PlanGrid: Managing Construction Submittals

Discover how to use PlanGrid, the popular construction productivity software, to efficiently manage the construction submittals workflow.

Introduction

• Tame the submittals beast with PlanGrid
• What you should know
• Using the exercise files

1. Rethinking Submittals for a Digital Workflow

• The submittals workflow in PlanGrid
• Import a submittal log from a spreadsheet
• Manually create a submittal item
• Let PlanGrid create your submittal log

2. Assign, Track, and Manage

• Your submittals at a glance
• Assigning items
• Assigning troups
• Working as a submitter
• Deliver the package for review
• Working as the reviewer
• Publish and share with the field
• Be ready for OAC meetings

3. New for 2020

• PDF markups in PlanGrid
• Smart Stamps
• Bookmarks
• View submittal package lists in mobile apps

Conclusion

• Next steps