Functional Requirements - California



8.2 FUNCTIONAL REQUIREMENTS MATRIX

Functional / Technical Requirements

The following answer key must be used when responding to the requirements:

|F=Fully Provided "Out-of-the-Box” |C=Custom Development Required (Change in Code) |

|NV=Provided in the Very Next Version |R=Provided with Reporting Tool |

|TP=Third Party Software Required |NA=Not Available |

|M=Modification (Change Using Built-in Toolset) | |

Please interpret each numbered line as a question or requirement.

What is the full product name, version and release number of all of the products in the solution being proposed?

Add additional lines if required.

|Publisher and Product Name |Version |Date Released |

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Respond to the requirements and questions below only in reference to the products in the versions list above.

Property Portfolio

|Req’t # |Property Portfolio |Response Code |Comments |

| |Requirement / Feature | | |

| |Property database with structured property data. | | |

| |Structured U.S. address data. | | |

| |Address data validation. | | |

| |Legal property description fields. | | |

| |Designed capacity | | |

| |Current population | | |

| |Facility contact fields | | |

| |Hierarchical categorization of property by geography. | | |

| |Hierarchical administrative categorization of property. | | |

| |Categorization by construction type. | | |

| |Can site plans be tied to GIS tools using the California Coordinate | | |

| |System? | | |

| |Ability to include property site and floor plans associated with database | | |

