jagomart
digital resources
picture1_Construction Template Excel 40236 | Exhibit 15 Access Database Evision


 224x       Filetype XLSX       File size 1.12 MB       Source: www.courts.ca.gov


File: Construction Template Excel 40236 | Exhibit 15 Access Database Evision
sheet 1 file summary page source of data evision access database summary description of tables contents real estate projects such as new construction leases and other real estate projects for ...

icon picture XLSX Filetype Excel XLSX | Posted on 14 Aug 2022 | 3 years ago
Partial file snippet.
Sheet 1: File Summary Page


Source
of
Data:
eVision Access Database Summary Description of Tables Contents: Real Estate projects such as new construction, leases and other real estate projects for REO, planners and Real Estate Manager. Tracks work in progress as well as completed work, providing ability to produce reports and dashboard of work product complete with phases, milestones and additional lists.

Database Size 19,464 KB Summary Description of Tables Purpose: Tracking Projects: Data, Contacts, Activity, Status Updates, Lease associations, Time Assignments, Budget Management, Close out Processing, Contact Data Updates, Project Assignments, Agency Reports, and Change Requests.

Providing history of ALL projects, during all phases, even cancelled. Provides WIP for Real Estate User, Planners and Real Estate Management, and retains history of contacts, activities and document management. eVision tracks and sends emails, auto populates documents and saves to network folders.

Provides reports:
Agency Reports - Status Report, Regional Reports
Management Reports - Project Schedule, Over Budget, Status
Staff Reports - Project Detail, Contacts, Activity
Variance Reports - Budget Percentage, Complete or Cancelled

Provides dashboard graphs: examples - Total Assignments and Weeks of Work by Unit, Project Allocation per REO, Project Allocation by Unit, Weeks of work by by FIscal Year

Parent or Child or null: See Table Related File Name(s): Projects
Projects Status with dates
Project Notes - Activity - projected, current and past
Project Contact

Agency/Agency Region

Contacts/Contact Type/tbl_log_on_off

Lease Contact

Project Leases
Leases
Space Type
Lease Status
Lease Notes

Building

Word Document Templates - produced to be filed and/or sent via email. Some documents Archived to network folders.

Other related smaller tables: Milestone
Phase
Agency Region
Contact Type
(See Data Examples and Table)
Comments or other Pertinent information: eVision sends emails, auto populates document templates to send out. Document management - creates document, creates folders and saves document to network folders.

Sheet 2: Field Definitions
Table/FileName: Project



Field Name Type of Field Related Table/Key Description
ProjectID Number/Key Project Lease/Lease
Project Status
Project Notes
Number sequential key for Projects File
ProjectName Text
Name of Real Estate Project - could be a lease, acquisition, etc
Category
Project Category Lookup from Project Category File
ProjectLeaseID Key
Ties Project and a Lease record together via the Lease ID number
Agency Key Building Table Says Agency, but data is populated with Building ID
Unit/Division Text
Building Name
Address Text
Building Address
City Text
Building City
State Text
Building State
Zip Number
Building Zip Code
County Text
Building County
SqFt Number
Project Sq Ft
Rent Number
Rent Amount
PrintFlag

FALSE or TRUE - all records reviewed were FALSE
Status Text
Lookup from from Project Status table, however there are additonal statuses not in table - perhaps lookup or freetype
Milestone Text Milestone Lookup from Milestone File
Phase Text Phase Project Phase Description or blanks
DateInactive Text
Date project inactivated
REOToDo Text
Real Estate Analyst To Do, data surveyed was blank
PlannerToDo Text
Planner to Do, data surveyed was blank
PriorityREO Text
TRUE, FALSE - all data surveyed were FALSE
PriorityPlanner Text
TRUE, FALSE - all data surveyed were FALSE
REOToDoDate Date
To do date for Real Estate Analyst
PlannerToDoDate Date
TO do date for Planner
BeginDate Date
Project Begin Date
ExpirationDate Date
Project Expiratin DATe
FirmExpiration Date
Firm Expiration Date
DaysToCancel Number
Number of days to cancel
Urgent Text
TRUE, FALSE - all data surveyed were FALSE
AgencyContact Number Key Agency record number or blanks
iABMS Text
TRUE, FALSE - all data surveyed were FALSE
AgencyReport Text
TRUE, FALSE
Structure Text
Data surveyed was blank
DateRecieved Date
Date project was received by Planner or Real Estate
%Complete_L Number
Percentage of Completion for Lease
%Complete_P Number
Percentage of Completion for Project
Estimate Completion Date
Date project estimated to be completed
EstCloseOutDate Date
Date project estimated to be closed
AgencyRegion Text
Populated by agency choice
CruiseID Text
Not interfacing with this system
LeedRequired Text
TRUE, FALSE - all data surveyed were FALSE, Table relationships indicte removal of Leed file
CloseOutLog Text
TRUE, FALSE - all data surveyed were FALSE
LumpSum TExt
Data surveyed - 1 record has 0 and the rest are blanks
Section Text
Lookup from REGION TABLE, but has 1, 4 and 5 in addition to valid regions
Funding Text
Surveyed Data appears to be free text
Master_Project_Number Key Project (this file) Lookup Project file for Project ID
Unit Text
County number space County Name - example 23 Mendocino
ExhibitDates Date(s)
Data surveyed was blank
Scope Text


