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| Project | Owner | State | Pre-construction | Lifecycle | Actions |
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Select a project to open its tools and records.
Your account
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Active projects
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In closeout
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Archive
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Trash
Portfolio overview
Totals from the projects you can access.
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TRACE / PROJECT WORKSPACE
Project workspace
Actions, records and project controls
My tasks
Items assigned to you that need a response. Open an item to see the next step.| Item | Type | Area | From | Due | Status |
|---|---|---|---|---|---|
| Open a project to see your assigned tasks. | |||||
Quick access
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Awaiting your action
Awaiting verified source
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Weather-risk flags
Awaiting verified source
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Open items with a clock
Awaiting verified source
TRACE
Evidence assistance
Cited · audited · human-authorized
Shared project notices
Notices you can access for this project. Confidential risk details remain in Project risk assessment.Idle
Select a project to see its notices.
TRACE Project Risk Assessment
Evidence-based project condition and contract-exposure signals. City/Owner decision support through the TRACE Plumbline method: schedule, contract, evidence, and timing conditions with visible proof. TRACE mediates the record—never rates a contractor, company, or person.Open an authorized project to calculate its documented condition.
Pre-construction & procurement
Track award, agreements, clearances, procurement, and notice to proceed.City-confidential
Authority is recorded, never inferred.
The City defines whether Council action precedes execution, authority is delegated, ratification follows execution, or a custom procedure applies. TRACE findings remain advisory until an authorized City user records a determination.
Open an authorized project to load readiness.
Loading workflow…
Knowledge Library · TRACE Atlas
Review and approve sources before adding them to the library.Review queue and verified library
Loading0 selected
Select a project to open its library.
AI Activity & Audit Log
Review AI questions, sources, answers, and feedback.| Requested | Task | State | Evidence | Classification |
|---|---|---|---|---|
| No runs loaded. | ||||
Look-ahead schedule
Create, review, approve, and share look-ahead plans.Versions
Open a project.| Version | Week start | Rows | Status | Action |
|---|---|---|---|---|
| Open an authorized project to load look-aheads. | ||||
Verified schedule record
Immutable source versions, deterministic CPM checks, and an authorization-filtered delta ledger
What this workspace does: preserves each CSV, XLSX, Microsoft Project XML, or Primavera P6 XER interchange file; versions calendars and logic; matches activity identity across updates; validates CPM; and shows field-level changes with source hashes. PDF rows are not accepted as schedule facts. P6 remains the authoring and CPM engine; TRACE Management System preserves interchange, deltas, and forensic evidence. Attribution, legal fault, formal notices, schedule acceptance, and recovery commitments remain accountable human decisions.
One factual computation; authorization-filtered evidence
The CPM math is invariant. The server derives perspective from the signed-in project grant and filters every returned source and field. A URL or request cannot select a role.
Version timeline
Loading verified versions…| Data date | Version | Kind | Rows | Review | Source state |
|---|---|---|---|---|---|
| No verified schedule versions loaded. | |||||
Deterministic comparison
CPM + identity + deltasChoose two schedule versions to compare. You can cancel the analysis.
Analysis run history
Every run remains in the record; later runs may supersede but never erase earlier runsChoose a version pair to read its durable run history.
Delta ledger
Facts and deterministic calculations only| Classification | Change | Field | Magnitude | Explanation |
|---|---|---|---|---|
| Run a comparison to populate the authorization-filtered ledger. | ||||
Decision-support stages
Fail closedEvidence required
Narrative reconciliation
TRACE can summarize retrieved schedule evidence; an accountable reviewer adopts or corrects the narrative.
Human determination
Causation review
TRACE Management System preserves the evidence and chronology without declaring responsibility or legal fault.
Human approval
Recovery options and cost/time ranges
Record sourced ranges and explicit assumptions, then route the recommendation through the published approval graph.
Internal document markup
Loading authorized markup threads…Choose a document page, add annotations, and send it to project members. The original file stays unchanged.