| |record. | | |

Program / Project Management

|Req’t # |Program Management |Response Code |Comments |

| |Requirement / Feature | | |

| |Project linkage to programs | | |

| |Condition Assessment | | |

| |Deficiency Tracking | | |

| |Deficiency Cost Estimating | | |

| |Deficiency Aging | | |

| |Condition Assessment linked to Work Orders? | | |

| |Condition Assessment linked to Projects? | | |

| |Wireless handheld integration? (i.e. can surveyed deficiencies be | | |

| |entered by wireless device) | | |

| |Query / sort deficiencies by date, priority, CSI code, location, trade | | |

| |or building component. | | |

| |Must be able to calculate Facility Condition Index (FCI) as defined by | | |

| |R.S. Means | | |

| |Graphic display of FCI and investment decisions. | | |

| |Lifecycle costing and analysis. | | |

| |Multi-year planning and analysis. | | |

| |Project funding source accounting (i.e. a bond measure funding many | | |

| |projects) | | |

|Req’t # |Projects |Response Code |Comments |

| |Requirement / Feature | | |

| |Master and sub-projects. | | |

| |All projects exist in a hierarchy; all costs rollup. | | |

| |Track estimates, budgets, commitments, expenditures and forecasts. | | |

| |Project budgets can draw from multiple funding sources? | | |

| |Customizable CSI-Style and Uniformat Chart-of-Accounts for Tracking | | |

| |project estimate, budget and expenditures | | |

| |Is original project estimate preserved, after budget revisions? (i.e. | | |

| |separate fields for original budget, revised budget etc.) | | |

| |Ability to develop multiple budget scenarios. | | |

| |Project budget templates. | | |

| |Budget routing, approval and lock-down (i.e. budget cannot be changed | | |

| |after approval). | | |

| |Track milestones, budgets, expenditures against approved budgets. | | |

| |Produce project status reports showing budgets, progress, expenditures | | |

| |and commitments. | | |

| |Project invoice tracking against budget | | |

| |MS-Project Integration | | |

| |MS-Project Import / Export | | |

| |Other Project Management software linkage? | | |

| |Project Templates | | |

| |Project checklist/ task management | | |

| |Submittal tracking | | |

| |RFI tracking | | |

| |Online submittals | | |

| |Project issue routing and tracking | | |

| |Project – linked purchase order creation | | |

| |Online bidding | | |

| |Vendor / Contractor login | | |

| |Application for payment | | |

| |Online invoicing | | |

| |Construction inspection reports entry. | | |

| |Change order management | | |

| |Support for invoice retention? | | |

| |Work Authorization | | |

| |Project time sheets | | |

| |Project workload reports by project manager | | |

| |Work orders linked to / issued from projects. | | |

|Req’t # |Field Management |Response Code |Comments |

| |Requirement / Feature | | |

| |Accident Reports | | |

| |Field Work Directives | | |

| |Inspections and Tests | | |

| |Notices to comply | | |

| |Punch lists | | |

| |Safety Notices | | |

Lease / Agreement Management

|Req’t # |Lease abstracts |Response Code |Comments |

| |Requirement / Feature | | |

| |Ability to track landlord vs. tenant maintenance responsibilities. | | |

| |Maintenance Management module is landlord-tenant responsibility aware.| | |

| |Standard lease clauses | | |

| |Gross, rentable and usable square footage tracking | | |

| |Building access details (hours of operation) | | |

| |Lease cost escalation support | | |

| |Lease cost summary calculation | | |

| |Leased vs. Owned analysis | | |

| |Lease templates | | |

| |Generate rent-roll | | |

| |Rent roll export to ERP systems | | |

| |Critical date reminders and expiration reports | | |

| |Manager notification when action item, critical date is not resolved. | | |

|Req’t # |Transaction Management |Response Code |Comments |

| |Requirement / Feature | | |

| |Template transactions. | | |

| |Due diligence (and other) managed task lists. | | |

Space Management

|Req’t # |Space Management |Response Code |Comments |

| |Requirement / Feature | | |

| |Person assignment to space | | |

| |Asset assignment to space | | |

| |Departmental assignment to space | | |

| |Direct, common and net square area allocation by organizational | | |

| |hierarchy? | | |

| |Stacking Analysis | | |

| |Graphical stacking reporting. | | |

| |“What-if” space analysis | | |

| |Current vs. projected space usage. | | |

| |Parking management | | |

| |Multiple “what-if” scenarios | | |

| |Does the system support the creation of space standards? (e.g. “Manager| | |

| |Office”, “Manager Cube” etc) | | |

| |Does the system have support for space type standard equipment | | |

| |schedules? | | |

| |Does the system have built-in support for security diagrams? | | |

| |Proximity analysis / Department affinities | | |

| |CAD tools to facilitate Polyline creation. | | |

| |Safety/ risk/ incident tracking against space | | |

| |Common area allocation according to BOMA and/or IFMA standards. | | |

| |User-definable space attributes, that can be searched. | | |

|Req’t # |CAD Integration |Response Code |Comments |

| |Requirement / Feature | | |

| |CAFM System able to access facility drawings in AutoCAD 2000 format? | | |

| |Specify whether this is view or edit access. | | |

| |Database – CAD Drawing linkage | | |