ProjectFunding Text
Data surveyed was blank
Folder Text
Folder Path for Project
Other Party Text Organization File Organization Name or Free Typed
CapitalProject Text
TRUE, FALSE
OptionType Text
Data surveyed was blank
EventDate Date
Data surveyed was blank





Table/FileName: Project Status with Dates



Field Name Type of Field Related Table/Key Description
StatusID Number Key Sequentially numbered key
ProjectID Number Key/Project Project ID # from Project File
DateChanged Date
Date of recorded status change
Status Text
Free Type Status
Name Text user_action First Name Last Name
Name_osu Text Log_on_off User Logged in from Log_on_of table





Table/FileName: Project Contact



Field Name Type of Field Related Table/Key Description
ProjectID Number Key/Project Project ID # from Project File
Contact ID Number Key/Contact Contact ID for linking to Contacts file
ContactTypeID Number Key/Contact Type Lookup Contact Types and select
SendEmail Text
TRUE, FALSE
PersonID Number
Person ID number, but most of data surveyed was blank





Table/FileName: Project Lease



Field Name Type of Field Related Table/Key Description
ProjectID Number Key/Project Project ID # from Project File - links lease to a project
Lease ID Number Key/Leases Lease ID# from Lease File - links lease to a project





Table/FileName: Project Notes



Field Name Type of Field Related Table/Key Description
Note ID Number Key Sequential number key
ProjectID Number Key/Project Project ID # from Project File - links lease to a project
Notes Text


DateChanged Date


Notes Text







Table/FileName: tblMilestone



Field Name Type of Field Related Table/Key Description
Milestone Key
Milestones in text to use to lookup in Project File
SortOrder Number
Number to sort records, rather than alpha sort
cboDisplay

Text displayed in lookups





Table/FileName: tblPhase



Field Name Type of Field Related Table/Key Description
Phase Key
Phases in text to useto lookup from Project File
Sort Order Text
Number to sort records, rather than alpha sort
cboDisplay Text
Text displayed in lookups





Table/FileName: Leases



Field Name Type of Field Related Table/Key Description
LeaseID Text/Key Project Lease/Project Number sequence with L at end or text sequece such as DGS with L at end
ProjectID Text Project Lease/Project Each Lease is a real Estate project
BuildingID Key Locations Table Key to Building Table, Locations in CAFM 1.0
LeaseName Text
Name of lease
ExpenseRevenue Text
Expense, Revenue
BuildingName Text
Building Name
Start Date Date
Lease start date
End Date Date
Lease End date, expiration date
Status Number
0, -1
PAA Text
Real Estate Analyst assigned toLease





Data pulled into Lease from other files - building, project, contact
Address
Building

City



County Text


Zip Text


FirmExpiration Text


ManagingAgency Number


LeaseAgency Text


PortfolioRegion Number


PortfolioRegionCode



DaysToCancel



FY_Due



Contact# Key Contact

Contact1



Contact2



ContactAddress1



ContactAddress2



ContactCity



ContactState



ContactZip Date


Phone Number Formatted


Fax Number Formatted


Terminated Number/Date Calc


Agency



SqFt_new Number


SqFt_old Number


Rent_new Number


Rent_old Number


DateRecieved



%Complete_L Number


%Complete_P Number


Estimate Completion



EstCloseOutDate Date


AgencyRegion



CruiseID



LeedRequired



CloseOutLog



LumpSum



Section



Funding








Table/FileName: Space Type



Field Name Type of Field Related Table/Key Description
SpaceTypeID Number/Key
Number sequential key
LeaseID Text/Key Lease Lease ID links Space type with Lease
ProjectID Number Key/Project Project ID links Space type with Project
SpaceType Text
Key in space types, could be classification
Units Number


