ID Partner™ Overview

1. Provides a template of tasks for ‘selected’ credits.
2. Ensures the orderly preparation of documentation.
3. Ensures effective project management control throughout the LEED Certification process.
4. And, facilitates a preliminary review of ‘Final’ documentation before submittal to USGBC’s ~ LEED-On-Line.

                                …how do we do all that?

 

Major Elements

Portfolio Manager features:

1.  All ‘Team Members’ can view their Projects in one place
2.  Each Project has an associated ‘Dashboard’, ‘Project Overview’
   and ‘Contact List’
3.  Enables reporting across projects
4.  Enables export to MS Project across projects

The ‘Report Manager’ features:

1.  Scorecard Graphical Summary
2.  Task Reports:

   - Completed
   - Late
   - Not Started
   - Priority

3.  Aggregated reports across projects
4.  Reports can be emailed or saved locally

Automated Workflow creates and enables:

1.  ‘To Do’ Lists
2.  ‘Watch’ Lists
3.   Automatic Status updates
4.   Automatic Reminders & Escalation
5.   Customizable Administration
6.   An Audit Trail - time and date stamped

The ‘Master Database’ contains:

1.  Pre-Populated ‘Templates’
2.  Standardize ‘Tasks’
3.  Reference Documents
4.  Links to important websites

The system allows connectivity to MS Office:

•  Project
•  Outlook
•  Excel
•  Word