PlanGrid Construction Productivity Blog
9 lists to create for managing issues and tasks

9 lists to create for managing issues and tasks

Take full advantage of PlanGrid’s list management tools to track issues during any phase of construction

PlanGrid’s issue tracking tool is a secret Swiss Army knife — it’s multi-purpose, powerful, and not only mitigates burgeoning problems, but also helps you reduce risk. Now, to make it easier for teams to track any observation, item, or issue, we’re introducing list management for issues.

Our customers across the AEC industry benefit from using the issues tracking tool for a variety of workflows: it’s indispensable during the punch list phase, has helped countless construction teams communicate redlines with architects earlier in the project, and makes tracking furniture installations during the final fit-out effortless — superintendents also rely on it to log safety violations.

Today, project admins can create lists to separately document issues for any phase or process. By tracking rolling completion from the beginning, the final punch list can be minimized because problems have been systematically identified and addressed earlier on. Doing so with PlanGrid allows teams to effortlessly manage the end-to-end workflow with automated notifications, while project status can be tracked through a live dashboard.

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Here are 9 suggested lists that teams can create and benefit from during any phase of construction.

Pre-construction

1. Constructability reviews

Document existing conditions and identify obstacles to prevent future delays and unexpected cost overruns. Upfront discussion of constraints are important to ensure all stakeholders are on the same page.

Pro-tip: Include photos for reference and track discussions using comments. Quickly generate a pre-construction assessment report for meeting discussions.

2. Design items

During design development, use PlanGrid’s markup tools to red-line problems with the drawing set. Assign issues to the architect or engineer to ensure coordination questions are addressed before construction begins.

Pro-tip: Save a snapshot of your markups to the tablet/phone gallery, then add it to the issue as a photo. Setting a due date will ensure a speedy response.

During construction

3. Safety observations

Avoid accidents by documenting safety hazards on site, with photos for evidence. Assigning these issues to trades will hold them accountable so problems are addressed before anyone gets hurt.

Pro-tip: Create stamps to track different safety violations (e.g. scaffolding, ladders, fall protection, electrical). This will help you identify recurring issues and offenders by running a report summary.

4. QA/QC to-dos

Minimize the punch phase by documenting ongoing QA/QC issues identified through inspections. Subs can address problems more immediately before they become major blockers, which will help reduce costly rework.

Pro-tip: Create a separate QA/QC list for each major milestone, such as concrete pour, structural, framing. This will help your team address issues before the next milestone starts.

Track scope changes by documenting key drawing updates. Include cost impact and a comparison snapshot for reference.

5. Drawing changes

When new set revisions are issued, use the sheet compare tool to quickly identify changes. Document any potential conflicts with by creating an issue, and track cost changes for better visibility.

Pro-tip: In sheet compare mode, save a snapshot of the conflict/change and attach it to the issue for a visual reference.

6. FF&E installation

Alleviate the chaos of interior fit-out by organizing outstanding orders in its own list. Track installation items directly on the plan for easy reference on site walks, and to document damaged goods that need replacing.

Pro-tip: Track potential schedule delays so major delays can be anticipated. Include photos to track before and after states.

During closeout…

7. Owner issues

Owner reps will often have observations and requests. Create a separate running list of those items, and use the cost impact field to track potential change orders for follow-up.

Pro-tip: If issues needs to be formally addressed before turnover, simply move it to the final punch list section and set a due date so they are resolved.

8. Project punch list

During site walks, architects can quickly add punches to an automatically distributed list without resorting to paper, cameras and emails. Once punches have been logged, project managers can assign them to the right trade, generate PDF reports for meetings and monitor progress through the dashboard.

Pro-tip: By assigning issues with a due date, team members will receive an automated, prioritized daily email of their open issues. This helps the team stay focused on site every day.

Post-construction

9. Facilities maintenance

Once a project has been turned over, facility and operations managers can create dedicated lists for maintenance issues, tracked directly on the plans. They also will have access to the full history of the building for future reference.

Pro-tip: Customize items that need to be tracked by updating the project’s custom stamps after construction has been completed.


Have feedback or ideas on how PlanGrid can improve issue tracking to benefit your team? Email us at features@plangrid.com.

Author: Doreen Lam [source]

PlanGrid

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