Construction Viz

Project Management Perfect

Microsoft 365

Simplifying Schedule Updates with Construction Viz Scheduler

Scheduling |

The Construction Viz Scheduler app is a simple yet powerful construction project scheduling tool. Scheduler lets you easily handle scheduling, including managing and assigning resources, right in Microsoft 365 and SharePoint. Read on to learn how Scheduler can simplify your schedule update workflow.

The typical scheduling software can be cumbersome to use, especially if all you want to do as a project manager is get activity updates from team members. A big reason for this is that most scheduling software imposes rigid workflow processes.

For example, with many software tools, the schedule update process typically goes something like this:

  1. The project manager reaches out to the scheduler to get the activity IDs.
  2. The scheduler creates and runs a PDF report of the requested activities.
  3. The scheduler emails the PDF report to the project manager.
  4. The project manager sends the PDF report to their team members, asking for schedule updates.
  5. Team members make their updates by marking up the PDF report and emailing it back to the project manager.
  6. The project manager reviews and compiles the collective updates from the team before sending them back to the scheduler
  7. Finally, the scheduler actualizes the schedule with the latest input provided by the team.

Unfortunately, by the time the schedule is actualized, it’s already out-of-date.

How Construction Viz Scheduler improves scheduling updates 

We wanted to ensure that each activity could be easily accessed and quickly shared, removing the frustration and barriers that delay schedule updates. We built our Construction Viz Scheduler app so that every activity has a unique URL that can be copied and shared through email or instant messenger with team members. To further simplify this process, we added a button within the activity details to copy the activity link, making it easy for users to share the URL.

Construction Viz Scheduler makes it easy to copy an activity link
Construction Viz Scheduler makes it easy to copy an activity link
Now team members can update their specific activities with one click
Now team members can update their specific activities with one click

The above is already a significant time-saver, but it gets even better. The Construction Viz Scheduler app lets teams access and share activity information in even more ways:

Scheduler Progress App Component.  This configurable component can be added to any app providing the ability to make updates to the Scheduler directly. For example, in a Daily Report app, a construction coordinator could update activity progress percent complete from within the form without opening up the Scheduler.

Daily Report app with Scheduler Progress Component
Daily Report app with Scheduler Progress Component

Forms. Forms, such as a Change Request, can incorporate activity URLs linked directly to a scheduled activity.

Workflow.  Power Automate workflows can include unique activity URLs for team member assignments and updates.

Reporting. Reports and dashboards can include hyperlinks to each activity ID to view additional information within the scheduler.

Scheduler plan vs. actual report with linked IDs
Scheduler plan vs. actual report with linked IDs

Concerned about access? Any activity in the Scheduler app can also be permission- and version-controlled, allowing you to manage access and updates securely.

We KNOW your project and processes are unique. And we firmly believe that no project management software should force you to re-invent the way you work. Instead, the software should fit into how you do the work. That’s why we built Construction Viz to be the most flexible project management tool available.

Find out more about Construction Viz and how it can help you save time and money on your next project with a no-obligation demo and consultation.

Construction Viz App Spotlight: Document Binder

Document Control |

The Construction Viz Document Binder app makes it easy to organize and find related construction project documents, images, and videos with features such as automated metadata, permissions, dashboards, reporting, workflow routing, and more.  

Most companies that use Microsoft SharePoint for documents store them in folders. They then rely on the folder and file names as a simple form of metadata for the organization. While folders seem like the most logical and quick way to organize documents, doing so comes with drawbacks:

  • Locating documents in a folder structure can be frustrating and time-consuming, especially if you use the native SharePoint UI to navigate document libraries.
  • The more folder levels used to organize your documents, the longer the URL, which impacts saving and sharing files in SharePoint.
  • You could try adding metadata directly to your documents to make it easier to search and find what you need. However, it is often challenging to get users to add metadata consistently. And if you need to re-classify documents stored in folders, now you must laboriously copy and paste between folders!
  • Finally, the folder method provides limited functionality out of the box, so you are out of luck if you want to use other features such as reviews, emails, permissions, dashboards, and reporting.

