Custom Statuses

  • Custom Statuses

    Posted by Doug McLean on October 11, 2022 at 2:35 pm

    Wading into the realm of Custom Statuses this week in our Estimating workflow.
    Have them set up for Included, Separate Price, Excluded, VE Option Submitted, and VE Option Accepted.

    Hopefully our Project Management team sees this and it helps them as the project moves forward?

    Any tips for how to move this forward

    Doug McLean replied 1 month, 3 weeks ago 2 Members · 4 Replies
  • 4 Replies
  • David Cutler

    Member
    October 12, 2022 at 5:43 am
    Points: 13,250
    Rank: UC2 Brainery Blue Belt III UC2 Brainery Blue Belt III

    Sounds interesting @Doug McLean

    Is this functionality something that your team asked for?

    • Doug McLean

      Member
      October 12, 2022 at 2:24 pm
      Points: 4,808
      Rank: UC2 Brainery Orange Belt IIII UC2 Brainery Orange Belt IIII

      Sort of.
      Its nice to have a visual cue that we’ve done something when we hand the job over to Project Management.

      Often we do an estimate months before we get it awarded and we don’t always remember what all we’ve done. This way there’s at least something there to fire the brain cells… lol.

      • David Cutler

        Member
        October 13, 2022 at 10:22 am
        Points: 13,250
        Rank: UC2 Brainery Blue Belt III UC2 Brainery Blue Belt III

        I’m sure you could put together a quick PowerPoint to present the added functionality to your team. That way they would also have something to refer back to when they have questions.

        Do your PMs use your takeoffs as a management tool?

        • Doug McLean

          Member
          October 14, 2022 at 9:33 pm
          Points: 4,808
          Rank: UC2 Brainery Orange Belt IIII UC2 Brainery Orange Belt IIII

          Some do, at least at the beginning.

          Once the project moves forward things always change.