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 year, 4 months ago 2 Members · 4 Replies
  • 4 Replies
  • David Cutler

    Member
    October 12, 2022 at 5:43 am
    Points: 22,403
    Rank: UC2 Brainery Brown Belt II UC2 Brainery Brown Belt II

    Sounds interesting @Doug McLean

    Is this functionality something that your team asked for?

    • Doug McLean

      Member
      October 12, 2022 at 2:24 pm
      Points: 11,785
      Rank: UC2 Brainery Blue Belt I UC2 Brainery Blue Belt I

      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: 22,403
        Rank: UC2 Brainery Brown Belt II UC2 Brainery Brown Belt II

        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: 11,785
          Rank: UC2 Brainery Blue Belt I UC2 Brainery Blue Belt I

          Some do, at least at the beginning.

          Once the project moves forward things always change.

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