Governed markup register
Sent threads leave the temporary editor. Closed threads remain auditable in Archive.
| Markup / source | Page | Recipients | Status | Sent | Action |
|---|---|---|---|---|---|
| Open an authorized project. | |||||
Evidence Exhibits
Loading saved project exhibits…The exhibit tray is temporary until you save it. Saved exhibits are numbered project records that can be reopened, printed to PDF, used with formal correspondence, or archived without deleting their evidence history.
| Exhibit | Items | Status | Created | Action |
|---|---|---|---|---|
| Open an authorized project. | ||||
System settings
Live status of the integrations this deploy depends on — read directly from the server's own configuration, never sample data.Loading…
Loading organization-domain readiness…
Loading TRACE source-access policy…
API keys & integrations
Set or replace a key here and it takes effect on the very next request — no server console, no restart.Loading…
TRACE Construction Knowledge
Shared construction references. Private project records stay in their projects.Shared reference
Teach across disciplines
Civil/site, structural, architecture, electrical, mechanical, plumbing/fire, safety, scheduling, controls, and contract administration.
Evidence boundary
Never mix project facts
General answers use only reviewed reference passages. A project requirement must be supported by the selected project's authorized evidence.
Human governed
Import is not adoption
Scanning, extraction, and classification may be automatic. Only a named platform administrator can promote a clean, current, passage-backed source.
Governed growth loop
TRACE gets smarter by adding verified sources and learning from attributable feedback—not by silently rewriting itself.
Reviewed libraries and, when enabled, cited official public websites.
Preserve publisher, URL, jurisdiction, edition, retrieval time, source hash, and extracted passage hashes.
A named steward confirms fidelity, currency, authority, licensing, and applicability—or rejects it.
Corrections and outcomes append to the learning record; original answers and sealed evidence remain unchanged.
Loading knowledge health…
Governed source registry
Reviewable text is separated from protected metadata. Filter the current registry by discipline before inspection.
0 selected
Only reviewable sources with clean, retrievable passages are eligible.
| Source | Jurisdiction / corpus | Policy | Passages | TRACE state | Action | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Enterprise capabilities & integrations
Configure customer-supplied provider applications without representing them as connected prematurely.Integration marketplace
Loading authorization requirements…
Loading providers…
Submittal register
Loading submittals…| Spec § | Item | Type | Submitted by | Due | Status |
|---|---|---|---|---|---|
| Loading submittals… | |||||
RFIs
Loading RFIs…| RFI | Subject | Raised by | Answer due | Status |
|---|---|---|---|---|
| Loading RFIs… | ||||
Daily reports
One field capture → 3 role-appropriate versions · locked on signature, corrections appendOpen an authorized project to load its sealed daily reports. Nothing is shown from sample data.
Field day archive
Year → month → week → day, assembled from original reports, time cards, tests, decisions, safety records, walks, and mediaOne date spine · original records
Open a day to see its original records, signatures, corrections, and routing status.Archive
Open a projectChoose an authorized project.
Select a day
Daily proof will appear here.Open a day from the archive.
Governed job-walk workflow
Draft → capture observations → assign responsibility/due dates → finalize the walk → close each tracked item with evidence.Finalizing saves the observations. Open deficiencies still need individual resolution.
Job walk
Open a project.| Walk | Date / location | Items | Status | Actions |
|---|---|---|---|---|
| Open an authorized project. | ||||
Plans & BIM coordination
Select a project to see its drawings.Create plan set
Register a sheet from a saved plan
Upload and finish indexing the PDF in Project Documents first. Select that exact document revision and its PDF page here. TRACE stores sheet metadata and a pointer to the original hashed bytes—it does not create or alter a drawing.
Landscape, Civil, etc. classify the sheet; they do not decide which document governs.
Use the PDF page index shown by TRACE; printed sheet numbers belong in “Sheet number.”
Document precedence is recorded separately below under Governing document relationships. Registration never infers supersession, permission to build, or Release for Construction.
