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Project files from untermStrich fees, project phases and correspondence, with the source.

Fee calculations, scopes of services and project phases, meeting minutes, drawing revisions and correspondence from untermStrich become searchable in the knowledge base, with answers naming the source. Access is read-only; nothing is changed in untermStrich.

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untermStrich

subject to a feasibility check · folder

Example question

“Which project phases have been billed for the Nüziders primary school project, and which are still outstanding?”

1 Answer with source

Connection

How the connection works

We check before we start whether and how untermStrich can be connected – depending on version, filing and licence scope. junova mirrors the project filing in which your office keeps the documents for the untermStrich projects to your own instance, encrypted – read-only and over outbound connections only. Project, client and phase master data can come along via an export, so that answers are matched to the right project. Until then you upload documents: files, whole folders, emails, photos and voice notes.

Once set up, synchronisation runs automatically: new and changed documents from untermStrich are added without anyone having to upload anything.

Set-upWe estimate the effort after the feasibility check and discuss it with you before anything is set up – ideally together with your untermStrich support partner. The set-up is charged on a time-and-materials basis, agreed in advance.

Documents

Typical content: untermStrich

  • The project file per project number – quote, order confirmation and the related fee notes, including partial invoices by project phase and the payment status
  • Fee calculations with the stored scope of services and work packages, plus variations and additional services that were added during planning
  • Time records per person, project and work package, plus travel and incidental costs from site supervision
  • The office’s address records – client, specialist planners for structural engineering, building physics and building services, building authority and contractors, each with contact person and project reference
  • Drawing lists with revision index, issue date and approval note, plus meeting minutes with their open points and the site supervision reports
  • Project correspondence including emails – from the building permit hearing through the conditions in the building permit and defect notices to contractors, to handover and the occupancy permit

Example questions

Questions you might ask your documents

  • “Which project phases have been billed for the Nüziders primary school project, and which are still outstanding?”

    1 Answer with source

  • “What was recorded about the façade in the meeting minutes of 12 March?”

    2 Answer with source

  • “How did we calculate the fee for a comparable conversion?”

    3 Answer with source

Start

Before a connection is set up

This connection is set up for you rather than switched on in one click. Every source has its own logins, permissions and folder structure – so before we start, we check with you whether and how it can be connected at your company. Set-up and maintenance are charged on a time-and-materials basis, agreed in advance; the amount depends on the source.

You can also upload files, whole folders, emails, photos and voice notes at any time. In the demo you see the answers using sample documents from your industry; you check them against your own documents in the first weeks after go-live.

Preliminary check

What we check in advance

Before we start, we look at which figures from untermStrich should come along via the export – time bookings, fee rates, reports. They then reflect the state of the last sync, not that of the last booking; for the figure that applies today, project controlling in the program remains the place to go. Nothing is recalculated here: the answer shows what is on file. For drawings, we check what form they are in – title block, drawing list and PDF output are read as text; for DWG or IFC files, we check what can be read from them. And we agree with you separately who may see which project, instead of carrying over the project permissions from untermStrich.

FAQ

Frequently asked questions about this connection

We have project folders from many years of using untermStrich. Do the older projects come across?

Yes, and in planning offices the older projects are often the real reason: people rarely ask about the current project, but about the one handed over years ago where a defect is now appearing. The sync does not distinguish between old and new; completed projects in the project filing come across too. It is common to start with the current projects, with older years following afterwards. Scanned as-built drawings and old minutes go through text recognition (OCR); your own documents will show how well that works with faint copies or handwritten notes.

We have five revisions of one drawing. Which one do we get to see?

The one the answer comes from – with revision index and issue date as they appear in the title block. No revision is overwritten or sorted out: access is read-only, and your filing stays as it is. If you ask for the current revision, the answer names the latest index and the folder it is in. Whether that revision is also approved is still decided by the approval note, not by the system.

Our project folders are filed by project number and year. Does anything have to change?

Usually not; the structure even helps. The system derives from the project number and path which project a document belongs to, and the project master data from untermStrich can add the client and project name. This is particularly useful where the same plot has been given several numbers over the years – preliminary design, planning application, construction – or where you handle a project in a joint planning partnership. Documents without a project number can be found via their content, but the assignment to the project is then weaker; we check your filing beforehand.

What happens when untermStrich is updated?

Nothing is changed in the program itself; the sync of the project filing relates to the directory, not to the program version. What it may affect is the master data export – for instance if fee or hours columns are structured differently or a new range of project numbers is added. So let us know about a planned change in advance, and we will look at the first sync afterwards together.

Will everyone in the office then see the fee notes and timesheets?

You decide that. Permissions depend on document type and role, not on individual files: fee notes, time reports and the office costing can be reserved for management, while the project team sees drawings, minutes and correspondence with the authorities. A cut-off date can also be set for a role – for instance for people who have only been working on a project since it was taken over. If your role lacks the permission, the system says so, instead of acting as if your documents contained no answer.

Industries

Typical for these industries

Integrations

Other integrations

Do you look after this system for clients? For IT service providers and software consultants

Request a demo – with examples for untermStrich

In a 30-minute video call, we use sample documents to show what answers with sources look like. Before we start, we check whether and how untermStrich can be connected at your company.

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