Fieldwire is now offering Project Management solutions to Business Plus 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
- RFIs & Submittals Onboarding
- Managing Companies
Enabling Project Management
Once you have purchased PM through our Sales Team or upgraded to Business Plus, you'll need to enable PM on your projects. Any project with PM enabled will have a delineation in the left sidebar between the ‘Field Management’ and ‘Project Management’ modules. As shown in the screenshot below, you'll see that you can enable PM features in each project's Settings tab.
In the project Settings tab, you'll see the option to "Enable Project Management". Once you click that button, that option will no longer be there, and you'll see 'RFIs’, 'Submittals', and 'Change Orders' nested under the ‘Project Management’ section of the sidebar.
Here is the result of clicking the "Enable Project Management" button:
Onboarding for Project Management
Once Project Management has been enabled on your account, if you are accessing the RFIs, Submittals, or Change Orders tabs on your projects for the first time, you will see a pop-up to help get you started with Project Management in Fieldwire and setting up your “Company” on the project. First, you’ll need to add your company name and click the "Next" button. This will be the same company name for all PM modules on the project. However, it is not automatically filled by the “Company” information you put into your profile settings.
Next, you’ll be asked to enter your company code, which will help you and your team stay organized throughout the project.
And, that’s it! In the example shown in these screenshots, we used the company name, ABC, as well as the company code, ABC.
Once PM is enabled on your project, you can organize users by ‘Companies’ under the project ‘People’ option.
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.
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:
How to set a Lead Company
To make sure that all RFIs, Submittals, and Change Orders go through your "company" in Fieldwire, you can now set a Lead Company. To get started, you'll first want to go to the project People tab and then click on "Set lead company" for the company that you want to be considered the "lead".
After clicking on "Set lead company", you'll get a pop-up that indicates what the users in the Lead company can do vs users in the "Other companies" that were not designated to be the lead. For example, users in the Lead company can send RFIs to any company, but users in the "Other companies" on that project can only send RFIs to the lead company.
In addition, users in the Lead company can send submittals to or request submittals from any company, whereas users in the "Other companies" can only send submittals to the lead company. Lastly, users in the Lead company can send change orders to or request them from any company, whereas users in the "Other companies" can only send change orders to the lead company.
Once you've decided that you do want to set a lead company, you'll need to click on the blue "Set lead company" button. After you click the blue button, you'll see the lead company indicated with a crown icon and "Lead company" next to it.
Project Admins can select the three dots shown in the screenshot below to adjust the name of that company:
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:
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, Submittals, and Change Orders. 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
- Get Started with RFIs in Fieldwire
- The Submittals Workflow in Fieldwire
- Sign up for the The Fieldwire Research Program