After logging in, projects are organized by status: Bidding, Pending, Will Start Soon, or In Progress. To view specific project information, click on the status the project is in.
Click on the name of the project in blue.
Click on the appropriate date in calendar.
Select employee from drop down menu.
Type in hours worked.
Select appropriate cost code from drop down menu.
If employee works on multiple cost codes in a day, be sure to make an entry for each.
Click Submit Daily Hours
Filing Cabinet > Photos > Create New Album
Type a description in box.
Choose date from calendar.
Under the Manage Photos Tab, click the + sign in the teal box to add photos.
Select photos from file on your computer.
Copy Paste New RFI Module instrustions from Hubspot
Using the Contact Data Base
Search by contact (person) or company
i. You can search for First Name, Last Name, or Company Name. ii. You can search by first letter of Last Name or first letter of Company Name.
Search Trade Types i. Choose trade type from drop down menu.
ii. Optional – you can Sort By Company Name and/or Include Active or Inactive Contacts. iii. Click Search
To view address, phone number, or fax number of a Company. i. Click on the Company name in blue.
ii. To view mobile numbers or email address of person at company
1. Click on the person’s name in blue.
ii. Click on name in blue iii. To send email to GC employee
1. Click on email address in blue
Each project has a Plan Room that you will find in the filing cabinet. The Plan Room consists of 4 areas while in the bidding phase: Drawings, Specifications, Addenda, & Photos. Once In Progress, ASIs are also available. The PlanRoom is where you will store your documents. You will be able to select which documents to show to non-GC project contacts (Subcontractors, Vendors, Owners, Owner Reps, Architects & Engineers) and which drawings to enumerate on contracts.
1. DRAWINGS - Tips to help you navigate this screen are available by clicking 'Turn Tips on' at the right of the red navigation bar.
Create Categories – Drawing categories can be used however you like. Here are some ideas but once you understand how to manage drawings in Paskr, you can decide how you like to organize your PlanRoom to best present it to bidders and project team members.
Bid Packages - You can separate your drawings into bid packages and link specification sections to each bid package Types – Estimate Drawings, Construction Drawings, Permit Set, As Built Drawings, etc. Disciplines – General, Civil, Landscape, Structural, Architectural, etc.
Phases – Grading, Site Work, Create your phases before you upload drawings and the drawing category will be created for you.
Filing Cabinet > PlanRoom > Drawings – Hover Drawings and select a Phase Name or Create New Category. Name your category by clicking on the name and typing the desired name in the box. Delete a category and all files contained in it.
Enumerate drawings in a category on owner and sub contracts. You can remove individual drawings from within the contract. Show in PlanRoom – Checking this box will make this category appear in the bidding PlanRoom as well as in the filing cabinet of all project team members.
Upload drawings to a category – click the plus sign
BEST PRACTICE: If your specifications are in a single file, separate into divisions using a pdf editor such as adobe acrobat. This is advisable for 2 reasons:
Click the + sign and select drawings on your hard drive to add to this category. Select an issue date here to apply to all drawings included in this batch. (You can change individual issue dates after they are uploaded.
Upload Revisions – only the most current version of a drawing will be shown in non-GC filing cabinets and the bidder's PlanRoom.
. See 1.b. Upload drawings to a category above i. Drag uploaded drawings from the right and drop beneath the correct drawing on the
left. ii. Click done
iii. NOTE: Revisions will automatically adopt the title of the past versions. If the current drawing's title is changed, the past versions will adopt the changed title as well.
ix. After uploaded, click done
iv. Notify project contacts that there are revisions – this will automatically be displayed after you designate drawings as revisions
All selected will receive an email listing the drawings that were revised. A link will be provided that will direct to the filing cabinet with the revised drawings selected & highlighted for easy viewing and download.
Organize and utilize your drawings
Edit a drawing name
Change an issue date
Hover a drawing row to reveal the icons.
Click the handle to select it. Use shift and ctrl to select multiple drawings.
Order drawings – grab the move icon and drag and drop the file(s)
Annotate a drawing (Coming Soon)
View the drawing
Send the drawing
Delete an individual drawing
Actions for selected files
1. Delete selected drawings 2. Download selected drawings 3. Email selected drawings
View specification files associated with a drawing category (See specifications to learn how to link specification files with a drawing category)
xii. View past versions of drawings by clicking the revision number.
2. SPECIFICATIONS – You can navigate to specifications by hovering Filing cabinet > PlanRoom and selecting Specifications or from any other PlanRoom category by clicking Specifications in the red bar. Tips to help you navigate this screen are available by clicking 'Turn Tips on' at the right of the red navigation bar.
Some project contacts will have difficulty downloading large files
Specifications will enumerate on contracts as they are shown in the filing cabinet.
Upload Specifications – See 1.a.vi Upload... above
Organize and utilize your specifications – See 1.c.i thru 1.c.ix above
Link specification files with a drawing category to create a bid package. Hovering specifications on the drawing category name will show these files in the bidding PlanRoom as well as in the filing cabinet of all project team members.
Hover the desired specification row to reveal icons
Click the link icon
Select the drawing category(ies) that you wish to add the specification file to
ADDENDA – You can navigate to addenda by hovering Filing cabinet > PlanRoom and selecting Addenda or from any other PlanRoom category by clicking Addenda in the red bar. Tips to help you navigate this screen are available by clicking 'Turn Tips on' at the right of the red navigation bar.
