Construction Contract Work Flow/Best Practices
I work for a construction firm and would like some guidance in the first steps to creating a "contract health" dashboard. I am managing all contract packages and the documents that supplement them for all of the projects within the company i work for and would like to find consistency and a more "automated" checks and balances for items that may be missed.
here is an example of a workflow i'd like to create:
Bids are all received and entered into a "bid tracking" solution/grid
PM can "send" me a row/rows that are ready for subcontracting
I generate the subcontract package along with all supplemental documents for approval by PM and issue through smartsheet to subcontractor
subcontractor signs and returns all documents, they are uploaded into smartsheet and status is updated
change order generation as it applies to a subcontract and the prime contract as a whole
perhaps a bit of lien waiver management, invoicing management etc.
i've been trying to work through the contract management template set and am finding it difficult.