Select the Project and click on Planroom in left-side menu
Select The Planroom item you wish to view
How does Superintendent add Daily logs?
Click on the appropriate date in calendar.
Select employee from drop down menu.
Type in hours worked.
Select appropriate cost code from drop down menu.
If employee works on multiple cost codes in a day, be sure to make an entry for each.
Click Submit Daily Hours
How Does A Superintendent Issue RFI’s?
To create an RFI you will go toTasks > RFI > Create RFI.ClickAdd RFI.
This will open the RFI Creation Screen (below)
Add RFI Form Cells
Subject – RFI Name
RFI Date – Date RFI is created
Due Date – Date Response is Required
Question – Text area for question
Submitted By – Party that creates RFI
Answerer -Party to Answer RFI. If the intended recipient does not appear in list, add them to the Project Information Page
Affects Cost – Select Yes or No. Defaults to No selection
Affects Schedule – Select Yes or No. Defaults to No selection
Bidding RFI – Selecting Yes will identify this as a Bidding RFI next the RFI number and on the reports
Specifications – Select from Planroom or free type
Drawing – Select from Planroom or free type
Cost Code – Select from cost code list
Distribution – To Copy Contacts on the RFI, start typing and the system will suggest matches. If the contact is not yet in your database, the system will prompt you to enter with a Quick Add feature.
Attachments – Drag & Drop or Click to Browse for files
Save and Submit – Saves information, then sends the RFI out to recipient and distribution list via e-mail. Answers and Responses are collected via the e-mail link and posted in the View/Manage Answer menu choice.
Subject – RFI Name
RFI Date – Date RFI is created
Due Date – Date Response is Required
Question – Text area for question
Submitted By – Party that creates RFI
Answerer -Party to Answer RFI. If the intended recipient does not appear in list, add them to the Project Information Page
Affects Cost – Select Yes or No. Defaults to No selection
Affects Schedule – Select Yes or No. Defaults to No selection
Bidding RFI – Selecting Yes will identify this as a Bidding RFI next the RFI number and on the reports
Specifications – Select from Planroom or free type
Drawing – Select from Planroom or free type
Cost Code – Select from cost code list
Distribution – To Copy Contacts on the RFI, start typing and the system will suggest matches. If the contact is not yet in your database, the system will prompt you to enter with a Quick Add feature.
Attachments – Drag & Drop or Click to Browse for files
Save and Submit – Saves information, then sends the RFI out to recipient and distribution list via e-mail. Answers and Responses are collected via the e-mail link and posted in the View/Manage Answer menu choice.