| |2-way updates between drawings and database | | |

| |Ability to generate multiple what-if scenarios. | | |

| |Ability to execute a single scenario and carry out the change. | | |

| |Find personnel from the drawing. | | |

| |Assign, move, remove, edit personnel from the drawing. | | |

| |Find, move add, delete furniture, fixtures and equipment from the | | |

| |drawing. | | |

| |Find, move, edit business units from the drawing. | | |

| |Query work orders from the drawing. | | |

| |Query projects from the drawing. | | |

| |Query equipment warranties from the drawing. | | |

| |Occupancy / Cost mapping on drawing | | |

|Req’t # |Occupancy Cost Chargeback |Response Code |Comments |

| |Requirement / Feature | | |

| |Allocate costs for area, building, region based on space utilization | | |

| |Download other costs from the ERP to allocate based on space | | |

| |utilization | | |

| |Configurable chargeback rules. (e.g. override space or space + fixed | | |

| |charge for certain account codes) | | |

| |Organizational space assignment | | |

| |Individual space assignment | | |

|Req’t # |Hotelling |Response Code |Comments |

| |Requirement / Feature | | |

| |Room Reservation | | |

| |Search for room with specific features/equipment. | | |

| |Part-time office assignment | | |

| |Hotelling charge accumulation | | |

|Req’t # |Move Management |Response Code |Comments |

| |Requirement / Feature | | |

| |User-defined move classes, for reporting | | |

| |Multiple move scenarios | | |

| |Move cost estimating | | |

| |Automated association of an organization’s assets and equipment with | | |

| |the move. | | |

| |Automated work order generation to execute an approved move | | |

| |Ability to edit planned move. | | |

| |Integrated with space and workflow | | |

| |Move status monitoring | | |

Maintenance Management

|Req’t # |Maintenance Management |Response Code |Comments |

| |Requirement / Feature | | |

| |Support multiple properties, shops and schedules. | | |

| |Provide for maintenance scheduling around other critical activities. | | |

| |(i.e. court sessions, prisoner transfers etc.) | | |

| |Link to external equipment / activity /space reservation calendars. | | |

| |Maintain work histories | | |

| |Warranty management/checking | | |

| |Automated work order assignment to shop | | |

| |Automated work order assignment to individual | | |

| |Automated work order assignment to vendor | | |

| |Dispatch to employee | | |

| |Dispatch to vendor/contractor | | |

| |Dispatch to wireless device, pager, fax or e-mail. | | |

| |Status update/ data entry from wireless device | | |

| |Work Order labor tracking | | |

| |Unlimited labor line entry against work order | | |

| |Rate multipliers | | |

| |Shift differentials | | |

| |Overtime calculation | | |

| |Work-order parts/material entry | | |

| |Unlimited parts/material entry against work order | | |

| |Auto-elapsed time calculation | | |

| |Ability to gather technician’s notes of action taken | | |

| |Dynamic work order prioritization | | |

| |Call center / help desk interface and features | | |

| |Trades/ skills tracking | | |

| |Split billing of work charges | | |

| |Multiple technicians assigned to one work order | | |

| |Automated work order time & cost estimating | | |

| |Work order closure questionnaires | | |

| |Work orders referenced to CAD drawings | | |

| |Reference drawings on work order | | |

| |Documents linked to work order | | |

| |Work-order rollup to projects | | |

| |Work order rollup to maintenance contract | | |

| |Multiple approval levels and workflows | | |

| |List /sort requests by status | | |

| |List /sort work orders by status | | |

| |List /sort work orders by building | | |

| |List / sort work orders by problem code | | |

| |List / sort work orders by dipatchee | | |

| |Lookup / validation of buildings, space, equipment, trades, failure | | |

| |codes etc. across maintenance modules | | |

| |Accumulate labor, material, services costs by SAP/Oracle/Other ERP | | |

| |accounts | | |

| |Allow materials to be assigned to tasks | | |

| |Built-in support for OSHA safety reporting | | |

| |Insert emergency work into the planned work schedule. | | |

| |Allow scheduling of labor, tools and materials for work orders. | | |

| |Monitor work orders for labor, material, costs or schedule exceptions. | | |

| |Monitor, query, sort and display work order backlog by status, shop, | | |

| |priority, facility and asset type. | | |

| |Work permit tracking | | |

| |Maintenance dispatch scheduler / whiteboard | | |

| |Work order re-assignment. | | |

| |Is the user able to selectively print attached reference information | | |

| |such as drawings, manuals, and maps? | | |

| |Does the system have a Work Order Review form for reviewing daily work | | |

| |uploaded from field devices? | | |

| |Does a user have the option to accept, modify, or reject (delete) data | | |

| |from the field devices? | | |

| |Does the CAFM System allow incomplete work orders to be reassigned? | | |

| |Can multiple work orders be selected for closure? | | |

| |Does the system support work order sub-tasks? | | |

| |Can work order sub- tasks be independently closed? | | |

| |Does each sub-task have a comment field? | | |

| |Work order templates? | | |