BEST PRACTICE: You can upload a single pdf file for each addendum. For this reason it is advisable to upload the narrative only which will identify drawings that you save in the filing cabinet. This is also preferable so the added drawings will enumerate on contracts.
Upload Addenda – See 1.a.vi Upload... above
Organize and utilize your addenda – See 1.c.i thru 1.c.ix above.
ASIs – You can navigate to ASIs while in the In Progress status by hovering Filing cabinet > PlanRoom and selecting ASIs or from any other PlanRoom category by clicking ASIs in the red bar. Tips to help you navigate this screen are available by clicking 'Turn Tips on' at the right of the red navigation bar.
Upload ASIs – See 1.a.vi Upload... above
Organize and utilize your ASIs – See 1.c.i thru 1.c.ix above.
PHOTOS – You can navigate to Photos while in the In Progress status by hovering Filing cabinet > PlanRoom and selecting Photos or from any other PlanRoom category by clicking Photos in the red bar. PlanRoom photos will be added to Filing Cabinet > Photos in an album named 'PlanRoom'. Tips to help you navigate this screen are available by clicking 'Turn Tips on' at the right of the red navigation bar.
Upload Photos – See 1.a.vi Upload... above Organize and utilize your photos
Edit a photo name
Click a drawing to enlarge
Hover a photo to expose the icons to email or delete
Actions for selected files
Delete selected photos
Download selected photos
Email selected photos
Drawings can be found in the filing cabinet under the PlanRoom. 1. SELECT A DRAWING TO WORK WITH
ZOOM AREA - It may be helpful to zoom in on the area you wish to annotate.
Select Tool - Annotation tools are located to the right of your screen. You can hover the tools to see a description and any instructions unique to that tool. To use a tool click it to select.
C11 Free Form - Drawing free form requires a drag instead of click.
Delete or Edit annotation shape, size or location - Click the tool > click the annotation i. Click and drag a vertex to re-position
ii. Place cursor inside shape and drag and drop to re-locate the entire annotation
iii. Use delete on your computer keyboard to delete an annotation entirely.
Comment - Comments are viewable on screen when the shape is hovered over. You can attach a photo to a comment.
Text Boxes - These 2 tools will add a text box that will display the textC2- even on hard copies of the drawings. A few formatting tools are C3 available for your text. Text size defaults to a size close to the text on
the drawings but you will have options to edit the text size. C4- Simple Shapes - These 4 tools require 2 clicks after selction, a click to
C7 anchor and a second click to finalize the shape.
Undefined Shapes - These three tools that have an undefined number of vertexes require a click to anchor each point and a double click to finalize the shape.
c. Edit a comment, add photos or reference an RFI - Double click the annotation shape to reveal annotation dialogue box.
COMMENT - As soon as you finalize your annotation shape, you will be prompted to type a comment. These comments will be viewable on screen to all project team members when you save publicly. They will also be recorded on an annotation log.
ADD PHOTOS - Pictures saved on your hard drive can be added to any annotation other than text boxes and will be viewable to project team members on the annotation log. You can add as many pictures as needed to each annotation.
REFERENCE ANNOTATION IN RFI - From the annotation dialogue box, select Link this Annotation to an RFI. NOTE: Because text boxes and text callouts print on all team members' drawings once published, the photo and RFI option are not available for these tools.
Create a new RFI - This is the quickest way to link an RFI to an annotation as this requires fewer key strokes and screen changes. This will open a new RFI form. For instructions on creating an RFI, see Guide to RFIs in the Bidding section of the user manual.
Link to an existing RFI - Use this option if you created your RFI before your annotation. i.Select Existing RFI
ii.If you have already submitted this RFI, don't forget to submit again so the recipient will know you have added an annotation.
iii.View linked RFI from any annotation
View linked annotation from any RFI - This is also available to the recipient from Filing Cabinet > RFIs
RFI Recipient Interaction
Viewing the annotation - When recipient clicks the link in the email, the annotation, comment and any attached photos will be displayed.
Responding to the RFI - When the recipient clicks 'View/Respond to RFI Question' he will be directed to this interactive screen:
EDIT A COMMENT, PHOTO OR RFI REFERENCE - Open the annotation dialog box by clicking the comment number in the annotation pane or click the shape itself.
SAVE YOUR WORK - Actions > a. Private Save - This will make your annotations viewable only to people in your company. b. Public Save - This will publish your annotations for your entire project team.
NOTE: Submitting an RFI that is linked to an unpublished annotation will automatically publish this annotation for you so you do not have to worry about returning to the drawing to publish.
From the annotations pane - Actions > Print Annotations Log
From the drawing list screen - This same icon will be available for your entire project team to
access your log.
1. Bid Quotes 2. Change Orders 3. Contracts 4. Daily Logs 5. Misc. Documents 6. Pay Applications 7. Permits 8. Photos 9. Planroom 10. Project Minutes 11. Punchlist 12. Purchase Orders 13. Required Documents 14. RFIs 15. RFPs 16. Safety Reports 17. Schedules 18. Sub Lien Releases 19. Submittals 20. Testing Reports 21. Time Cards 22. Transmittals 23. Warranty Letters