Construction Viz

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Construction Viz Feature: Flexible Workflow Management

November 2, 2021 Project Management Tools

Construction projects can be very unique, not unlike the work processes supporting them. It's not uncommon for workflows to remain "fluid" through most of a project lifecycle as scoping requirements change, team members join, and the parties involved agree to work processes. This inherently dynamic nature of construction projects is why we designed Construction Viz to be as flexible as possible.

Construction Viz lets you work the way you want, with pre-configured ad-hoc workflows built into each app. And you can further customize your workflows by leveraging the power of Microsoft 365 Power Automate. No other construction project management software gives you so much control over how you get your projects done and delivers solutions right in your own Microsoft 365.

Construction Viz workflow features

Workflows are critical for managing projects in a project management information system (PMIS). Project teams use them to route forms for review, populate fields based on conditions, and email content for review and approval, to name just a few examples.

So what workflow features does Construction Viz offer?

Out-of-the-box workflows – You get access to ad-hoc workflows with Construction Viz on day one. Pick a reviewer, assign a due date, and send it off for action.

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Email notifications – You can send automated actionable emails to a single reviewer or a group of reviewers. A complete email history log ensures your emails are never lost.

System notifications – Every user you assign as a reviewer receives a notification alert within the Construction Viz Hub with actionable drill-down capabilities.

Form due dates – Based on priority, you can automate standard Target Due to ensure adherence to contract requirements.

Ball in court – Every form log includes a ball-in-court displaying each reviewer's status so you can analyze the data across all records.

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Dashboards – Dashboards display every record by status and by each reviewer so you can quickly identify bottlenecks.

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Reports – Outstanding response reports provide formal documents you can export to PDF, Excel, Word, etc.

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Microsoft 365 Power Automate integration – Power Automate is Microsoft's enterprise workflow solution for Microsoft 365. Construction Viz deeply integrates with Power Automate allowing users to create custom workflows and add them to any of our apps, extending the capabilities and providing unlimited possibilities. Here are a few examples:

  • Automating complex Construction Viz team review and approvals based on form conditions
  • Integrating Construction Viz data with Microsoft 365 services such as Outlook, To Do, Planner, Excel, Teams, and even external systems like SAP and Oracle.
  • Automating Construction Viz Power BI report creation and distribution
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Check out my previous blog article, Your Flows, Your PMIS: Power Automate & Construction Viz, for more information about how Construction Viz and Power Automate can turbocharge your construction project workflows.

Learn more about Construction Viz

Construction Viz is all about choice, and it is the only construction management software platform built for Microsoft 365 and designed around how you work and where you work. Find out more about Construction Viz and how we can help you manage your projects with a free, no-obligation consultation and demo.