|Req’t # |Request Management |Response Code |Comments |

| |Requirement / Feature | | |

| |Un-named requestor web-based entry | | |

| |Un-named requestor status checking | | |

| |A method to record, validate, approve or deny requests | | |

| |Automated requestor status updating | | |

| |Call center entry on-behalf-of entry… | | |

| |Call duration logging? | | |

| |Duplicate request flagging | | |

| |IVR Features (check request status from telephone) | | |

| |Request cost estimates? | | |

| |Are requests linked to work orders? | | |

| |Can multiple work orders be generated from one request? | | |

| |Can multiple requests be associated with one work order? | | |

| |Does the work order management system include all of the following work| | |

| |order date fields: Date initiated, date scheduled, date assigned, date | | |

| |completed, date closed. ? | | |

| |Can multiple work orders be generated from one request? | | |

|Req’t # |Demand Maintenance |Response Code |Comments |

| |Requirement / Feature | | |

| |Failure Codes | | |

| |Hierarchical failure coding | | |

| |Linked dispatch of upcoming PM to the same asset | | |

| |Integrated customer-satisfaction and signoff | | |

| |Can reference documents be attached to work orders? | | |

| |Can reference drawings be attached to work orders? | | |

| |Can reference drawings be printed on work orders? | | |

| |Does the CMMS System support bar code or RF tags on maintained assets? | | |

| |Can reading the ID tag of a maintained asset, remotely retrieve | | |

| |associated work orders? | | |

| |Work order dispatch to wireless handheld device? | | |

| |Can equipment readings be gathered by the handheld device, for upload | | |

| |to the CAFM system? | | |

| |Will out-of-range reading generate automatic work orders? | | |

| |Can work orders be initiated in-the-field from the handheld device? | | |

| |Can work orders be closed-out in the field from the handheld device? | | |

| |Does the CAFM System support time entry with the handheld device? | | |

| |Can time card data be exported to ERP/HR systems? | | |

| |Are any time card export functions included out-of-the-box? | | |

| |Does the system provide the ability to enter corrective and emergency | | |

| |work requests on-line by any authorized user of the CAFM System? | | |

|Req’t # |Scheduled Maintenance |Response Code |Comments |

| |Requirement / Feature | | |

| |PM Can be generated for spaces, assets/equipment, tools and vehicles | | |

| |PM can be generated for all similar assets (i.e. Generate annual PM | | |

| |route for all Trane chillers, across a specified geography) | | |

| |Calendar-based maintenance | | |

| |Inspection / condition-based maintenance | | |

| |Meter-reading / Run-time based maintenance | | |

| |Job Plans; identify the resources, materials and equipment required for| | |

| |recurring tasks. | | |

| |Maintenance standards | | |

| |Maintenance templates and standards | | |

| |Linked documentation and task instructions | | |

| |Assignment tracking / workload balancing | | |

| |Maintenance routing. | | |

| |Automatic suspension of PM for out-of-service equipment. | | |

| |Integrated tool scheduling | | |

| |MS-Outlook Integration | | |

| |Maintenance task shadowing/consolidation | | |

| |Assignment transfer | | |

| |PM Generation by priority | | |

| |PM Generation by building | | |

| |PM Generation by date range | | |

| |PM Generation by shop | | |

| |PM Generation by technician | | |

| |PM Generation by contractor/vendor | | |

| |Labor / Manpower requirements reporting | | |

| |Does the system allow PM activities by a fixed method (for example, | | |

| |every month regardless of when the last PM was complete)? | | |

| |Does the system allow PM activities by a floating method (for example, | | |

| |30 days from the previous PM close date)? | | |

| |Does the system allow PM activities by frequency (days), meter | | |

| |readings, or both (such as 90 days or 1500 run hours, whichever comes | | |

| |first)? | | |

| |Does the system have the ability to set up and schedule seasonal PM | | |

| |activities? | | |

| |Does the system allow a work order to be placed on a hold status? | | |

| |Does the system allow a PM schedule to be placed on a hold status? | | |

| |Does the system allow the generation of a single work order for a | | |

| |single activity to be performed across multiple assets of the same | | |

| |type? (For example, generate a work order to all fire extinguisher | | |

| |units in a given area.) | | |

| |Does the CAFM System provide the capability to review, modify, trend | | |

| |and forecast PM work order schedules? | | |

Asset Management

|Req’t # |Asset Catalog |Response Code |Comments |

| |Requirement / Feature | | |

| |Online hierarchical asset catalog | | |

| |Allow search and sort by keyword, location or part number catalog | | |

| |searching | | |

| |Catalog awareness of differing asset ownership. | | |

| |Hierarchical asset categorization tree | | |

| |Assets can exist in multiple hierarchies. I.e. equipment type | | |

| |classification, and system/role assignment. | | |

| |Serialized unit(component) tracking. | | |

| |Equipment criticality ratings. | | |

| |Work order scheduling based on asset criticality. | | |

| |Asset role/ assignment tree | | |

| |System / Subsystem / Assembly cost rollups | | |

