PlanGrid: Managing Construction Activities

Course details

As construction professionals continue to shift from paper-based to digital management processes, the easy-to-use PlanGrid construction software is proving itself to be an industry leader. This advanced course teaches construction managers how to take advantage of several key PlanGrid features and leverage this construction productivity software to accomplish a variety of management activities more efficiently. Instructor Jim Rogers shows how to use functionality that allows you to track and manage project reports. Plus, learn how to use PlanGrid features to improve communication among team members—including how to create workspaces and access them on mobile apps—as well as aggregate data collection to monitor project health.

Learning objectives
Using workspaces to connect teams
Creating workspace tasks
Creating custom reports
Building an interactive daily progress report
Completing reports on Android and iOS devices
Using issues to track near misses and quality issues
Visualizing your data

Concepts

0. Introduction

01 - Embrace digital construction management
02 - What you need to know
03 - Exercise files

1. Communicate and Collaborate

04 - Use Workspaces to connect teams
05 - Create a Workspace
06 - Working with sheets and documents
07 - Adding team members
08 - Creating Workspace tasks
09 - Workspace solutions
10 - Leverage Workspaces as a trade contractor
11 - Accessing Workspaces on mobile apps

2. Manage Field Reports

12 - Create Field Reports
13 - Complete a report online
14 - Create a custom report
15 - Create a Daily Report
16 - New report options in PlanGrid
17 - Create detailed photo reports
18 - Completing reports on Android
19 - Completing reports on the iPad

3. Track Project Health

20 - Creating a project dashboard
21 - Use issues to track near misses
22 - Use issues to track quality
23 - Visualize your data

Conclusion

24 - Next steps

PlanGrid: Managing Construction Activities

Authors

Jim Rogers