PlanGrid Construction Productivity Blog
PlanGrid Updates New Features Tasks Submittals

How to Get More Out of Your Time with the Latest PlanGrid Updates

Import Schedules and Assign Submittals to Groups to Get Work Done Faster

At PlanGrid, we’re all about continuously adding critical details that make working in construction faster. At the core of this idea, we believe it’s about making the right data easily accessible to the right people, in the right places.

Recently, we rolled out a few updates to PlanGrid Tasks and Submittals, among other exciting changes. All of these updates are designed to accelerate tasks and workflows by bringing more project visibility to the entire team.

So, what’s new? Read on to learn more about the latest productivity-enhancing PlanGrid updates.

4 New PlanGrid Updates

Import Schedules to Get Work Done Faster

PlanGrid Tasks (formerly known as PlanGrid Issues) allows you to manage work and include information such as the description, location and due date. Without needing to be attached to a location on a sheet, Tasks is flexible enough to support planned work and unscheduled issues. Right from their mobile device, the project team can view their list of tasks and know exactly what work to get done.

For every project, there are thousands of tasks that need to get finished for the project to reach completion. From preconstruction design reviews to closeout and facilities management, tasks can be implemented and managed by various stakeholders at any point in the project lifecycle. However, manually creating each task takes up valuable time and pulls workers away from other, more critical work.

In a few simple steps, PlanGrid Tasks’ newest feature allows you to import a look-ahead or project schedule on the PlanGrid web or Windows app to organize and assign a large number of tasks all at once. Whether it’s a two-week, three-week or six-week lookahead, these schedules can be imported into PlanGrid and organized into lists, helping you to track tasks based on the phase of work or type. Use the list of tasks, including their statuses, to guide discussions at look-ahead meetings and daily huddles, or even during a punch list walkthrough.

No matter the number of tasks created for a project, being able to locate a task quickly means that gaps in progress are identified and work gets done quicker. For that reason, PlanGrid Tasks now also has more robust filtering and sorting options. First, you can view tasks in alphabetical order by sorting tasks by title. Second, a variety of filters means you can remove the noise and only view tasks that fit specific criteria. Filters include the ability to view tasks that only contain a certain assignee, watcher, location, status, creator, sheet or stamp type, helping to ensure that you find the tasks you need right away.

With PlanGrid Tasks, you can now specify the amount of time it should take to complete a task by adding the start and end date. Not only does including these dates keep your project team on schedule, but it also enhances your ability to define, monitor and report on the work that is in progress or already completed. For instance, for a superintendent who wants to review his three-week look-ahead, he can filter tasks by a start date that begins three weeks from now. Similarly, for a foreman who wants to review the work that has been closed out at the end of the week, he can filter tasks by their close date and easily create a report that can be shared. Updates to Tasks keep the whole crew accountable.

Prevent Bottlenecks and Get Submittals to the Field

Last year, PlanGrid introduced two game-changing features that changed the way the office and field collaborate. First was PlanGrid Submittals, a simple, start-to-finish solution that begins with getting a list of submittals pulled from the specification book and ends with sharing approved submittals with the field. Soon after, we released PlanGrid Groups. Put simply, Groups allowed you to organize team members into groups based on organization, role or crew type with just a few simple clicks. Rather than assigning tasks to individuals one-by-one, a task could be assigned to a group to keep more people in the loop and to increase the efficiency at which work got done.

When it comes to the submittal process, we understand that more than one person typically needs to respond to a submittal on behalf of the entire particular organization. In fact, many people from an organization can be authorized to submit, review or approve a submittal. Since it’s not always clear to the submittal manager who is the best person at a company to respond, it only makes sense to give  managers the opportunity to reach out to multiple people at once to increase their chances of receiving an appropriate response. By doing so, it also reduces the manual entry that comes from sending a submittal to multiple people separately.

That is why we’re so excited to announce that Groups is now available for Submittals. How does it work? As a submittal moves through the process and the ball-in-court changes, a group of individuals can be assigned as the manager, submitter, reviewer or watcher of the submittal. Instead of waiting weeks for the single person designated to the submittal to respond, now anybody in that group can do it–preventing bottlenecks, reducing duplicate work and getting submittals to the field faster.

Groups for Submittals Plangrid Updates

Get More Out of the PlanGrid Windows App

Designed specifically for the Windows app, PlanGrid recently introduced Field Reports for Windows to enable you to accurately log activities throughout the day. For example, when creating a Daily Report, you can quickly and easily enter notes about the work condition and work performed. This ensures that the most relevant information is captured. The reports that are filled out in the field are available to the office so they can conveniently review weather impacts, labor productivity and how the project is progressing.

With the latest PlanGrid updates, you can provide even more context to Field Reports. Before, references such as photos, snapshots and documents could only be added one at a time. Now, reduce the tedious work and save time by selecting multiple references at once. This includes newly uploaded photo references and photos that were taken using the mobile device’s camera.

Additionally, keeping project stakeholders informed about the project’s status is a must. That’s why PlanGrid improved the way that field reports are shared by giving users the ability to select multiple reports at once and exporting them into a single PDF or XLSX spreadsheet. Say goodbye to downloading field reports one at a time and hello to productivity.

Select Multiple References

Find and Organize Field Reports from Any Device

With many stakeholders involved in a project at once, there is a constant risk for miscommunication, mistakes and delays. This makes it imperative to consistently take note of the status and progress of a construction project to reduce misunderstandings and keep everyone on the same page. Types of documents used to keep track of the project progress include daily reports, safety forms, QA/QC checklists, site observation reports, timesheets and much more. Considering how many reports need to be completed nearly every day, it’s no surprise that teams want to have quick access to report templates or finished forms.

Already available for web and Windows, Folders for Field Reports is now also available in the PlanGrid iOS and Android app. With the latest PlanGrid updates, organize field reports into folders so that anybody on the project team can quickly locate specific forms, fill them out on their mobile device and make the information instantly available for review.

field reports plangrid

Save More Time with New PlanGrid Updates

The latest updates for PlanGrid are designed to help teams save even more time. With each enhancement to our products, builders can work more efficiently, submittal by submittal, task by task and report by report.

Want to learn how PlanGrid can save your crew more time and money? Contact us today.   

Further Reading:  Introducing PlanGrid Connect and Our Expanded Ecosystem

Sidhtara Tep

Product Marketing Manager at PlanGrid

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