Stages provide the ability to link focused segments of work within a project that may have different bodies of data & team members. Stages empower connected environments for collaboration & scope coordination, as well as support long term building management.
What are Stages?
When creating a new project, you will be prompted to select a Stage. Select the "What are Stages?" to learn more about each Stage.
Example Scenarios
To get a better idea of how Stages can assist in project management, we have provided some real life examples of complications. Below are several scenarios in Design, Operate, and Construct where Stages can jump in and assist.
Design stage
Example #1 complication - An owner has a facility with the intention of renovation, but unfortunately they do not know if existing drawings are up-to-date. They will have to contract these services out. A site survey is required to capture existing conditions.
- Who is involved - Design Team, Consultants, Building Owner
- Where Stages jumps in to help - We can check for an operate stage and perform a site survey for any gaps that need to be addressed during Design. You could duplicate an existing Operate Stage to begin. If one exists, Owner standards can be added.
Example #2 complication - An owner has an existing facility that they need to maintain occupancy throughout construction, therefore it is necessary to have a multiple phases and the owner has decided to perform this floor by floor. It will take 5 phases to complete all floors.
- Who is involved - Architects, Engineers, Hardware Consultants, Building Owners Rep, GC
- Where Stages jumps in to help - You can have 5 linked stages or you could have 1 stage with the data sorted to reflect 5 phases.
Example #3 complication - Project documentation must be separated into two isolated stages: pre-construction design (containing public safety and potential criminal liability documentation) and construction documentation (containing civil liability and contract compliance records). Both stages must remain separate from owner-operated facility management systems, as those records require ongoing modifications for building operations and maintenance.
- Who is involved - Design Team and Construct Team
- Where Stages jumps in to help - Stages allows you to create 2 different stages. You can keep spec data(submission/build level) in one Design stage, and submitall (Record Drawing or As-Built) in another Design stage. Due to the flexibility and power of Stages, you have the option of creating a Linked Design stage or an Operate Stage depending on how you would like to work.
Construct stage
Example #1 complication - Asked to do a punch walk based on the most current data. they have a pair of submittals. I want to use my final submittals approved by the GC. I want to check the specs because something appears to be wrong.
- Who is involved - Construct team
- Where Stages jumps in to help: It can bring in data outside of Overtur for you, you can now have 2 linked stages that helps you organize your project. Through onboarding process, Overtur will assist in bringing in your docs and punching against your submittals.
Example #2 complication - We need to create two separate Construction stages - one for Consultant, on behalf of the GC, and one for Installers. This keeps their similar data connected but separate, making it easier for both teams to work.
- Who is involved - Construct team and consultants
- Where Stages jumps in to help: With Stages allowing you to link multiple stages together, you can keep data in separate Construct Stages. Installers can have one space in order to manage installation. Consultants can have another space to assess what work was completed.
Operate stage
Example #1 complication - You have a campus multiple buildings/tenants that have the same door #s or have different owner standards to manage.
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- Who is involved - Building Owner
- Where Stages jumps in to help - Stage linking allows you to manage multiple buildings with shared data while maintaining unique requirements for each building. This helps prevent confusion when identical door numbers exist across different buildings.
Example #2 complication - An owner who recently purchased a building plans to add an addition while minimally disrupting existing conditions. They want to implement new standards in the addition, with future plans to update the existing building to match these same standards.
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- Who is involved - Building Owner and Facility Maintenance
- Where Stages jumps in to help - Keeping building data in different stages allows users to manage their building based on multiple unique needs. This can prevent a mix up of products on the same door, ie Brass lever on the inside with a silver lever on outside.
Conclusion
Stages is a powerful tool that enables teams to organize, manage, and collaborate on complex building projects through distinct yet connected workflows. Whether handling multiple construction phases, managing different security requirements, or coordinating various building standards, Stages provides the flexibility to keep data organized while maintaining necessary connections between project segments.
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