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Dashboards

Capture Construction Project Reviews and Approvals on Just About Everything!

June 29, 2022 by Marcy Spiker Leave a Comment

Construction projects involve owners and contractors submitting, reviewing, and approving information throughout the project’s life cycle. It’s a complex web of information transfer, often time-sensitive, and requires a well-documented e-paper trail to avoid legal issues.

For some projects, the review and approval process needs to be more granular than just the form, set of documents, or a drawing set level; it needs to be down to a single document page or an individual drawing sheet.

That level of detailed review tracking is why we created the Construction Viz Review Comments Matrix and the Contractor Response Matrix components. These components work in tandem to ensure detailed comments and approvals are captured at the right level of detail to improve communication, avoid delays, and prevent future claims.

For example, you might want to capture internal owner/CM team comments on each page of a contractor’s project management plan attached to their submittal. Also, you might want to keep some comments internal, while others you might want to share with the contractor.

Review Comments Matrix component

With the Review Comments Matrix component, your team can add comments for each individual page of the attached project management plan. The component automatically logs all saved comments into an interactive grid not visible to contractors.

Suppose you need to share comments with the contractors. In that case, you can select the comment(s) and click Finalize Selected, making those comments available to the contractor in the Contractor Response Matrix component and denoting that comment as a final comment.

Contractor Response Matrix component

The Contractor Response Matrix component displays only those comments needing a response from the contractor.

The component captures the ongoing back and forth exchange between the owner/CM and the contractor in an interactive grid complete with comment-specific statuses. The contractor just needs to click edit next to each comment and add their response.

What happens to the comments if the contractor needs to revise and resubmit the form? In the case of a revision, the component automatically includes all previous comments in the form revision, ensuring the complete history is always available for reporting.

These two components combine to provide that extra level of review capability that can help improve turnaround times and minimize communication issues. As with any Construction Viz components, they can be added to any form, turned on or off, or modified as needed. This functionality is excellent for Submittals and RFIs to ensure contractor responses are tracked and given a formal status before the overall form submission is accepted.

Get a demo of Construction Viz

Construction Viz is the only enterprise-scale construction management solution available for Microsoft 365. You can learn more about what makes Construction Viz different from its competitors and the available apps on the Features and Apps pages. To set up a demo, click here.

Filed Under: Dashboards Tagged With: construction project management, Microsoft 365, project management, project management information system, Sharepoint

Dashboards Simplified with Construction Viz and Microsoft Power BI

March 17, 2021 by da_admin Leave a Comment

We added integration between Construction Viz and Microsoft Power BI early last year to give our users another option for creating reports and dashboards. Read how you can take advantage of this integration to create customizable reporting and data visualizations for your organization.

Microsoft Power BI is rapidly becoming the reporting solution of choice for many organizations. Those with a Microsoft 365 subscription can build highly complex reports and dashboards, share them with their internal and external teammates, and even publish them to public-facing websites.

We recognize that not every company, project, or PM is the same. That is why we designed Construction Viz to be as flexible as possible, allowing for many different reporting solutions, including prebuilt SQL reports and automated dynamic dashboards. Being that Construction Viz utilizes Microsoft365 and SharePoint, adding integration with Power BI extends this flexibility further, giving construction organizations another robust reporting option that they can use alongside Construction Viz's construction project management features.

Construction Viz Integrated Reporting Using Power BI Embedded

Our integration between Construction Viz and Power BI leverages the Power BI Embedded API framework provided by Microsoft. We then built a custom menu specifically for creating, deploying, and viewing your Power BI reports within the Construction Viz Hub.

The advantages of this approach are:

  • A single source of truth. Using Power BI with Construction Viz gives you one location to see ALL your reports, apps, and documentation for your project.
  • Create your own dashboard tabs in the Construction Viz Hub. You can easily design a custom reporting interface by creating, naming, ordering, and displaying or hiding report dashboards.
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  • Embed your Power BI Reports alongside Construction Viz. With a simple copy and paste, you can display your Power BI reports in Construction Viz side by side with our pre-defined dashboards, allowing you to mix and match your reporting and visualization tools as needed.
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  • Embed other Microsoft 365 applications. The dashboard creation feature also allows the user to link to SharePoint, Excel Services, other Construction Viz instances, and more without an additional login.
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  • Import pre-defined reports. We built pre-defined Power BI reports that support our Construction Viz apps. These reports can be imported into your Power BI tenant and added as dashboard tabs as well.

Construction Project Management Powered by Microsoft 365 and SharePoint

Construction Viz is a unique construction management solution since it can be deployed into a Microsoft 365 SharePoint Online site, ensuring your data stays with you.

With Power BI and Power Automate, we continue to deeply integrate Construction Viz into the Microsoft 365 ecosystem so that you can leverage the tools you already use while keeping control of your data, allowing you to manage your projects more effectively.

Learn What Construction Viz Can Do for Your Organization

You can deploy Construction Viz as a turnkey solution or select from our lineup of construction project management apps to create a fully customized system for your organization.

Find out more with a free consultation and demo.

Filed Under: Dashboards Tagged With: construction project management, Microsoft Power BI

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