Understanding the Multisite Feature Across Modules

Overview

The Multisite feature allows users to associate multiple physical site locations with a single project. This enables more accurate budgeting, bidding, contracting invoicing, and forecasting per site. It supports site-specific management across several Financial modules, improving transparency and flexibility when handling multi-location projects.

Prerequisites

You must have more than one side associated with your project in order to utilize multisite features.

Important Information

• Sites can be added during project creation, directly in the budget, or through the Buildings & Sites module.

• Multisite automatically activates when more than one site is added to a project.

• Once activated, the system will require site-specific selections in several modules such as Budget, SOV, Contracts, and Invoicing.

• Primary site is a title given to the primary site of a project. This will also be the site that is pulled in as a variable for our Contract Document Templates for this project.

How Multisite Appears in the Platform

Project Creation (New Project)

During project setup:

• Navigate to Project Site and Size.

• Add more than one site address. When doing so, the system will automatically convert the project into a Multisite project.

• This does not change the project interface but allows multiple addresses to be tied to project data.

Buildings and Sites Module (Existing Project)

• This module allows centralized management of site addresses.

• Any new sites added from here can be linked to projects.

• This is also where existing sites are stored and managed.

Project Sites Tab

You can read more about project sites here. 

• After creation, all project sites appear in the Project Sites tab.

• You can edit or delete sites here.

Master Project Budget/ACR

You can read more about creating a project budget here. 

• When a project is created with multiple sites, those sites automatically populate in the Budget.

• Each site must be assigned a cost codes separately during initial setup. Templates can be applied to all or specific sites.

• You cannot duplicate or move budget values across sites.

• Categories and subcategories will appear under each site’s section.

• Sites can now be added directly from the Budget. To do this, just click the Add button and select Add Sites. This will also create the site in Project Settings and Buildings & Sites if it doesn't already exist.

Feasibility Study

You can read more about feasibility studies here. 

• Works the same way as the Budget module.

• Templates can be loaded per site.

Bid Packages

You can read more about creating bid packages. 

• When setting up bid packages, you will be prompted to assign sites.

• SOV and WBS will be split by site.

• Templates can be loaded by site, and cost codes must be assigned per section.

• You can apply a form across multiple sites, streamlining input across shared work.

Project Contracts (Vendor and Main)

You can read more about creating contracts here. 

• You must select a site when entering the SOV.

• Templates can be loaded from one site and applied to others.

• Selecting “Apply to Other Sites” will carry over both the SOV lines and their dollar values.

Contract Changes

You can read more aboutcreating contract changes here. 

• You can add a new site when creating a change order (e.g., for a new scope).

• This allows a new site to be included in an existing contract, even if it wasn’t part of the original agreement.

• Sites and cost codes must be selected per change.

Budget Changes

You can learn more about budget changes (reallocations) here.

• When making a budget change:

  • You must select a site before choosing a cost code.

  • Only cost codes for the selected site will be available.

  • Transfers cannot occur across sites—both the “From” and “To” must be within the same site.

  • To move money across sites, you can create a budget change TO 'Capital Budget Adjustment' and then in the other site create a budget change FROM 'Capital Budget Adjustment' and vise versa.

Direct Costs

You can learn more about direct costs here. 

• When entering a direct cost, a site must be selected.

• The selected site determines the list of available cost codes.

Cash Flow

You can learn more about cash flow here. 

• Each site generates a separate cash flow with its own set of cost codes.

• Forecasting can be done per site, allowing greater financial control across locations.

Invoicing

You can learn more about creating invoices here. 

• Site selection is required when creating or editing an SoV.

• You can enter values per site.

• The SoV screen displays per-site input, but users can still view a total across all sites (e.g., “All Sites Net Current Application”).

Non-Contracted Invoices

• Functions similarly to Contract SoV.

• You can select and apply values to multiple sites.

• Selected sites will display stacked, one under the other.

Summary of Affected Modules

Ready to Use Multisite?

The Multisite feature provides increased flexibility and granular control for projects spanning multiple locations. By enabling per-site planning and tracking across major modules, teams can ensure accurate reporting, smoother workflows, and greater operational clarity.

Multisite Spotlight Recording

Read Next:

• Project Settings: Project Sites