TCPinpoint Knowledgebase and Documentation
Getting Started with TCPinpoint
First things first: build a template with a custom workflow, and invite team members to collaborate. Then, start multiple projects using that template, and then watch the waterfall at work. Upload and retreive documents, leave comments for your team and track the progress of your projects.
A permission is a single rule that states whether a user can or cannot view or take action on a resource. Permissions are groups of rules defined by what authorities a user has, what role they have on a project team, or what view-only permissions they have.
Any action taken on a resource is recorded in TCPinpoint as an Activity. Examples include: task completed, document viewed, project created. Activities are listed in activity feed widgets in sidebars of resources.
A Project is the virtual collaboration space for managing an individual retail or commercial tenancy delivery. A project has one workflow, which is defined by the template chosen during project creation. Project view pages contain document libraries for the management of all documents relating to a delivery. Project pages also include communication tools to collaborate with the people working together on the delivery.
Milestone is a setting that can be applied to phases in the ‘phase edit’ view of the template builder. When applying a template to a project, the project-create form will ask for deadlines for those milestone phases. Milestone deadlines for projects will be reflected in the project header, as well as in reports and analytics.
A workflow is a sequence of phases and tasks that define the process of a project as it moves from initiation to completion. A workflow is defined in a template and utilised in a project. Workflows are displayed horizontally in the ‘workflow’ tab in the project workspace.
A dependency refers to a task in a workflow that must be completed in order for another task to be started. Dependencies are set in the template builder.
A lease is a contract calling for the lessee to pay a lessor for use of a property asset for a specified amount of time.
A tenant is a person or company who occupies property rented from a landlord.
A tenancy is the occupation of property by a tenant; in TCPinpoint, it refers to an individual physical space within a property.
Team Members are users who have role and/or authority based permissions on projects. Team members are invited to roles in the template builder by the Project Creator, or in the project workspace by the Project Creator or Project Administrator. By default, Project Creators are team members on their created projects, and Property Administrators are team members on all projects under their property.
Resourcing can be added to phases on the template builder to define the percentage of workload assigned to any given role. Resourcing is reflected in the resourcing tab on the project workspace.
Reports are collections of data that provide information about and insight into the status of your tenancy delivery. Reports will appear on resource dashboards as downloadable items, either as PDFs or spreadsheets depending on the content of the report.
A deadline is a fixed date for the completion of a milestone phase. Deadlines are set in the project create view and are reflected in the header of project pages and in reports and analytics.
A template is a repeatable resource that can be used for multiple projects in a delivery. Templates are created in the template builder, whereby the user will define the workflow, add ledgers, invite people and define their roles.
A library is a high-level grouping of documents. There are three types of document library on TCPinpoint: user library, property library and project library. Documents in libraries are managed by folders and collections.
A phase is a segment of a workflow; it is a child of a workflow and a parent of a task. Phases are set in the template builder.