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SiteCapture Process

This page will become the main SiteCapture process guide for project setup, project submission, NTP review, and milestone form workflow.

Partners will use this section to understand when to create a new project record, how to enter proposal information, and which fields need to be complete before MAC can begin review.

Use this scenario when the customer has not yet reached MAC NTP review. This path should preserve proposal details, customer information, equipment assumptions, and project ownership from the start.

Use this scenario when a project is already engaged or already started before being entered into SiteCapture. This path should help MAC review the current state without losing project history.

This section will cover the SiteCapture form or field set partners use to support Notice to Proceed review.

This section will cover the SiteCapture form or field set partners use to support M1 review.

This section will cover the SiteCapture form or field set partners use to support M2 review.

This section will cover the SiteCapture form or field set partners use to support M3 review and closeout readiness.