TECHNICAL SESSION · LIVE · 60 MIN · HANDS ON

Publish, Respond, and Close in Centerline

Session job aid. Keep this open during the working session.

Session Home  ›  Quick Reference

Use this page for the three places Centerline carries the project record: the published set, the response log, and the closeout archive. The course establishes what the record holds and where it is required, and the mechanics behind it are open items rather than taught procedure.

Where Centerline is required

The record is required in every phase. The lifecycle map names each place.

PhaseWhat Centerline carries
Initiation and planningProject workspace created in Centerline
Design and coordinationConsultants added to Centerline. Drawings and specifications published before Construction Administration
Construction AdministrationConstruction management set up in Centerline. RFIs, submittals, ASIs, proposal requests, change orders, and construction change directives
CloseoutPunchlist created and completed. Project records archived and project emails stored. Archive zip requested
Every monthThe monthly progress report, logged against the lifecycle document
The eight question sets and their citations

A project manager is the main source for the first five. The Storyteller gathers the last three, builds the record, and a project manager reviews it for accuracy.

SetQuestion setCited sourceMain source
1The WHY · Strategic ContextKickoff / pursuitProject manager
2Project Identity and TeamCenterline · setupProject manager
3Delivery and CommercialCenterline · Section BProject manager
4Scale, Scope, and the ExperienceCenterline · Section CProject manager
5The ScheduleCenterline · Section DProject manager
6The Monthly Progress ReportCenterline · touchpointStoryteller
7Closeout and MetricsCenterline · lifecycle closeStoryteller
8The A3 StoryCenterline · A3 moduleStoryteller
Three responsibilities, three standards

Each one is ranked in the responsibility matrix, and each one carries a caveat the course states about itself.

THE PUBLISHED SET

Standard. Publish drawings and specifications to Centerline’s Publishing and Conforming Center before Construction Administration.

Rank. 10 of 44 at a priority of 33.6, the highest ranked Centerline item on the list.

After. Conform issued ASIs and change orders into the published set, ranked 37 of 44 at a priority of 6.8.

THE RESPONSE LOG

Standard. Process RFIs within about 3 business days as the assigned Centerline responder, route to consultants, and review for cost and contract impact.

Rank. 18 of 44 at a priority of 26.7.

Caveat. The window and the role title exist in one place on the site. Module 11 lists RFIs with no timing at all.

THE CLOSEOUT ARCHIVE

Standard. Archive project records and store project emails in Centerline, ranked 23 of 44 at a priority of 21.8.

Formal close. Request the Centerline archive zip and validate deliverables against the original scope, ranked 29 of 44 at a priority of 17.6.

Caveat. The Module 12 closeout checklist runs to fourteen items and names neither.

Respond to an RFI in five steps

The assigned Centerline responder owes three actions and one deadline.

  1. Receive and log the RFI in Centerline. Module 11 lists RFIs as a Construction Administration task, with the RFI log and form in Centerline.
  2. Route to the discipline that owns the answer. A question sent to the wrong consultant is asked twice and answered late.
  3. Review for cost impact. Pricing an added scope at the response costs a conversation. Pricing it after the work is built costs a change order.
  4. Review for contract impact. An answer that changes scope, schedule, or the terms of the agreement belongs in the change chain rather than in a response.
  5. Respond inside about 3 business days. This is the only Centerline response standard the course states anywhere.
Which system holds which document

Module 11’s Quick Reference is the only page that assigns individual documents to individual systems, and it covers Construction Administration alone.

DocumentForm or template citedSystem
RFIsRFI log and formCenterline
SubmittalsNot statedCenterline
ASINot statedCenterline
Proposal RequestTemplate via MiloCenterline
Change OrderAIA G701Centerline
Construction Change DirectiveAIA G714Centerline
Pay ApplicationAIA G702 and G703Project Server
Substantial CompletionAIA G704Project Server
Final CompletionLetterProject Server
The systems around Centerline

Grace runs Project Server, Centerline, Milo, and BST on a project. The course lists them in one line and states no rule for the split.

SystemWhat it holds
CenterlineThe lifecycle document, the monthly progress reports, the A3, the published set, and the project archive
Project ServerThe pay applications and the two completion certificates. Pencil copy by the 25th, executed pay app distributed by the 7th
MiloThe Proposal Request template
BSTThe financial system of record, covered in the two BST technical sessions
BluebeamThe QC archive. The relationship to the Centerline project archive is never stated
Close the project in six steps

The archive zip is the step the course names as formally closing the project.

  1. Complete the punchlist in Centerline. The lifecycle map places punchlist creation and completion in Centerline, in the client experience stream at closeout.
  2. Archive the project records. Matrix rank 23, priority 21.8.
  3. Store the project emails in Centerline. The same matrix item, stated as the second half of one responsibility.
  4. Validate the deliverables against the original scope. The comparison between what the agreement promised and what the project produced.
  5. Request the Centerline archive zip. Matrix rank 29, priority 17.6.
  6. Finish the A3. Cost fields pull from the lifecycle record, photographs are added, and the output goes to PDF or print for marketing.
On a live project

What to do

  • Name a Storyteller at kickoff and tag them in the Centerline lifecycle document.
  • Send the Storyteller Sandy Goodman’s walkthrough, 17 minutes on the storytelling module.
  • Hand over the why, the strategic context from the pursuit and the kickoff.
  • Review the record monthly.
  • Publish drawings and specifications before Construction Administration begins.
  • Validate the deliverables against the original scope, then request the archive zip.

What to watch for

  • A project with no named Storyteller.
  • A published set that no longer matches the set the contractor is building from.
  • An RFI answer that changes scope, schedule, or the terms of the agreement.
  • A submittal with no owner, since the role split is printed as To discuss.
  • The two spellings, Centerline and CenterLine, when searching the record.

What to avoid

  • Waiting until closeout to capture the story. The record builds while the work happens.
  • Handing off accountability with the task. The Storyteller shadows rather than replaces.
  • Treating the Module 12 checklist as a complete closeout.
  • Answering an RFI without pricing what the answer adds.
  • Assuming a document lives in Centerline when the Module 11 table places it in Project Server.

Every mechanic named on this page and never taught by the course sits in the open items table on the Session Overview. Read it before the session and bring one question to add to it.