TECHNICAL SESSION · LIVE · 65 MIN · OCTOBER 8
The PM’s Role in Centerline
Led by Andrea Bowman. An overview of Centerline from project setup through bidding, construction, and closeout, and the parts of it the project manager owns.
Session throughline: The PM is the single point person for Centerline. Set up each module with care, route every submittal and RFI, and close the record before you archive it.Session Recap
What Andrea Bowman covered on October 8: what the PM owns in Centerline, the bidding steps that can’t be undone, construction setup, and the submittal and RFI review process. Includes the meeting recording.
Available Read the recap →Meeting Recording
The full October 8 session on Microsoft Teams. Watch the live walkthrough of each Centerline screen.
Available Watch →Centerline User Groups
The security group matrix (PDF). One page that shows what each user group can see, comment on, create, review, or administer in each Centerline module, from bidding through closeout.
Available Download the PDF →What this session covered
- ✓Name the 3 places where the PM lacks full admin rights: bidding, the task manager, and the storyteller module.
- ✓Use the 2 MILO forms that start and end a Centerline project: new project setup and project archive.
- ✓Avoid the bidding mistakes that can’t be fixed: the live date, the one upload of specs and drawings, and addenda.
- ✓Set up construction: name the architect administrator, then review the set before you publish it.
- ✓Route a submittal or RFI to consultants with an internal due date, then accept it or send it back.
- ✓Post the substantial completion document before the project is archived.
Where it sits
Session timing
This session ran on October 8. Module 12 follows it. Module 12 covers project closeout, where the Centerline record has to be complete before archive.
Screens used in the session
- Centerline project dashboard
- Manage project and project users
- Design: Centerline Drive, task manager, design package review
- Bid management setup
- Construction management setup and the publishing center
- Submittals, RFIs, pay applications, and change orders
- Closeout and storytelling
The security group matrix is on this page as the Centerline User Groups download. Troubleshooting guides and feature updates are on the Centerline page on MILO. For training or problems, contact Andrea Bowman.