| |Asset system/sub-system / assembly relationships | | |

| |Asset dependency | | |

| |Asset symbol management | | |

| |Asset link to drawing symbols | | |

| |Asset location tracking on drawings | | |

| |Asset locator/ drilldown from a map | | |

| |Asset procedures library | | |

| |Asset roles | | |

| |Asset assignment history | | |

| |Downtime history tracking and monitoring. | | |

| |Maintenance History | | |

| |Asset can be assigned to building; costs rollup to building | | |

| |Asset linkage to unlimited number of documents | | |

| |Safety/ risk/ incident tracking against assets | | |

| |CAFM System able to use GPS coordinates in identify/locating assets? | | |

| |Can assets be linked to an external fixed-asset module in an ERP? | | |

| |Can individual assets be linked to different ERP fixed-asset modules? | | |

| |(For example some assets link to an SAP Fixed Asset system, others to | | |

| |an Oracle one) | | |

| |Retired and disposed assets remain in the database, with a special | | |

| |status. | | |

| |Inactive / retired asset history retained? | | |

| |Warranted asset monitoring/ flagging | | |

| |Warranty term and provider tracking | | |

| |Assemblies of assets supported? | | |

| |Does the system have the ability to structure facilities and equipment | | |

| |in unlimited hierarchies, allowing parent-child relationships (such as | | |

| |mechanical, electrical, control systems etc.)? | | |

| |Does the system provide an on-line display of information concerning | | |

| |work history sorted by any field for plant facilities, equipment, and | | |

| |vehicles? | | |

| |Does the system have the ability to track unlimited user-defined asset | | |

| |types (i.e. motor, pump, control loop)? | | |

| |Does the system have the ability to track unlimited user-defined | | |

| |attribute types (i.e. name plate data, specifications) for each | | |

| |user-defined asset type in the database? | | |

|Req’t # |Technology Assets |Response Code |Comments |

| |Requirement / Feature | | |

| |Cable Management | | |

| |Terminals | | |

| |Devices | | |

| |Sockets | | |

| |User-defined cables | | |

| |User-defined terminals | | |

| |User-defined devices | | |

|Req’t # |Parts/ Tools/ Material Management |Response Code |Comments |

| |Requirement / Feature | | |

| |Inventory fields include: | | |

| |Quantity on hand | | |

| |Quantity reserved | | |

| |Reserved by | | |

| |Date expected | | |

| |Quantity available now | | |

| |Where used | | |

| |Automatic update of inventory when parts are assigned to a work order | | |

| |Reorder points | | |

| |Reorder point automated notification / workflow launch | | |

| |Economic order quantities | | |

| |Serialized parts | | |

| |Stockroom control | | |

| |Tool reservation | | |

| |Linked purchase order creation | | |

| |Emergency picking | | |

| |Material receiving | | |

Supporting Modules

|Req’t # |Integrated Reporting |Response Code |Comments |

| |Requirement / Feature | | |

| |Ability to combine and join data across any modules, for reporting | | |

| |purposes. | | |

|Req’t # |Contact/ Vendor Management |Response Code |Comments |

| |Requirement / Feature | | |

| |Centralized contact data for all modules. | | |

|Req’t # |Contract Management |Response Code |Comments |

| |Requirement / Feature | | |

| |Centralized contract data for all modules. | | |

| |Contract routing for approval. | | |

| |Warnings, workflow launch as contract expiration approaches. | | |

| |Warnings, workflow launch as contract maximum expenditure approaches. | | |

|Req’t # |Document Management |Response Code |Comments |

| |Requirement / Feature | | |

| |Markup & Redlining | | |

| |Routing | | |

| |Approval | | |

| |Publish | | |

| |Threaded discussions | | |

| |Check-in/Check-out/Download | | |

| |Version Control | | |

|Req’t # |Workflow |Response Code |Comments |

| |Requirement / Feature | | |

| |End-user configurable | | |

| |Graphical representation | | |

| |Access to all data elements | | |

| |Value-based branching (i.e. Not-to-exceed limits) | | |

| |Workflow can generate new documents from templates? | | |

System/ General

|Req’t # |User Interface |Response Code |Comments |

| |Requirement / Feature | | |

| |Facilities dashboard (single screen for items requiring a user’s | | |

| |attention) | | |

| |Customer portal | | |

| |Key Performance Indicators (KPI’s) | | |

| |Ad-hoc end-user Query and Data Mining | | |

| |Ability to add fields / custom data elements | | |

| |Configurable object attributes | | |

| |Does the CAFM System provide the ability to move from one module or | | |

| |function (i.e. work orders to inventory control) without logging into | | |

| |each module separately? | | |

| |Tabular data entry screens, for large volumes tasks? | | |

| |Does the CAFM System provide a toolbar with graphical buttons to | | |

| |perform common functions? | | |

| |Do all forms, pages and dialog boxes fit on the screen, or is scrolling| | |

| |or paging required? | | |

| |Does the online help document all features, functions and tasks? | | |

| |Is the online help context-sensitive? | | |

| |Does the CAFM System allow for the ability to customize the on-line | | |

| |help files? | | |

| |Global “Find” data value feature? | | |

| |Wildcards supported in Find feature? | | |

