    • Project Types
      • Browse Project Types
      • Add Project Type
      • Project Type Management
    • Department Ranking Priorities
      • Browse Department Ranking Priorities
      • Add Department Ranking Priorities
      • Department Ranking Priorities Management
    • Departments
      • Browse Departments
      • Add Department
      • Department Management
    • Service Departments
      • Browse Service Departments
      • Add Service Department
      • Service Department Management
    • Programs
      • Browse Programs
      • Add Program
      • Program Management
        • Program Sort Order Management
    • Subprograms
      • Browse Subprograms
      • Add Subprogram
      • Subprogram Management
    • Districts
      • Browse Districts
      • Add District
      • District Management
    • Vendor Types
      • Browse Vendor Types
      • Add Vendor Type
      • Vendor Type Management
    • Project Implementation Statuses
      • Browse Project Implementation Statuses
      • Add Project Implementation Status
      • Manage Project Implementation Status
    • Risk Statuses
      • Browse Risk Statuses
      • Add Risk Status
      • Risk Status Management
    • Risk Types
      • Browse Risk Types
      • Add Risk Type
      • Risk Type Management
    • Issue Statuses
      • Browse Issue Statuses
      • Add Issue Status
      • Issue Status Management
    • Issue Types
      • Browse Issue Types
      • Add Issue Type
      • Issue Type Management
    • Issue Priorities
      • Browse Issue Priorities
      • Add Issue Priority
      • Issue Priority Management
    • Project Task Status Options
      • Project Overall Task Status
        • Browse Project Overall Task Statuses
        • Add Project Overall Task Status
        • Project Overall Task Status Management
    • Project Progress Statuses
      • Browse Project Progress Statuses
      • Add Project Progress Status
      • Project Progress Status Management
    • Status Management
    • SOV Items
    • Units
  • Classifications
    • Manage Classifications
    • Deploy Classifications
    • Classification-Entity Associations
      • Add Classification-Entity Association
      • Browse Classification-Entity Associations
      • Edit Classification-Entity Association
      • Classification-Entity Association on Entity Form
  • Smart Texts
    • Browse Smart Texts
    • Smart Text Management
  • System Calendars
    • Browse System Calendars
    • Calendar Setting
  • Access Control
    • Add Program Access Control Rule
    • Manage Program Access Control Rules
    • Program Access Control Rule Management
    • Configure Data Access Rights Control
    • Add Data Access Control Rule
    • Manage Data Access Control Rules
    • Data Access Control Rule Management
    • Search Access Rights
• Workspace
  • My Dashboard
    • View My Dashboard
    • Configure Tab Page
    • Configure Section
    • Configure Workbox
      • Manage Data Workbox
      • Manage Report Workbox
      • Manage Favorite Links Workbox
      • Manage Workflow Tasks Workbox
      • Manage Inbox/Outbox Workbox
      • Manage Embedded Webpage Workbox
      • Manage Advanced Analytics Report Workbox
    • Load Tab Page from Template or My Dashboard View
    • Dashboard Profile Template
      • Add Dashboard Profile Template
      • Browse Dashboard Profile Templates
      • Copy Dashboard Profile Template
      • Manage Dashboard Profile Template General Information
      • Manage Dashboard Profile Template
      • Clear User Dashboard Pages
    • Dashboard Workbox Template
      • Add Dashboard Workbox Template
      • Browse Dashboard Workbox Templates
      • Manage Dashboard Workbox Template General Information
      • Manage Dashboard Workbox Template
  • My Cycle & Scenario
  • My Account
  • My Workflow Tasks
  • My Notifications
    • My Notification Inbox
    • My Notification Outbox
    • My Notification Detail
• Proposals
  • Add Public Proposal
  • Add Staff Proposal
  • Browse Proposals
  • Manage Proposal
    • Public Proposal General Information
    • Staff Proposal General Information
    • Forecast Costs for Staff Proposal
    • Manage Proposal Documents
    • Link Project to Proposal
    • Browse Linked Projects to Proposal
• Projects
  • Import Project
    • Create Projects from Historical Plan
    • Create Project by Proposal
  • Add Project
  • Browse Projects
  • Manage Project
    • Manage Planning Project
    • Manage Implementation Project
    • Planning Project General
    • Implementation Project General
    • Project Scoping
    • Project Ranking
    • Project Filtering
    • Project Fund Sources
    • Project Funding Allocation
