Software User Guides
UC Davis Design and Construction Management uses a variety of software to manage multiple project processes. These collaborative tools are used by our internal staff, outside designers, contractors and more. The following guides are organized by intended audience and include detailed instructions to help navigate our systems. Please check back regularly as we often update the guides to align with system improvements.
Bluebeam Design Review
DCM uses Bluebeam to review all design documents. Please click on the following links to view the Bluebeam trainings and guides.
Note: The Project Review List is secured and can only be accessed by approved UC Davis employees. Please email us at ask.dcm@ucdavis.edu if you need to be given access.
- Project Review List
- Design Professional
- User Guide - DP (Video)
- Campus Reviewer
- Create A Bluebeam Account (PDF)
User Guide - Campus Reviewer (Video) - Project Coordinator
- User Guide - PC (PDF)
- Project Manager
- User Guide - PM (PDF)
CPMA - Dynamics SL
DCM uses the e-Builder, Dynamics SL and PRISM applications for Construction Project Management and Accounting (CPMA) processes. Please click on the following links to view the Dynamics SL trainings and guides.
CPMA - e-Builder
DCM uses the e-Builder, Dynamics SL and PRISM applications for Capital Project Management and Accounting (CPMA) processes. Please click on the following links to view the e-Builder trainings and guides.
- Accounting
- Authorization Approval
Authorization Change
Change Order Request - Initiate & Review
Change Order - Review & Sign
Commitment Approval - Construction Contract
Commitment Invoice - Authorization
Commitment Invoice - PO
Facilities Work Order Request - Initiate
Facilities Work Order Request - Increase/Decrease
Facilities Work Order Request - Review
Funding
Import Bulk Invoice
Project Information
Project Intake Request
Process Overview (Video)
System Overview (Video) - Associate Director
- Project Information
- Contracting
- Authorization Approval
Authorization Change
Commitment Approval - Construction Contract
Contracting Overview (Video)
Master Commitment - Agreement Approval
Master Commitment - Change
Project Information - Cost Estimator
- Change Order - Review
- Design Professional
- Design Professional Overview (Video)
Request for Information
Submittal - Director
- Certificate of Substantial Completion
Change Order Request - Director Review
Project Information
Project Update - e-Builder University
- e-Builder University
- Engineering
- Process Overview (Video)
Submittal - E&C Assign
Submittal - E&C Review
System Overview (Video) - Executive Director
- Certificate of Substantial Completion
Change Order Request
Project Information
Project Update - Fire Marshal
- Beneficial Occupancy
Certificate of Occupancy
Temporary Certificate of Occupancy - General Contractor
- General Contractor Overview (Video)
Change Order
Change Order Request
Inspection Request
Request for Information
Submittal - Inspection
- Certificate of Occupancy
Field Inspection Report
Guarantee Defect Notice
Notice of Defective Work
Process Overview (Video)
Inspection Request
Request for Information
Submittal
System Overview (Video) - Project Coordinator
- Authorization Approval
Beneficial Occupancy
CA Documents Overview (Video)
Certificate of Occupancy
Certificate of Substantial Completion
Change Order
Change Order Request
Facilities Work Order Request
Facilities Work Order Request - Increase/Decrease
Guarantee Defect Notice
Notice of Defective Work
Notice of Completion
Process Overview - Part I (Video)
Process Overview - Part II (Video)
System Overview - Part I (Video)
System Overview - Part II (Video)
Temporary Certificate of Occupancy - Project Manager
- Authorization Approval
Authorization Change
Beneficial Occupancy
CA Documents Overview (Video)
Certificate of Occupancy
Certificate of Substantial Completion
Change Order
Change Order Request - Initiate
Change Order Request - Review
Commitment Approval - Construction Contract
Commitment Invoice - Authorization
Commitment Invoice - Purchase Order
Facilities Work Order Request
Facilities Work Order Request - Increase/Decrease
Field Order
Guarantee of Defect Notice
Letter of Instruction
Master Commitment - Agreement Approval
Notice of Completion
Notice of Defective Work
Process Overview - Part I (Video)
Process Overview - Part II (Video)
Project Update
Request for Information
Submittal
System Overview - Part I (Video)
System Overview - Part II (Video)
Temporary Certificate of Occupancy
Zero Dollar Budget Change - Project Manager Supervisor
- Authorization Approval
Authorization Change
Certificate of Substantial Completion
Change Order
Change Order Request - Supervisor Review
Facilities Work Order Request
Facilities Work Order Request - Increase/Decrease
Master Commitment - Agreement Approval
Project Update - Supervisor Review - Reports
- Reports (Video)
- System Overview
- Access Delegation User Guide
System Overview (Video) - University Architect
- Beneficial Occupancy
Certificate of Occupancy
Certificate of Substantial Completion
Change Order
Change Order Request
Project Update
Temporary Certificate of Occupancy
DocuSign
DCM uses DocuSign to initiate and sign Furniture Services Request forms. Please click on the following links to view the DocuSign trainings and guides.
- Signing With DocuSign
- Initiating and Signing a Furniture Services Request Form
Basics: Sign A Document with DocuSign
Decline to Sign
Change Your Signature
Print and Sign Documents
Other Signing Options (Finish Later, Print & Sign, etc.)
Change Signing Responsibility
Plan Grid
DCM utilizes Plan Grid during construction to manage and verify compliance per specification section 01 78 39 Project Record Documents.
- Plan Grid User
- Complete Plan Grid User Guide
Project Start Up
Creating a New Project
Adding Team Members
Conventional Naming Requirements
Uploading Construction Document Contents
Uploading Plan Sheets
Posting Changes on Plan Sheets
Posting Slip Sheets
Troubleshooting