| |Partial match supported in Find feature? | | |

| |Comparators (, ) supported in Find screens? | | |

| |Does the CAFM System allow the system administrator to define fields | | |

| |that are required and fields that are not required? | | |

| |Does the CAFM System visually distinguish between fields that are | | |

| |required and fields that are display only? | | |

| |Single point of entry for accounting clerk functions. | | |

| |Support for electronic invoicing? | | |

| |Support for paper invoicing? | | |

| |Paper voucher generation from electronically-entered invoices? | | |

| |Interface for mass changes or large-volume data entry? (i.e. change all| | |

| |Compaq references to Hewlett-Packard) | | |

|Req’t # |Security |Response Code |Comments |

| |Requirement / Feature | | |

| |Unlimited depth to organizational hierarchy | | |

| |System administrator may grant no access, read-only access, update, | | |

| |delete permissions to any user | | |

| |Security can be established by system administrator for each table/ | | |

| |screen/ procedure | | |

| |Module-level security? | | |

| |Screen-level security? | | |

| |Menu/Function level security? | | |

| |Record-level security? | | |

| |Field-level security? | | |

| |Does the CAFM System provide the ability to print an audit report of | | |

| |daily transactions by user ID, date, time, and transaction type? | | |

| |System administrator may reset user passwords? | | |

| |Does the system have a concept of “user role”? | | |

| |Does the system have a concept of “user group”? | | |

| |Is direct query of the database supported through SQL or ODBC? | | |

| |Is direct update of t he database supported through SQL or ODBC? | | |

| |Can access to application modules be controlled by user login ID? | | |

| |Can access to application modules be controlled by user role? | | |

| |For all changes, is userID, datestamp, before and after values | | |

| |captured? | | |

| |Does the system have built-in features to facilitate archiving of old | | |

| |data? | | |

|Req’t # |Platform |Response Code |Comments |

| |Requirement / Feature | | |

| |Fully web-based solution? | | |

| |J2EE Compliant | | |

| |Data accessible through XML / as a web service | | |

| |Is any client-computer software installation required? | | |

| |Does the package include any user-customization tools, or is all | | |

| |customization through third-party tools? | | |

| |Can the system administrator hide or expose existing fields on screens?| | |

| |Can field titles and screen text be changed without programming tools? | | |

| |Does the system allow re-arrangement of fields on the screen? | | |

| |Can user-defined fields be added to screens? | | |

| |Is the CAFM System GIS-Aware? | | |

| |Does the CAFM System support GIS Shape files? | | |

| |Does the CAFM System support ArcInfo coverages. | | |

|Req’t # |Field Platform |Response Code |Comments |

| |Requirement / Feature | | |

| |Is the system compatible for use with a network-detached laptop | | |

| |computer? | | |

| |Non-networked pen-based tablet computer? | | |

| |Non-networked, docking handhelds? | | |

| |Wireless, networked handhelds? | | |

|Req’t # |Standards Compliance |Response Code |Comments |

| |Requirement / Feature | | |

| |OSCRE Compliant | | |

| |Bar-code reader integration | | |

| |OSCRE Compliant | | |

| |List data formats the system can natively export to. | | |

| |AIA Layer standard adherence in CAD features? | | |

| |CSI Codes used in construction budgeting features? | | |

| |Support for BOMA and IFMA space types in Space Management? | | |

|Req’t # |Reporting |Response Code |Comments |

| |Requirement / Feature | | |

| |Will an entity-relationship diagram be supplied with the proposed | | |

| |system? | | |

| |Third party and new reports can be added to the system and accessed | | |

| |from system menus? | | |

| |List all supported third-party report writers. | | |

| |Can Non-technical users create reports, without a third-party tool? | | |

| |Includes the following Maintenance Management & Operations Reports | | |

| |out-of-the-box. | | |

| |Work Order Status–Monthly & Daily | | |

| |Open work orders | | |

| |Closed work orders | | |

| |Completed work orders | | |

| |Work order backlog/aging | | |

| |PM schedule | | |

| |Planned vs. Actual Labor Hours | | |

| |Master Equipment List | | |

| |Equipment History | | |

| |Includes Space, Lease and Property Management Reports out-of-the-box. | | |

| |Includes Asset Management Reports out-of-the-box. | | |

| |Includes Program/Project Reports out-of-the-box. | | |

| |Program Level Budget Status Report | | |

| |Project Level Budget Status Report | | |

| |Program Level Payment Status Report | | |

| |Project Level Payment Status Report | | |

| |Executive Reports | | |

| |(i.e. Projects Behind Schedule | | |

| |Project Over Budget) | | |

| |Ad-hoc reporting ability. | | |

| |Meeting reports | | |

|Req’t # |Messaging |Response Code |Comments |

| |Requirement / Feature | | |

| |SMTP/POP3 Dispatch | | |

| |Direct login from received e-mail (i.e. recipient can login to the | | |

| |appropriate context from a link in a system dispatched e-mail message) | | |

| |Fax Dispatch | | |

| |Wireless handheld messaging | | |

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