STACK Build & Operate Glossary

General Terms

Key concepts and foundational terms that provide a baseline understanding of how STACK Build & Operate functions across different teams and use cases.

STACK Build & Operate: A construction management platform comprising two main components: the Web Portal for project and document management, and the STACK Field App for real-time field collaboration, including viewing and sharing drawings, issue tracking, and annotations.

Web Portal: The online interface of STACK Build & Operate where company owners and administrators can create and manage projects, configure user settings, and oversee document management processes.

STACK Field App: A mobile application that allows field teams to access projects and documents, manage and assign issues, and add annotations such as markups, counts, stamps, measurements, photos, and hyperlinks in real-time.

Daily Reports: Tools within the Web Portal and mobile application that enable users to document daily activities, track project progress, and communicate updates among team members.

Workflows: Customizable processes within STACK Build & Operate that allow teams to track documents or tasks, ensuring consistent procedures and accountability throughout the project lifecycle.

Plans: Digital blueprints or drawings of a construction project, including architectural, structural, mechanical, electrical, and plumbing details. Plans are uploaded and shared within the STACK platform for review and collaboration.

Documents: Any files, including contracts, specifications, project manuals, and reports, that are associated with a construction project. These documents are managed, organized, and shared within the STACK platform to ensure easy access and version control.

Platform & Access

Terms related to accessing and navigating the STACK platform, managing user roles, and understanding the core tools available for organizing your work.

Web Portal: The online interface for managing projects, documents, user permissions, and organizational settings.

STACK Field App: A mobile application enabling field teams to access project documents, manage issues, and stay updated on project developments in real-time.

Document Control: The process of managing the creation, review, modification, issuance, distribution, and accessibility of construction documents.

User Permissions: Settings that define the access level and capabilities of each user within the platform.

Cloud-Based Storage: Storing data on remote servers accessible via the internet, facilitating real-time collaboration and data backup.

Project Management

Concepts and tools used for organizing and tracking construction projects from start to finish.

Project Dashboard: A visual interface displaying key project metrics, statuses, and updates.

Workflows: Customizable processes within the platform that help teams track and manage various tasks and document approvals.

Task Assignment: The process of allocating specific responsibilities to team members within a project.

Project Templates: Predefined project structures that can be reused to streamline the setup of new projects.

Field Operations

Tools and processes that support work performed in the field, including tracking daily activities, issues, and compliance.

Daily Reports: Feature allowing users to create and manage daily logs, capturing on-site activities, progress, and any issues encountered.

Issue Tracking: A system for creating, assigning, and monitoring issues such as punch list items, inspections, QA/QC concerns, and safety issues.

Punch List: A list of tasks or items that need to be completed or corrected before a project can be considered finished.

Inspections: Evaluations conducted to ensure that construction work complies with specified standards and regulations.

Deficiency Management: The process of identifying, documenting, and rectifying defects or non-conformities in construction work.

Offline Mode: A feature of the STACK Field App that allows users to access previously synced plans, documents, and issues without an internet connection. Changes made while offline are automatically synced when connectivity is restored.

Document & Drawing Tools

Features that enhance the review, markup, and navigation of project documents and drawings.

Annotations: Tools that allow users to add notes, markups, and other indicators directly onto project documents.

Markups: Visual indicators or notes added to documents to highlight changes, issues, or important information.

Stamps: Predefined symbols or indicators that can be placed on documents to signify specific statuses, approvals, or actions required.

Measurements: Tools that allow users to take precise measurements directly from digital drawings.

Hyperlinks: Embedded links within documents that direct users to related information, sections, or external websites.

Layering: A feature that allows users to manage different sets of information on separate layers within a document.

Version Control: The management of changes to documents, ensuring that users are working with the most current versions.

Auto-Hyperlinking: The automatic creation of hyperlinks within documents, facilitating quick navigation between related sections.

Document Comparison: A tool that highlights differences between two versions of a document.

Snapshot Tool: Allows users to capture and save specific views or sections of a document for reference or sharing.

Communication & Collaboration

Tools for facilitating real-time communication and coordination between project team members.

Comments: Textual notes added to documents, daily reports, workflows, or tasks to facilitate communication among team members.

Mentions: A feature that notifies specific users when they are referenced in comments or discussions.

Notifications: Alerts that inform users about updates, changes, or actions required within the platform.

Activity Feed: A chronological log of actions and updates within a project.

Collaborator Access: Permissions granted to external stakeholders to view or edit specific project information.

Reporting & Analytics

Features that help teams analyze data and create customized reports for better decision-making.

Custom Reports: User-defined reports that present specific project data and metrics.

Dashboard Widgets: Modular components that display key performance indicators and project information.

Export Options: Capabilities to download project data in various formats for external use.

Data Filters: Tools that allow users to sort and view specific subsets of project information.

Trend Analysis: The examination of project data over time to identify patterns or issues.

Integration & Compatibility

Terms related to STACK’s ability to work with other tools, platforms, and devices.

API Access: Application Programming Interface that allows integration with other software systems.

Third-Party Integrations: Connections with external applications to enhance platform functionality.

Mobile Compatibility: The ability to access and use the platform on mobile devices.

Offline Mode: Functionality that allows users to work without an internet connection, syncing data when reconnected.

Workflow Acronyms

Shortened forms of commonly used terms or phrases that represent key steps, processes, or documents in a construction project’s workflow. These acronyms help teams communicate more efficiently by standardizing terminology related to project management, document control, and task execution.

RFIs - Requests for Information: Formal inquiries submitted by contractors or subcontractors to clarify ambiguities or obtain additional information about construction documents, specifications, or plans. RFIs help ensure that all project stakeholders have a clear understanding of the project requirements, minimizing misunderstandings and potential delays.

PCOs - Potential Change Orders: Preliminary notices indicating possible changes to the original project scope, schedule, or cost. PCOs serve as alerts to project stakeholders about potential modifications, allowing for timely discussions and decisions before formalizing any changes.

COs - Change Orders: Official documents that authorize alterations to the original construction contract, encompassing changes in scope, design, materials, or project timelines. COs ensure that all modifications are documented, approved, and integrated into the project’s workflow.

Shop drawing: Detailed drawings or diagrams provided by contractors, suppliers, or manufacturers that illustrate how specific components will be fabricated, assembled, or installed. Shop drawings ensure that all elements align with the project’s design intent and specifications.

Submittals: Documents, samples, or product data submitted by contractors for review and approval before procurement and installation. Submittals verify that proposed materials and products meet the project’s design and quality standards.

Tasks: Specific work items or responsibilities assigned to team members within a project. Tasks facilitate project management by tracking progress, setting deadlines, and ensuring accountability across all phases of construction. 

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