Loading Project Documents readiness…
Import sheets from Project Documents
No link required. TRACE reads the selected document already sealed inside this project.Upload and finish indexing in Documents first; then choose that same file here.
Governing document & conflict register
An administrator must specify which document takes precedence; upload order does not decide it.No confirmed project relationship loaded.
Integration readiness
Configuration and customer authorization are reported separately—never simulated.Loading provider requirements…
No live plan register loaded.
Open a project.
Original contract
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Approved changes
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Current contract
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Original contract values remain visible alongside approved changes.
New change order
| No. | Title | Amount | Time | State | |
|---|---|---|---|---|---|
| Open a project to load its change orders. | |||||
Schedule of Values
Approve the Schedule of Values before creating a payment application.
Not configured
$0.00
Open a project.
| No. | Period | State | Complete | Payment due | |
|---|---|---|---|---|---|
| Open a project to load its payment applications. | |||||
$0.00
Open a project to load its releases and notices.
Civil Code s. 9358 — the claim plus 25 per cent for the entity's costs.
| Claimant | Served | Claimed | Withheld | State | |
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| None recorded. | |||||
| Claimant | Form | Through | Amount | In effect |
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| None recorded. | ||||
Nothing to report.
Quality & punch
Field facts, party assertions and accountable verification remain distinct| Record | Type / severity | Location & reference | Assigned / due | Status | Next action |
|---|---|---|---|---|---|
| Open an authorized project. | |||||
Permits & agency approvals
Track permit requirements, approvals, conditions, and expiry dates.Fail-safe rule
Confirm each permit requirement for this project. Approval requires the issuing authority, permit number, issue date, and supporting evidence.
Federal, state/province and local candidates will be combined for the active project.
Add project-specific requirement
For an owner, utility, railroad, district, city, county, province or other authority not already listed| Requirement / trigger | Jurisdiction / authority | Status | Dates / proof | Action |
|---|---|---|---|---|
| Open an authorized project. | ||||
Meetings & action items
Draft agendas, content-hashed minutes, project action items, and accountable finalizationProject meetings
Open a project.| Meeting | Scheduled | Minutes | Actions | Status | Open |
|---|---|---|---|---|---|
| No authorized project loaded. | |||||
TRACE Model Intelligence · IFC / openBIM
Open a project.Immutable source · human publication gate
Upload IFC or IFCZIP models here. For PDF/TIFF/JPG plan sheets, use Project documents → Internal document markup; select a page, annotate it, and send it to project members.
Choose the correct workflow
3D/openBIM: IFC or IFCZIP here. 2D plans and revised sheets: upload under Project documents, finish scanning/indexing, then click “Mark up a page.” The original plan bytes remain unchanged in both workflows.
An empty list means this project has no IFC model yet.
Accepted: .ifc or .ifczip. Plans in PDF/image formats belong in Project documents.
| Model / version | Source identity | Extraction | Publication | Manage |
|---|---|---|---|---|
| Open an authorized project. | ||||
BCF issue exchange
Import and export coordination topics. Review imported status and assignments before applying them.BIM coordination register
Open a project.| Issue | Type / discipline | Reference | Status | Action |
|---|---|---|---|---|
| Open an authorized project. | ||||
Issued transmittals
Open a project.Preview a cover from a project record. Select Issue to create a transmittal; previews are not issued.
| Document | Record | Revision | Issued | Fingerprint |
|---|---|---|---|---|
| Open an authorized project. | ||||
Cloud video links
For files larger than 300 MB, save a sharing link. Access to the video is controlled by its cloud provider.