    • Project Hierarchy Structure
    • View Project Financial
    • Manage Project Resources
    • Manage Project Statuses
    • Manage Project Timesheets
    • Manage Project Schedule
      • Schedules
        • Add Schedule
        • Edit Schedule General
        • Schedule Gantt Chart
        • Master & Sub Schedule Gantt Charts
        • Manage Schedule Calendar
      • Tasks
        • Add Task
        • Edit Task
        • Reschedule Tasks
        • Filter Task
        • Browse Tasks
      • Schedule Templates
        • Save Schedule as Template
        • Browse Schedule Templates
        • Edit Schedule Template
        • Load from Schedule Template
      • Schedule Baselines
        • Save Schedule as Baseline
        • Manage Schedule Baselines
      • Import Schedule from MS Project
      • Export Schedule to MS Project
      • Import Schedule from Primavera
      • Export Schedule to Primavera
      • Import & Export Schedule by Excel
      • Schedule Reports
    • Manage Project Calendars
    • Manage Project Submittals
    • Manage Project Solicitations
    • Manage Project Contracts
    • Manage Project Budgets
    • Manage Project Budget Amendment Requests
    • Manage Project POs
    • Manage Project Invoices
    • Manage Project RFPs
    • Manage Project CORs
    • Manage Project COs
    • Manage Project Inspection Reports
    • Manage Project Meeting Minutes
    • Configure MS Project Settings
    • Manage Project Documents
      • Manage Project Document Folder Structure
      • Configure Document Template for Project
    • Manage Project Risks
    • Manage Project Assets
      • Link Assets to Project
      • Manage Linked Assets
    • Configure Project Settings
    • Closeout Project
    • Manage Project Emails
    • Manage Project Locations
    • Manage Project Conflicts
• Funding
  • Fund Group
    • Add Fund Group
    • Browse Fund Groups
    • Manage Fund Group
      • Edit Fund Group General Information
      • Manage Fund Group Revenues
      • Browse Fund Group Comments
      • Add Group Comment
      • Group Comment Management
    • Manage Fund Group Sort Order
  • Funds
    • Add Fund
    • Browse Funds
    • Manage Fund
      • Edit Fund General Information Management
      • Fund Revenue Forecast
        • Fund Revenue Templates
          • Add Fund Revenue Template
          • Browse Fund Revenue Templates
          • Edit Fund Revenue Template
        • Configure Fund Revenue Forecast
        • Forecast Fund Revenue Online
        • View Fund Revenue Forecast in Excel History
      • Fund Actual Revenue
        • Browse Fund Actual Revenues
        • Add Fund Actual Revenue
        • Edit Fund Actual Revenue
      • View Fund Financial
      • Fund Document
    • Adjust Fund Estimates
• Project Planning
  • Scoping
    • Scoping Configuration
      • Batch Default Scoping Scenario Setup
      • Configure Project Scoping Scenarios
      • Manage Scoping Areas
      • Financial Scoping Template
        • Browse Financial Scoping Templates
        • Add Financial Scoping Template
        • Financial Scoping Template Management
      • Configure Scoping Template
        • Modify Financial Scoping Template
    • Scoping Assignment
      • Assign Projects to Scope
      • Manage Project Assignment
    • Scoping Process
      • Conduct Project Scoping
        • Scope Projects in Bulk
      • Financial Scoping
        • Scope Online
        • Import Scoping Data
        • Copy Cost Estimate from another Project
        • Adjust Project Cost Estimates
    • Financial Scoping Type
      • Add Financial Scoping Type
      • Browse Financial Scoping Types
      • Edit Financial Scoping Type
  • Spending Curve
    • Spending Curve Template
      • Browse Spending Curve Templates
      • Add Spending Curve Template
      • Edit Spending Curve Template
    • Spending Curve for Scoping
      • Define Spending Curve
      • Add New Schedule for Spending Curve
      • Configure Spending Curve Template
  • Ranking
    • Ranking Configuration
      • Score Structure Template
        • Browse Score Structure Templates
        • Add Score Structure Template
        • Score Structure Template Management
      • Ranking Criteria Template
        • Browse Ranking Criteria Templates
        • Add Ranking Criteria Template
        • Ranking Criteria Template Management
      • Advanced Ranking Criteria Template
        • Browse Advanced Ranking Criteria Templates
        • Add Advanced Ranking Criteria Template
        • Advanced Ranking Criteria Template Management
        • Edit Criteria
    • Ranking Phase
      • Browse Ranking Phases
      • Add Ranking Phase
      • Ranking Phase Management
