Overview & Background
Fieldwire is now offering Project Management solutions to Enterprise level customers. These solutions include entirely new RFIs and Submittals modules. If you're interested in seeing these new modules in action, please request a demo with our Sales Team!
Table of Contents
- Enabling PM
- Managing Companies
Once you have purchased PM through our Sales Team, the modules will need to be enabled on your account by the Fieldwire Support Team. Fieldwire Support will enable these modules, but it will only affect any project created after this enablement of RFIs and Submittals on the Account.
For any project created prior to Support enabling PM on the Account, the Account Owner and/or Managers(s) will need to activate Project Management on a per-project basis.
To do so, from the project dashboard on the web, click on the three dots in a project tile, and choose Settings. Next, click on Enable PM and follow the prompts
Any Project with PM enabled will have a delineation in the left sidebar between the ‘Field Management’ and ‘Project Management’ modules. ‘RFIs’ and 'Submittals' are nested under the ‘Project Management’ section of the sidebar:
Once PM is enabled on your project, you can organize users by ‘Companies’ under the project ‘People’ option. Creating ‘Companies’ and organizing your users into the companies is a prerequisite to creating RFIs and Submittals since the Company association will determine how an RFI and Submittal can progress and who can progress it.
Note: The "Companies" you set up on each project for PM are not the "Company" that you are associated with in your Profile Settings. Changing one has no effect on the other.
All users who are originally on the Project, prior to enabling PM, will appear under ‘No Company’ under the Project People tab. These users, and any users who are not part of a company, are not associated with a ‘Company’.
Users who are not under a 'Company' are not able to create or be assigned to RFIs and Submittals. Thus, we advise setting up ‘Companies’ to ensure that each user on the project is able to successfully leverage these new PM modules.
After PM is enabled, each time a user is invited to a project, they will need to either be associated with a new or existing company in your project:
If you are not associated with a 'Company', and you navigate to the 'RFI' or 'Submittals' tabs, then you will need to "Go to [the] People tab" to be assigned to a Company:
How to Set Up Companies
Any Project Admin can create a new company from the project ‘People’ tab. To do so:
- Click on ‘New company’
- Enter the ‘Company name’
- Enter a ‘Company Code’
Note: The Company Code indicates the original company that created the RFI or Submittal. The Company Code can't be edited after you 'add' the company.
Project Admins can move users into companies. To do so, either individually, or en masse, select the checkbox to the left of the respective user(s), and then choose ‘Actions’ and ‘Move to company’:
Similarly, you can add a user to a company after clicking on the three vertical dots to the right of a user’s name:
Project Admins can select the option to ‘Manage companies’ to adjust the name of any existing companies, or to add a new company to the project:
The ‘Field Access’ drop-down determines the level of access for the ‘Field Management’ tabs - Users can be ‘Admins’, ‘Members’, or ‘Followers’. Any users that have ‘Admin’ Field Permissions are able to invite users to a company and adjust a user’s Field and PM access level:
Note: You will not be able to add new companies or new users through the RFI or Submittals tab. If you attempt to do so, you will see that the buttons '+ New users' and '+ New company' are greyed out/disabled. As an Admin, you can add new companies in the "People" tab by clicking "New company".
Outside of ‘Field Access’, Project Admins have the option to adjust the ‘PM Access’ level of users. A user’s PM access level will determine how they can interact with RFIs and Submittals. All users will be automatically added as Managers when invited to the project, but this can be changed to make the user a Contributor. To adjust the ‘PM Access’ level of a user, choose the drop-down menu under the ‘PM Access’ column:
Note: At present, in regard to Submittals, there is no distinction between Managers and Contributors. All users in the Submittal assignee’s company can take action on the submittal in its current state. There are 3 groups of users that have different views, actions, and edit permissions depending on the Submittal ‘Status’:
- Assignee company’s users - Any user in the current assignee’s company can take action on the Submittal.
- Users not in the assignee’s company
- Submittal creator company’s users