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.
There are four types of authority in TCPinpoint: Property Administrator, Project Creator, Project Administrator and Project Party. Authorities have different permission sets for viewing properties, projects, tasks and documents separate from the role-based permission system. Each type of authority is granted in a different way.
Collections are groupings of documents within a project. Collections can be created and deleted by individual users. All projects will have a ‘property collection’ and a ‘project collection’ for documents published to property and project, which is created by the system and cannot be deleted by users.
Conditions determine whether or not a task has been completed. There are two types of conditions: 'yes/no' and document upload. Conditions are children of tasks, set to tasks in the template builder. If a task is marked as complete without a condition being met, the task will display a green circle with an exclamation mark in the workflow.
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 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.
Folders are created on project-level, based on the phases and tasks set by the template. Folders are created by the system and cannot be deleted by users.
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 ledger is a flat record of all of the financial information about a project. You have the ability to design as many ledgers as you want because over the course of a project. TCPinpoint gives you the ability to record amounts against each of those ledgers, and you can update additional lines and approve them internally.
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.
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 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.
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.
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.
Project Administrator is an authority within TCP, which has a set of permissions separate to role-based permissions. A Project Administrator has full access to all tasks and documents on any project they have created. Project Administrators can add people to projects, assign roles to tasks and CC roles on tasks. Project Administrator authority is assigned by Project Creators.
Project Creator is an authority within TCP, which has a set of permissions separate to role-based permissions. A Project Creator has full access to all tasks and documents on any project they have created. Project Creators can add people to their projects, assign roles to tasks and CC roles on tasks. Project Creator authority is assigned to the user who has started a project.
Project Party is an authority within TCPinpoint, which has a set of permissions defined by role. A Project Party access to tasks and documents relevant to the role they have been assigned, as well as permission to access documents that have been made publicly available to property. Project Party authority is assigned when Project Creators and Project Administrators invite users to a role on a project or in the template builder.
Property Administrator is an authority within TCP that has a set of permissions outside of role-based permissions. A Property Administrator has permission to upload documents to their Property Page, which will be shared across all projects started on that property. Property Administrators can only see projects that they are team members on, even though projects may be started under their property. This authority must be manually set by TCP.
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.
Resource is an umbrella term used to group assets created by users in TCPinpoint. Resources include Properties, Templates, Projects and Documents.
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.
‘Role’ refers to the real-world function a user will perform within a given project, such as Retail Design Manager, Asset Manager, Shopfitter, Lease Admin, etc. When a user is invited to a project, the Project Creator or Project Administrator will assign them a role. Roles can also be assigned within the template builder. Users are assigned to tasks on a project based on their role. Role permissions are independent of authority permissions.
A task is a single piece of work in a project, to be completed by users assigned to roles designated in the template builder. Tasks are children, or elements, of phases. Tasks have conditions, which are either yes/no or document upload.
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.
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 tenancy is the occupation of property by a tenant; in TCPinpoint, it refers to an individual physical space within a property.
A tenant is a person or company who occupies property rented from a landlord.
A TCPinpoint User is anyone who has a TCPinpoint account, typically involved in one or more projects on TCPinpoint. Users are assigned authority on projects by the TCP system, or by Project Creators and Project Administrators. Users can be assigned Property Administrator authority by TCPinpoint. Users are assigned roles on projects by Project Creators. Users are assigned to tasks depending on their assigned role in a project.
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.