        • Ranking Criteria
    • Ranking Assignment
      • Ranking Assignment Management
      • Initiate Ranking Assignment Process
    • Rank Projects
      • Default Mode
      • Mass Input Mode
    • View Ranking Result
      • Rank Result Management
      • View Project Ranking Detail
  • Filtering
    • Filtering Phase
      • Add Filtering Phase
      • Browse Filtering Phases
      • Filtering Phase Management
    • Project Filtering Process
    • Manual Filtering Management
    • Add Additional Projects to Filtering Phase
  • Funding Allocation
    • Select Project for Fund Group
    • Funding Allocation by Fund Group
    • Select Project for Fund
    • Funding Allocation by Fund
    • Funding Allocation by Project
    • Funding Allocation Detail
    • Check Funding Usage
• Project Implementation
  • Assets
    • Asset
      • Add Asset
      • Browse Assets
      • Asset Information Management
      • Asset Work Order Maintenance
      • View Asset Associate Projects
      • Associated Invoice Line Items
    • Work Order
      • Add Work Order
      • Browse Work Orders
      • Update Work Order
      • Browse Work Order History
  • Vendors
    • Add Vendor
    • Browse Vendors
    • Manage Vendor
      • Manage Vendor General Information
      • Manage Vendor Resources
      • Manage Vendor Users
      • Manage Vendor Documents
  • Project Statuses
    • Add Project Status
    • Add Multiple Project Statuses
    • Browse Project Statuses
    • Project Status Management
  • Resources
    • Add Resource
    • Browse Resources
    • Manage Resource
      • Edit Resource General Information
      • View Resource Schedule
      • Manage Resource Timesheets
      • Manage Resource Documents
    • Assign Resources to Projects or Contracts
    • Browse Assigned Resources
  • Timesheets
    • Add Timesheet
    • Enter Batch Timesheets
    • Browse Timesheets
    • Timesheet Management
  • Risks
    • Add Risk
    • Browse Risks
    • Update Risk
    • Manage Risk Documents
  • Issues
    • Add Issue
    • Browse Issues
    • Edit Issue
• Solicitations
  • Add Solicitation
  • Browse Solicitations
  • Manage Solicitation
    • Manage Solicitation General
    • Manage Solicitation Questions
    • Manage Solicitation Question Templates
      • Add Solicitation Question Template
      • Edit Solicitation Question Template
    • Manage Solicitation Quotes
    • Manage Solicitation Bidders
      • Add Solicitation Bidder
      • Edit Solicitation Bidder
    • Manage Solicitation Evaluators
      • Add Solicitation Evaluator
      • Edit Solicitation Evaluator
    • Manage Solicitation Responses
      • Add Solicitation Response
      • Edit Solicitation Response
    • Manage Solicitation Resources
    • Manage Solicitation Schedules
    • Manage Solicitation Calendars
    • Manage Solicitation Documents
    • Manage Solicitation Settings
• Contracts
  • Add Contract
  • Browse Contracts
  • SOV Template
    • Configure SOV Items
    • Add SOV Template
    • Browse SOV Templates
    • Edit SOV Template
  • Manage Contract
    • Edit Contract General Information
    • Manage Contract Line Items
      • Full Screen Mode
      • Popup Edit Mode
    • Manage Contract Splitting Line Items
    • Manage Contract Max-Min Labor Charge Rate
    • View Contract Financial
    • Manage Contract Resources
    • Manage Contract Schedule
    • Manage Contract Calendars
    • Manage Contract Documents
    • Manage Contract Submittals
    • Configure Contract Settings
    • Manage Contract Invoices
    • Manage Contract RFPs
    • Manage Contract CORs
    • Manage Contract COs
    • Manage Contract Inspection Reports
    • Manage Contract Meeting Minutes
• Financials
  • Budgets
    • Create Budget
      • Create Budget from Planning Cycle
      • Create Budget Line Items
      • Import Budget
      • Set Funding Allocation Data to Budget
    • Browse Budget Line Items
    • Manage Budget Line Item
      • Edit Budget Line Item General
      • Budget Augmentation
      • Budget Transfer
      • Automated Budget Carryover
    • Budget Revision
    • Budget Amendment Request
      • Add Budget Amendment Request
      • Browse Budget Amendment Requests
      • Edit Budget Amendment Request
    • Funding Request
      • Create Funding Request
      • Edit Funding Request
      • Browse Funding Requests
  • Purchase Orders
    • Add Purchase Order
    • Browse Purchase Orders
    • Manage Purchase Order
      • Edit PO General Information
      • Manage PO Line Items
        • Full Screen Mode
        • Popup Edit Mode
      • Manage PO Splitting Line Items
      • Add PO Change Order
      • View PO Financial
      • Manage PO Invoices