UnitDescription Text
UOM of Units, example - square feet
Rent Number
Rent Amount
DateAdded Date
Date Speace type record added





Table/FileName: Lease Contact



Field Name Type of Field Related Table/Key Description
LeaseID Text/Key Lease Lease ID links Contact file with Lease File
Contact ID Key Contact links Contact File with with Lease Contact File
ContactTypeID Key ContactType links Contact File with with Lease Contact Type
SendEmail Text
TRUE, FALSE





Table/FileName: LeaseLLContact



Field Name Type of Field Related Table/Key Description
Contract Status Key
Status of Contract: Active, Inactive, blank
Building ID Key Locations Table Key to Building Table, Locations in CAFM 1.0
Court Building Name Text
Court Building Name
Address Text
Address
City Text
City
PAA Text
Real Estate Analyst assigned to Lease
Lease ID Text/Key Lease Lease ID links Lease LL Contact file with Lease File
Lease Name Text/Key Lease Lease ID links Lease Land Lord Contacts with Lease
Revenue/Expense Text
Expense, Revenue, blank
Current Term Start Date
Start of Lease Term
Curent Term End Date
End of Lease Term
Landlord Name Text
Landlord Name
Landlord Legal Name Text
Landlord Legal Name
Attention To Text
Attention To
Landlord Address Text
Landlord Address
Landlord City Text
Landlord City
Landlord State/Province Text
Landlord State/Province
Landlord Zip/Postal Code Number
Landlord Zip/Postal Code
Landlord Phone Number Formatted
Landlord Phone
Landlord Fax Number Formatted
Landlord Fax





Table/FileName: Status_lm (aka Lease Status with Dates)



Field Name Type of Field Related Table/Key Description
StatusID Number
Key to Status, number
Lease ID Text/Key Lease Lease ID links Lease LL Contact file with Lease File
DateChanged Date
Date status was modified
Status Text
Keyed in status of lease
Name Text
First Name Last Name of user updating status
Name_osu Text Log_on_off User Logged in from Log_on_of table





Table/FileName: Notes_lm ( aka Lease Notes)



Field Name Type of Field Related Table/Key Description
LeaseID Text/Key Lease Lease ID links Lease allows Lease Notes to be associated with Lease
Notes Text
Notes text added, can have more than one note per lease










Table/FileName: Contact



Field Name Type of Field Related Table/Key Description
Contact ID Key Log_on_off/Contact Type
Lease Contact
Project Contact
Building Contact
Contact ID to link contact to various related files
First Name Text
Contact Last Name
Last Name Text
Contact First Name
ContactTypeID Key Contact Type Links Contact Type file and contact file
Organization Text Organization Organization Name or Free Typed
WorkPhone Number Formatted
Work Phone
CellPhone Number Formatted
Cell Phone
Email Text /Link
Email address of contact
StreetAddress Text
Street Address
City Text
City
State Text
State
Zip Text
Zip Code
Fax Phone Number
Fax
Notes Text
Comments pertinent to contact
ComputerNumber Text
Some contacts are internal user, used for log_on_off user actions and pulling user name
PrintFlag Text
TRUE, FALSE - Data surveyed had all FALSE
SendEmail Text
TRUE, FALSE - Data surveyed had all FALSE
osUserName Text
System UserName signed in - internal user, used for log_on_off user actions and pulling user name
Supervisor Number
Supervisor ContactID number, to link for supervisor transaction reports and management of work product
DGS Text
TRUE, FALSE - Data surveyed had all FALSE
Person_ID Number Key File name needed
AdminRights Text
TRUE, FALSE
UserClass Text
Admin User, Read Only, User
IMS Text
User ID for external interface system IMS
Coorespondence Text
TRUE, FALSE - Data surveyed had all FALSE
FiscalServices

TRUE, FALSE - Data surveyed had all FALSE
Section Text
Data surveyed: RELPS, *, BANCRO, RPSS, SOLD, SRO
Unit

Surveyed Data appears to be free text
Task Number
Number or blank
ABMS_ID Number
User ID for external interface system IMS
StartDate Date
Contact Start Date
EndDate Date
Contact End Date
Title Text
Contact Title