Photos & media
Loading authorized media…Photos by job and dateResumable up to 300 MB per file
New photos match a job using their recorded GPS and use the camera date for the folder. If GPS is missing or several sites match, choose the job. Without a camera date, choose a date or use the upload date. Existing photos retain their recorded folders. The original file and upload timestamp remain preserved.| Preview | File / description | Size | Provenance | Captured | Action |
|---|---|---|---|---|---|
| Loading authorized media for this project… | |||||
Safety & observations
Human-authored facts, append-only status events, and an explicit recordability boundary| Record | Type / severity | Observation | Assigned / due | Recordability | Status | Action |
|---|---|---|---|---|---|---|
| Open an authorized project. | ||||||
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Original budget
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Commitments
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Projected final
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Projected variance
Budget & costs
Open a project.| Cost code | Budget | Commitment | Actual | Forecast remaining | Projected variance | |
|---|---|---|---|---|---|---|
| Open an authorized project. | ||||||
Trade partners & credentials
Open a project.| Partner | Subcontract | Credentials | Findings on selected date | |
|---|---|---|---|---|
| Open an authorized project. | ||||
Open a project.
| Period | Submitted by | Total hours | State | |
|---|---|---|---|---|
| Open a project to load its time cards. | ||||
Governed project closeout
Open a project to load its turnover checklist.—
Required
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Evidence ready
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Accepted
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At risk
Turnover requirements
Each accepted item needs a retrievable evidence reference and a named human action.| Requirement | Responsible party | Evidence reference | State | |
|---|---|---|---|---|
| Start closeout to create the working checklist. | ||||
Closeout readiness is an administrative evidence checklist, not a legal determination.
Agency Package Export · Send to City
Open a project.Build a package from governed RFIs, submittals, daily reports, or actually issued transmittals. “Sealed” means export-ready—not submitted, received, paid, or accepted by an agency.
TRACE assigns the next project/year number and immutable date folder automatically.
| Package | Items | Status | Manifest fingerprint | Actions |
|---|---|---|---|---|
| Open an authorized project. | ||||
Notifications
One identity-scoped inbox for web, email delivery status, and installed TRACE clients.Governed delivery
Open a notification to see the latest record and available actions.
| Notification | Project | Delivery | Received | Action |
|---|---|---|---|---|
| Loading your notifications… | ||||
Customers
Manage customer accounts and access. Admin changes are recorded under your identity.—
Customer accounts
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Active projects across customers
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Seats in use
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Customer types
Customers
Archive inactive accounts and restore them when needed.| Customer | Customer category | Projects | Admin | Status | |
|---|---|---|---|---|---|
| Loading your live customer accounts… | |||||
Historical registration requests
Retained for audit history only. Public checkout, payment collection, and automatic account provisioning are disabled. New prospects enter through the governed Full demo requests queue below.| Organization | Contact | Entity | Plan | Status | Requested | |
|---|---|---|---|---|---|---|
| Loading registration requests… | ||||||
Full demo requests
From the "Request a full demo" form on tracems.com — not an account. Follow up and schedule the walkthrough directly, then mark it here.| Organization | Contact | Type | Note | Status | Requested |
|---|---|---|---|---|---|
| Loading full demo requests… | |||||
How the levels work
Create the customer account, record its descriptive category, assign capabilities independently, and hand the admin their credentials. In audited System Full Admin mode you can administer the selected customer — every change is recorded under your identity.
Invite project partners, then assign their roles and permissions.
Invite the owner, CM, designers, trades, and vendors. Assign access, routing, and signing authority separately.
Customer
Open a customer from the register to load their account.—
Projects
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Users
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Active capabilities
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Customer since
Their projects
Open one in audited System Full Admin mode — scoped to this customer and recorded under your identity| Project | Owner | Sector | Status | |
|---|---|---|---|---|
| Open a customer to load their real projects from the server. | ||||
Their people
Loading authorized users…Open a customer to load its authorized people directory.
Staff & permissions
Loading…| Person | Role | Create customers | Modify customer info | |
|---|---|---|---|---|
| Loading platform staff… | ||||
A technician can never change customer data — anything they'd fix goes to your Suggestions inbox, and only an admin applies it. Every browse is logged; none of it is visible to the customer.