      • Manage PO Documents
  • Invoices
    • Add Invoice
    • Browse Invoices
    • Manage Invoice
      • Edit Invoice General Information
      • Manage Invoice Line Items
        • Full Screen Mode
        • Popup Edit Mode
      • Manage Invoice Splitting Line Items
      • Pay Invoice
      • Invoice Payment
      • Manage Invoice Documents
    • Manage Invoice Retainage
      • Browse Invoice Retainages
      • Release Invoice Retainage
  • Project Expenses
    • Add Project Expense
    • Browse Project Expenses
    • Project Expenses Search Result
    • Modify Project Expense
  • Financial Integration
    • Manual Financial Integration
    • Auto Financial Integration
    • Manage Financial Integration Results
    • Reload Historical Financial Records
  • Data Integration
    • Browse Integration Task
    • Data Integration Export
      • Manual Export
      • Data Integration Export Result Management
      • Reload Historical Export Records
    • Data Integration Import
      • Manual Import
      • Data Integration Import Result Management
      • Reload Historical Import Records
• Construction Management
  • Contract Change Management
    • Add Request for Proposal
    • Browse Requests for Proposal
    • Manage Request for Proposal
      • Edit RFP General
      • Manage RFP Line Items
        • RFP Line item Grid
        • RFP Line Item Detail
    • Add Change Order Request
    • Browse Change Order Requests
    • Manage Change Order Request
      • Edit COR General
      • Manage COR Line Items
        • COR Line item Grid
        • COR Line Item Detail
    • Add Change Order
    • Browse Change Orders
    • Manage Change Order
      • Edit CO General
      • Manage CO Line Item
        • CO Line item Grid
        • CO Line Item Detail
  • Transfer Management
    • Add Transfer
    • Browse Transfers
    • Edit Transfer General
    • Manage Transfer Transaction
      • Transfer Transaction Grid
      • Transfer Transaction General
      • Transfer Line Item Grid
      • Transfer Line Item Detail
  • Contractor Submittals
    • Add Construction Schedule
    • Browse Construction Schedules
    • Edit Construction Schedule
    • Add Product Submittal
    • Browse Product Submittals
    • Edit Product Submittal
    • Add Safety Plan
    • Browse Safety Plans
    • Edit Safety Plan
    • Add Other Contractor Submittal
    • Browse Other Contractor Submittals
    • Edit Other Contractor Submittal
  • Designer Submittals
    • Add Designer Submittal
    • Browse Designer Submittals
    • Edit Designer Submittal
    • Add Design Review
    • Browse Design Reviews
    • Manage Design Review
      • Edit Design Review General
      • Manage Design Review Documents
    • Add Study/Analysis
    • Browse Studies/Analyses
    • Edit Study/Analysis
    • Add Other Designer Submittal
    • Browse Other Designer Submittals
    • Edit Other Designer Submittal
  • Supplier Requests
    • Add Contractor Request for Information (RFI)
    • Browse Contractor Requests for Information (RFIs)
    • Edit Contractor Request for Information (RFI)
    • Add Designer's Supplementary Instruction (DSI)
    • Browse Designer's Supplementary Instructions (DSIs)
    • Edit Designer's Supplementary Instruction (DSI)
    • Add Bulletin
    • Browse Bulletins
    • Edit Bulletin
  • Inspection Reports
    • Add Inspection Report
    • Manage Inspection Report
    • Browse Inspection Reports
  • Meeting Minutes
    • Add Meeting Minutes
    • Manage Meeting Minutes
      • Edit Meeting Minutes General
      • Manage Meeting Items
      • Manage Action Items
      • Manage Meeting Minutes Documents
    • Browse Meeting Minutes
    • Browse Action Items
• GIS
  • GIS Overview
  • Search Function
    • Search Address
    • Search Features
  • Manage Map Feature
    • Associate Map Features to Proposals
    • Associate Map Features to Projects
  • Manage Business Feature
    • Add Business Feature
    • Associate Business Features
    • Manage Feature Associations
    • Manage GIS Segments
  • Manage Features in Grid
    • Show Features in Grid
    • Manage Feature Associations in Grid
  • Manage Features for a Typical Business Record
    • Show Typical Business Record in GIS
    • Additional Actions for a Typical Business Record
  • Map Tools
    • Drawing Tools
    • Bookmarks
    • Measuring Tools
    • Map Operators
  • Settings/Other
    • Map Layer Settings
    • Save Map/Print Map
    • Other Settings
  • Map Layer Manager
  • Manage Selected Items
• Document Management
  • Add Document
  • Browse Documents
  • Manage Document
  • Check In Document
  • View Document Change History
  • Document Template
