PlanGrid: Managing Construction Submittals

1h 14mAdvanced2019-04-19

Authors

Jim Rogers

Recognized leader in the field of construction management

Course details

PlanGrid software has emerged as an industry leader when it comes to working with digital construction drawings in the field. In this course, learn how to leverage this popular construction productivity software to efficiently manage the construction submittals workflow. Instructor Jim Rogers shows how to streamline the process of generating a submittal log, assigning items to suppliers or trade contractors, reviewing submittals, and sharing approved submittals packages with the project team, all right from within PlanGrid. Plus, learn how to prepare for OAC meetings using automated weekly reports and logs.

Learning objectives
The submittals workflow in PlanGrid
Letting PlanGrid create your submittal log
Assigning items and groups
Working as a submitter
Working as the reviewer
Preparing for OAC meetings

Skills covered

PlanGridConstructionAECDeep Dive (X:Y)

Concepts

0. Introduction

01 - Tame the submittals beast with PlanGrid
02 - What you should know
03 - Using the exercise files

1. Rethinking Submittals for a Digital Workflow

04 - The submittals workflow in PlanGrid
05 - Import a submittal log from a spreadsheet
06 - Manually create a submittal item
07 - Let PlanGrid create your submittal log

2. Assign, Track, and Manage

08 - Your submittals at a glance
09 - Assigning items
10 - Assigning troups
11 - Working as a submitter
12 - Deliver the package for review
13 - Working as the reviewer
14 - Publish and share with the field
15 - Be ready for OAC meetings

3. New for 2020

16 - PDF markups in PlanGrid
17 - Smart Stamps
18 - Bookmarks
19 - View submittal package lists in mobile apps

Conclusion

20 - Next steps