Suggestions inbox
What your technicians propose — you decide, you apply| From | About | Suggestion | Status | |
|---|---|---|---|---|
| No technician suggestions yet. | ||||
TRACE Release Hub
What’s new
Publish product news and release updates.Loading published TRACE updates…
Platform administration
Release publisher
Write once, then publish to the public website, signed-in customers, the TRACE team, and the selected device platforms.Release updates
Attach the complete article URL and LinkedIn post URL when available; every selected surface continues to use the same release record.
New project
Choose the sector and delivery method. They load setup prompts—not construction authority.Public worksCity / county / state / federal owner. Turns on: DIR registration & certified payroll, prevailing wage checks, Greenbook & agency standards, statutory pay-app review backstop (PCC § 20104.50), 5% retention cap, full City/CM/design/inspector structure.
CommercialPrivate owner, commercial building. Contract-defined clocks and retention; owner/GC/design structure; building-code compliance corpus. Labor compliance off unless your contract or PLA requires it.
ResidentialSimplified: owner/GC structure, building-code corpus, simple pay terms. The heavy public-works machinery stays out of the way.
What this selection turns on
Public works selected — DIR/certified payroll required, prevailing wage checks on, Greenbook library on, statutory review backstops proposed with their source cited. You can still turn any section on or off after creation — sector sets honest defaults, your team decides the final structure.
Construction from completed design — Design-Bid-BuildSeparate design and construction contracts. Loads owner, CM/representative, Designer of Record, contractor, inspector, and authority positions with sequential routing suggestions.
Design and construction together — Design-BuildOne design-build entity coordinates design and construction. Choose Traditional or Progressive below; professional seals, permits, package release and work authorization remain separate gates.
Construction authority stays independent
TRACE will separately verify the exact current package revision, professional seal, applicable permit evidence, Release for Construction, and NTP/work authorization. Design percentage and delivery method never satisfy those gates.
Labor compliance
Track labor requirements, assignments, documents, submissions, and exceptions.Open an authorized project.
Requirements and recurring forms
Each requirement can have its own frequency, document gate, and accountable organization chain.Submissions and findings
Field applications
Manage field access for the project, organizations, and people. Access requires permission at every level.Project activation
The City enables a field application for this project.
Organization ceiling
A contractor, CM, inspector, or City organization receives only its allowed modules.
Individual access
Users & access narrows each person further. No person can exceed the organization ceiling.
Field and vehicle safety boundary
Meta Wearables Device Access Toolkit remains a Developer Preview; TRACE never represents a request or pilot as a generally available production connection. Vehicle mode is hands-free voice draft capture only. No screen review, photography, approval, certification, RFI response, submittal stamp, or submission while driving. Review every draft after parking.
Loading project field-application controls…
Project settings
The one project-specific workspace for identity, contract duration, clocks, and site location.Loading your project-settings authority…
Live · server-backed
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Notice to proceed
Recorded term
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Contract duration
Explicit basis required
0
Approved extension days
Server record
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LD rate per day
Authorized term only
Project and contract
City-library retrieval fails closed when this code is blank or does not exactly match the reviewed source.
An accountable project administrator must choose explicitly. TRACE never assumes who may certify a payment request.
Site location
Live weather and field context remain off until both coordinates are recorded for this project.
Loading current settings…
Contract clocks in force
Enter only periods stated in this project's controlling contract, with the exact clause or document source. Blank rows mean no clock is configured; TRACE will refuse to invent one.| Clock | Days | Basis | Contract source / clause |
|---|---|---|---|
| Loading authorized clocks… | |||
Each saved clock remains tied to its exact controlling source.
Delivery method & construction-release evidence
Loading delivery profile…Delivery method never authorizes construction.
