Workflows Overview

The Atlas Construction Management module supports the complete construction project lifecycle from initial setup through final closeout. This section documents the key workflows and processes.

Core Workflows

• Project Setup
  • Creating a Construction Project
  • Next Steps
• Job Costing Workflow
  • Overview
  • Key Concepts
  • Workflow Steps
  • Best Practices
  • Common Issues
  • Advanced Topics
  • Next Steps
• Change Orders
  • Overview
  • Change Order Workflow
  • Permissions
  • Next Steps

Workflow Diagrams

Project Lifecycle

┌─────────────────┐
│ Project Setup   │
│ - Create project│
│ - Apply template│
│ - Set budget    │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ Execution Phase │
│ - Track costs   │
│ - Daily logs    │
│ - POs/Bills     │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ Change Control  │
│ - COs requested │
│ - Approval      │
│ - Budget update │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ Billing         │
│ - Milestones    │
│ - Invoicing     │
│ - Payment       │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ Project Closeout│
│ - Final costs   │
│ - Analysis      │
│ - Archive       │
└─────────────────┘

Budget Management Flow

Template → Budget Lines → Track Actual → Monitor Variance
    ↑           ↓              ↓              ↓
    │       POs Created    Bills Posted    Alerts
    │           ↓              ↓              ↓
    │    Committed Cost   Actual Cost    Corrective
    │                                     Action
    └──────────── Change Orders ←──────────┘

Change Order Flow

Customer Request → Create CO → Submit → Approve → Update Budget
                                             │
                                             ├→ Create Sale Order
                                             │
                                             └→ Notify Customer

Daily Log Flow

Field User → Create Log → Add Photos → Submit
                ↓             ↓           ↓
           Weather/Crew   Document Work  PM Review
                ↓             ↓           ↓
           Safety Track   Progress Track Archive

Next Steps

Choose a workflow to learn more:

• New to the module? Start with Project Setup

• Managing costs? See Job Costing Workflow

• Handling changes? Review Change Orders

• Billing customers? Check progress_billing

• Field reporting? Read daily_logs

• Material selections? Explore selections