Building projects and fixed assets Workbooks

Follow the project from scope and invoices through completion evidence. Keep component descriptions and the old asset records available for the return preparer.

• Roof replacement records packet Workbook

  Roof work scope, Old component records, Completion date

• HVAC project records packet Workbook

  Equipment installed, Installation costs, Service date

• Electrical system upgrade packet Workbook

  Project scope, Affected area, Invoice allocation

• Plumbing project review packet Workbook

  Work scope, Replaced components, Completion evidence

• Flooring replacement asset record Workbook

  Flooring type, Area installed, Installation cost

• Parking area project records Workbook

  Surface work, Project invoice, Availability date

• Landscaping project cost file Workbook

  Work description, Land improvements, Contractor invoice

• Tenant buildout project ledger Workbook

  Lease scope, Project spending, Tenant occupancy

• Building addition cost ledger Workbook

  Addition scope, Construction costs, Readiness evidence

• Accessibility renovation records Workbook

  Work specifications, Paid invoices, Professional review question

• Fire safety system project file Workbook

  System description, Installation invoice, Inspection date

• Security system installation record Workbook

  System components, Equipment costs, Activation date

• Solar project acquisition packet Workbook

  Contract scope, Ownership terms, Installation records

• Elevator modernization cost record Workbook

  Modernization scope, Old system records, Completion date

• Generator installation records Workbook

  Equipment invoice, Site preparation costs, Readiness date

• Demolition project records Workbook

  Removed property, Demolition costs, Project purpose

• Engineering design fee allocation Workbook

  Design phase, Project served, Invoice detail

• Construction interest review packet Workbook

  Loan spending, Construction period, Accounting question

• Project change order reconciliation Workbook

  Original contract, Change orders, Final invoice

• Fixed asset disposal evidence Workbook

  Asset removed, Disposal date, Proceeds or cost

Browse all workbook topics · Review AE’s service scope