Table/FileName: Contact Types



Field Name Type of Field Related Table/Key Description
Contact Type ID Number/Key
Number sequential key
ContactType Text
Contact Type displayed for lookups
cbo Display Text
Text displayed in lookups





Table/FileName: tbl_log_on_off



Field Name Type of Field Related Table/Key Description
log_on_off_ID Number/Key
Number sequential key
ContactID Key Contact Contact ID links with Lease Contact File
Timeon Date/Time
Time logged in
TimeOff Date/Time
Time logged out
osUserName Text
From Contact file
WorkPhone Number Formatted
From Contact file
Email Text
From Contact file
Machine Number Text
From Contact file





Table/FileName: tblAgency



Field Name Type of Field Related Table/Key Description
Agency Key/Text
Using Building ID number, plus BLD 99-XX
Description Text
Building Name, plus Unknown TBD
cboDisplay Text
Display Bldg ID, plus BLD 99-XX
Agency Name Text
County Nu,ber (space) County Name, example = 01 Alameda, also Unknown TBD
CA

Data surveyed was blank
BU

Data surveyed was blank





Table/FileName: tblAgencyRegion



Field Name Type of Field Related Table/Key Description
Agency Key
Regency ID number
Region Text
Region names
SortOrder Number
Number to sort records, rather than alpha sort
osUserName Text
Region names for display in lookup





Table/FileName: Building ( data brought in from CAFM 1.0 Location/Acquisition)



Field Name Type of Field Related Table/Key Description
BldgID Key/Text
Key to Building in CAFM 1.0 Location for use in Projects and Lease
County Text
From County List CAFM 1.0
Region Key
RegionTable & Region List in CAFM 1.0
Facility Ops Region Text
JCC Region Name from CAFM 1.0 Location
BldgName Text
Building Name from CAFM 1.0 Locations
Address Text
Address from CAFM 1.0 Locations
City Text
City from CAFM 1.0 Locations
Org Text Key Oranizatin Type from CAFM 1.0 Locations
Owned/Leased Text
Owned/Leased from CAFM 1.0 Locations
Title Holder Text
Title Holder from CAFM 1.0 Locations
Managing Party Text
Managing Party from CAFM 1.0 Locations
JCC % Shared Cost Number
JCC % Shared Cost from CAFM 1.0 Locations, number with 2 digit decimal place
Exclus Court Space (SF) Number
Exclusive Court Space square feet from CAFM 1.0 Locations
Exclus Non-Court Space (SF) Number
Exclusive Non- Court Space square feetAddress from CAFM 1.0 Locations
Building Gross (SF) Number
Gross square feet from CAFM 1.0 Locations
Building Notes Text
Building Notes from CAFM 1.0 Locations
Bldg Type

Building Type from CAFM 1.0 Locations
Orig Constrct Yr Number
Original Construction Year from CAFM 1.0 Locations
Ownership Text
Ownership from CAFM 1.0 Locations
Folder Text
Building Folder Name on shared drive
Unit Text
County number (space) County Name, example 01 Alameda
CFP Number
Cost for Project
AFA Text
Real Estate Analyst in charge of Building, initials of analyst or blank
Bond Funded Text
TRUE, FALSE
Bond Closing Date Date
Date formatted MM/DD/YYYY or blank
Bond Year/Series Text
Year and Series Name, example 2012 Series G
FMA Text
JCC Facilities Mangement Administator
Oracle ID Text
Oracle ID from CAFM 1.0 Locations
NumberOfCourtrooms Number
Number of Court Rooms from CAFM 1.0 Locations
Historic Text
TRUE, FALSE from CAFM 1.0 Locations
SeismicStatus Text
Seismic Status DSA from CAFM 1.0 Locations
FEMA Seismic P-154 Score Text
FEMA Seismic P-154 Score from CAFM 1.0 Locations
Seismic Risk Rating Text
Seismic Risk Rating from CAFM 1.0 Locations
DateTitleAcquired Date
Date Title Acquired from CAFM 1.0 Locations/Acquisition
SB17Transfer Text
SB17 Transfer from CAFM 1.0 Locations/Acquisition
AcquireType Text
Date Title Acquired from CAFM 1.0 Locations/Acquisition = TRUE, FALSE
FiscalLocationID Text
Fi$cal Location ID from CAFM 1.0 Locations, used to interface with State of California Fi$cal System
Status Text
Status from CAFM 1.0 Locations, status of building record - only Active pulled into eVision
BondIndebtedness Text
TRUE, FALSE
MaturityDate Date
Bond Maturity Date
Acquisition Date Date
Acquisition Date from CAFM 1.0 Locations/Acquisition