Positions and setup
Evidence gates
Delete this project
Moves the project and all of its records to recoverable, read-only Trash. Formal completed work should use Closeout and Archive instead.Users & access
Open a project.| Person | Organization | Seat | Capabilities | Status | |
|---|---|---|---|---|---|
| Open a project to load who has access. | |||||
Add a person
A brand-new email creates their account (with a one-time temp password shown to you); an existing account is attached to this project instead.Contractor / SubcontractorYour crew or a trade sub like fencing, markings
City / agency staffOwner agency inspector, PM, or accounting
CM firm staffAnother CM firm team member
Design teamAny discipline — architect, landscape, structural, mech, plumbing, electrical — scoped to its spec divisions
Other firm / specialistLabor compliance, testing, inspection, consultant, supplier, or another authorized project party
Choose an existing project party or create its authoritative organization here. Every person must belong to a project organization.
View RFIsSee the RFI register and attachments
Create and edit RFIsDraft RFIs and add pre-response attachments
Respond to RFIsRecord and seal the accountable response
Use TRACE assistance on RFIsGenerate evidence-bounded RFI assistance
View submittalsSee the submittal register and attachments
Create, edit, and resubmit submittalsPrepare submittal packages and governed revisions
Review and stamp submittalsRecord the formal disposition
View shared project risk summaryCity-confidential detail stays hidden; this grants the limited project-condition summary
View pre-constructionSee only the workflow and evidence allowed by the organization ceiling
Submit assigned prerequisitesUpdate only steps assigned to this person or organization; cannot City-clear them
Manage pre-construction recordsAssign due dates, responsibility, and evidence links within the City ceiling
Record City determinationsPublic-agency users only; confirms prerequisites but does not create legal authority
Waive or mark not applicablePublic-agency control with a mandatory retained reason
Authorize bounded follow-upsCity-controlled cadence, maximum attempts, immediate stop on receipt or clearance
View long-lead procurement
Manage assigned long-lead items
View TRACE Sign envelopesEnvelope access remains project- and recipient-scoped
Prepare TRACE Sign envelopesPublic-agency users only; requires a confirmed authority record
Send TRACE Sign envelopes
Void TRACE Sign envelopes
Manage project lifecycleStart closeout, archive, move to Trash, and restore this project
View general project records
Create daily reports
Create and manage look-ahead schedules
Route and issue governed records
Verify / field-check others' entries
Attest / sign payment applications
Change orders · view
Change orders · approve
Time cards · view
Time cards · approve
Manage plans, comparisons, reviews, and future integrations
Use TRACE with this project's authorized evidence
Use TRACE Field applicationStill limited by project activation and the person's organization ceiling
Field · capture photos
Field · daily-report drafts
Field · job walks and observations
Field · time-card drafts
Field · plans
Field · RFIs
Field · submittals
Field · wearable capture pilot
Assign access to others below them
Scope narrows assignments and search results; it never creates approval authority.
Offline also requires desktop or mobile. Revocation is rechecked by the server on every sync.
Project Team & Routing · TRACE Structure Builder
Manage the project team and approval routes.
Authority stays explicit. Assign people access separately from their organization. Routes define who submits, reviews, and approves each record type.
Organizations
Open a project.| Name | Type | Relationship | Scope | Assigned people | Portal state |
|---|---|---|---|---|---|
| No authorized project loaded. | |||||
Organization representatives & reporting
Select an existing person from Users & access. This does not create a second login.Guided workflow setup
Choose a record type and arrange its review steps.Setup check
Add the participating organizations and link at least one existing user to each organization.
Route preview
Select the actual project parties above.
No route has been published from this form.
Live route check
Open a record to see its route, current assignee, due dates, and history.Choose a record. Only its current assigned organization can act.
Project forms & signatures
Open a project.
Ready-to-use TRACE forms with project data already filled in. Preview a PDF, download a Word copy, or assign a form. Template edits create a new revision; existing assignments keep their original version.
Templates
| Name | Type | Revision | Party role | |
|---|---|---|---|---|
| Open a project to load templates. | ||||
Assignments
What an assignment means: Assign a copy to a project firm or person to fill and sign. Access and approvals are managed separately.
| Template | Party | Assigned to | Status | Signed by | |
|---|---|---|---|---|---|
| Open a project to load assignments. | |||||