    • Add Document Template
    • Browse Document Templates
    • Manage Document Template
      • Manage Document Template General Information
      • Manage Document Template Documents
  • Browse Emails and Notifications
  • Online Document Markup (Prizm)
    • Access the Document Markup Tool
    • Document Markup View Function
    • Document Markup Search Func
    • Document Markup Annotation Function
      • Add Annotation
      • Edit Annotation
      • Browse Annotations
    • Document Markup Redaction Function
      • Add Redaction
      • Edit Redaction
      • Browse Redaction
    • Comment Feature
      • Add Comment
      • Edit Comment
      • Browse Comments
    • Print Document
    • Download Redacted Document
  • Online Document Markup (Docuvieware)
    • Access the Document Markup Tool
    • Document Markup Toolbar
    • Document Markup Thumbnails & Search
    • Document Markup Annotations
    • Document Markup Comments
    • Document Markup Custom Stamps
    • Document Markup Users Panel
• Reports
  • Browse Report Templates
  • Standard Reports
    • CIP Planning Reports
      • Project Reports
        • Not Recommended Projects List Report
        • Projects Recommended Report with Requested Funding
        • Project Summary Report
        • Projects Recommended Report with Total Funding Available
        • Project Description Report
        • Project Description Report(Without Map)
        • Funded Project Description Report
        • Unfunded Project Description Report
        • Projects Capital Spending Summary Report
        • Capital Project Sorted By Project Report
      • Funding Reports
        • Department Source And Use Report
        • Program Source And Use Report
        • Expanded Program Source And Use Report
        • Fund Source And Use Report
        • Fund Group Summary Report
        • Capital Projects By Program Report
      • Misc. Reports
        • Proposal Index Report
        • Project Index Report
        • Fund Index Report
        • Staff Proposal Description Report
    • Budget Reports
      • First Year Capital Budget Report
      • CIP Expenditure Summary By Program
    • Tracking Reports
      • Project Progress Report
      • Project Progress Report (With Picture)
      • Project Actual vs Budget Cost Report
      • Project Schedule Report
      • Project Task Schedule & Notes Report
      • Dashboard Report
      • Fixed Asset Report
      • Invoice - Contractor Pay Application Form
      • Professional Service Invoice Report
      • Retainage and Release History Report
  • Custom Reports
    • Data Source
      • Add Data Source
      • Browse Data Sources
      • Data Source Management
        • Query Management
        • Stored Procedure Management
    • Report Definition
      • Add Custom Report
      • Browse Custom Reports
      • Custom Report Management
      • View Custom Report
  • Analytics Management
    • Understanding on Analytics Report
    • Create Analytics Report
    • Browse Analytics Reports
    • Manage Analytics Report
    • View Analytics Report
    • Synchronize Analytics Data
    • Manage Analytics Structure
• System Utilities
  • Audit Trails
    • Browse Audit Trails
    • Audit Trails for Function
    • Audit Trails for Record
  • Workflows
    • Browse Workflow Process Types
    • Add Workflow Process Type
    • Edit Workflow Process Type
    • Define Workflow Process
    • Workflow Email Review
    • Workflow Instance Management
    • Workflow Task Management
    • View Task List By Current User
    • Workflow Section on Entity Page
    • Process Tasks in Bulk
    • View Workflow Forecast
    • View Workflow Logs
    • Manage Auto Alert
      • Browse Auto Alert Criteria
      • Add Auto Alert Criteria
      • Auto Alert Criteria Management
  • Delegation
    • Add Delegation Rule
    • Edit Delegation Rule
    • Browse Delegations
    • Browse Delegated Tasks
  • Notifications
    • Notification Templates
      • Add Notification Template
      • Browse Notification Templates
      • Notification Template Mangement
    • Send Notification
    • Notification Detail
    • Reply Notification
    • Forward Notification
  • Dynamic Documents
    • Browse Dynamic Document Templates
    • Add Dynamic Document Template
    • Update Dynamic Document Template
    • Edit Dynamic Document Template in Word
    • Generate Dynamic Document
  • Excel Data Management
    • Manage Excel Data Template
      • Add Excel Data Template
      • Browse Excel Data Templates
      • Manage Excel Data Template
    • Import Excel Data
    • Manage Excel Data Import Result
    • Export Excel Data
  • How to Define Expression
  • View System Log
• CIPAce Glossary