Table/FileName: Lease Transactions



Field Name Type of Field Related Table/Key Description
Region / JCC Region Text
Region and JCC Region combined. JCC Region from CAFM 1.0 Region & JCC Region, example - BANCRO, 3 - West
County Text


RE Lead Text


AFA Text


JCC LSE No Text Key

CAFM Bldg Id Text
Building ID
Field7 Text
Bldg Name
Cate- gory Text


Transaction Type Text


Other Party Text


Street Address & City Text


Status Text


Comments Text


Fee / No Fee Text


Proj Lease Comm Date Date


Est Lease Execution Date


Field17 Text
Data Surveyed
CFR / IBA Text
Data surveyed - N, Y, n/a, ?, Rev, blanks
LS Text
Legal Services assigned - first initial last name, first name, n/a, TBD, SW, blanks
Field 20 - Field 255

Blank fields





Table/FileName: Region



Field Name Type of Field Related Table/Key Description
SupervisorID



Region








Table/FileName: Project Date



Field Name Type of Field Related Table/Key Description
ProjectID Number Key/Project Project ID # from Project File
OwnerID Key/Number
Owner ID number ID
Followup Date
Date of Follow Up MM/DD/YYYY
osUserName Text
Data surveyed all blank





Table/FileName: Project Category



Field Name Type of Field Related Table/Key Description
Code Text
Numbers, and 1 record with * to display header "All Categories"
ProjectCategoryID Number/Key
Number sequential key
ProjectCategory Text
For lookp in project file
cboDisplay Text
Project Category display name in lookup





Table/FileName: Lease Folder



Field Name Type of Field Related Table/Key Description
F1 Number Lease Lease ID Number
F2 Text
Folder Name
F3 Text
Unlabeled field no data
F4 Text
Unlabeled field no data





Table/FileName: BuildingContact



Field Name Type of Field Related Table/Key Description
BldgID Text/Key Building Building ID number key to Building
ContactID Number Contact Contact ID number key to Contact type
ContactTypeID Number Contact Type Contact Type ID number key to Contact type
SendEmail Text
TRUE, FALSE
Workphone Number Formatted
Contact Work Phone
Cellpone Number Formatted
Contact Cell Phone
Email Text
Contact Email Address





Table/FileName: BuildingNote



Field Name Type of Field Related Table/Key Description
NoteID Number/Key
Number sequential key
BldgID Text/Key Building Building ID links CAFM 1.0 Location
DateChanged Date
Date of Building Note
Note Text/Key
Note or comment regarding building
Name Text
Name of user logged in making note
Name_osu Text/Key Log_on_off User Logged in from Log_on_of table





Table/FileName: BondFundedBuildings



Field Name Type of Field Related Table/Key Description
Year / Series Text
Bond Year and Series to populate to same field in Building File
County Text Building Building County
Facility Text Building Facility is Building name from CAFM 1.0 Locations
Facility # Text Building Facility is Building ID number from CAFM 1.0 Locations
Closing Date Date
Date Bond closes
Re-Fi Text
Season Refi completed - Spring, Summer, Fall, Winter and Year, example Spring 2017





Table/FileName: User_Action



Field Name Type of Field Related Table/Key Description
user_action_ID Number/Key
Sequentially numbered key
DateTime Data
Date of User Action
User Text
Initial and Last Name from
Control Text Related Table Describes Action, exampele - Main Menu - Open the My Projects form

The words contained in this file might help you see if this file matches what you are looking for:

...Sheet file summary page source of data evision access database description tables contents real estate projects such as new construction leases and other for reo planners manager tracks work in progress well completed providing ability to produce reports dashboard product complete with phases milestones additional lists size kb purpose tracking contacts activity status updates lease associations time assignments budget management close out processing contact project agency change requests history all during even cancelled provides wip user retains activities document sends emails auto populates documents saves network foldersprovides report regional reportsmanagement schedule over statusstaff detail activityvariance percentage or cancelledprovides graphs examples total weeks by unit allocation per fiscal year parent child null see table related name s projectsprojects datesproject notes projected current pastproject contactagencyagency regioncontactscontact typetbl log on offlease cont...

no reviews yet
Please Login to review.