How Does The Super Access The Planroom?

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?

  1. Click on the appropriate date in calendar.
  2. Select employee from drop down menu.
  3. Type in hours worked.
  4. Select appropriate cost code from drop down menu.
  5. If employee works on multiple cost codes in a day, be sure to make an entry for each.
  6. Click Submit Daily Hours

How Does A Superintendent Issue RFI’s?

To create an RFI you will go toTasks > RFI > Create RFI.ClickAdd RFI.

RFI

This will open the RFI Creation Screen (below)

RFI2

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
  • Reminders – Check box to send Automated Reminders 24 hours prior
  • Save – Saves any updates to the RFI Form
  • 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
  • Reminders – Check box to send Automated Reminders 24 hours prior
  • Save – Saves any updates to the RFI Form
  • 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.

Video Tutorial for Creating a RFI

How does Superintendent access Contacts/Vendors?

To Search and View Contacts and Vendors

  • Click the Contact Icon on the Blue Header
  • Select to Search by Contact or by Trade
  • Use Filters or Search to locate contact
  • Click on File to open and Edit