The bottom line is that you need more than just a simple folder structure to store and share project information with your teams.

Enter the Construction Viz Document Binder app

With the Construction Viz Document Binder form app, we built a way to easily group related documents while including a ton of functionality and flexibility currently lacking in your standard SharePoint document library folder structure.

The document binder app could not be simpler to use. You create a document binder form, fill out a few key fields, and drag and drop documents into it. The app automatically tags the form metadata to the attached documents, allowing you to quickly search by form or attachment.

Think of the document binder form as a cover sheet for saving your project documents that also provides the following functionality:

  • Detailed metadata tracking lets you quickly find what you are looking for using the configurable grids or search
  • Responsiveness to any device on a modern browser with offline capability letting you get to your information where and when you want
  • Integration with Microsoft Office for the web lets you open, edit, and share documents in your browser
  • Automatic file name conflict resolution when uploading attachments to prevent overwriting files
  • Quick view for uploaded files by documents, images, and video
  • Revision management for each form and document
  • Ad hoc workflow approvals with ball-in-court approval indicators
  • Email to users and distribution lists with a history log for auditing
  • Permission management by the contractor and user-defined groups
  • Dashboards, reports, and notifications so you always know where a binder is in the approval process and who needs to take action
  • Archive in place, or if required, create an archive PDF for each binder using the Form Archiving Wizard
Doc-Binder_1
Doc-Binder_2

Get Construction Viz for your organization

Construction Viz is about choice, and it is the only construction management platform designed around how you work and where you work.

Contact us today to learn more about our lineup of Construction Viz apps and how we can help you better manage your projects.

Construction Viz App Spotlight: Substantial Completion Form

Forms |

We designed the Construction Viz Substantial Completion form app to streamline getting your project to the finish line with greater efficiency and consistency.

Substantial completion is the stage of the project where portions of work are sufficiently complete. In other words, it marks the point at which constructed items become assets, start depreciating, and are potentially handed off to the operations and maintenance teams for support. It’s also the time to collect warranties and ensure all punch list items are complete.

The owner and construction or general manager typically document achieving substantial completion in an email exchange. As we all know, email is the preferred communication tool on construction projects, and it will not go away soon. But email is not the most effective way to manage critical information at this phase of the project.

The Construction Viz Substantial Completion form provides a much better framework for project teams.

Construction Viz Substantial Completion form app

The Construction Viz Substantial Completion form app makes the turnover process more efficient and easier to manage for all parties involved. The user can track details, warranties, and punch list items for each significant area of scope, including the value outstanding and when each will be complete for turnover.  The user can run a G704 Certificate of Substation Completion report for physical signature and record retention at any time.

Construction Viz Certificate of Substantial Completion (G704) print view:

Substantial-Completion_1

The challenge with traditional email correspondence is responsibility and progress management. Construction Viz solves this by capturing ownership within each punch list issue and displaying that information in interactive form status dashboards, ball in court grids, outstanding response log reports, and user alert notifications. And emails are automatically generated for individual users and distribution lists for review and acceptance.

Construction Viz Substantial Completion form log:

Substantial-Completion_2

Get just the construction forms you need

The Substantial Completion form is part of a full suite of construction apps available for Construction Viz. You can mix and match the forms you need for your project workflow.

All Construction Viz form apps are extendable with additional components, including:

  • Document, image, and video attachments
  • Geospatial mapping
  • WBS, specification, and asset tracking
  • Progress tracking using the Construction Viz Scheduler app and integrated P6 Scheduling
  • External links and data relationships
  • Electronic review and approval
  • Ad hoc workflow capability
  • Microsoft Power Automate workflow integration
  • Power BI reporting integration
  • Ball in court Dashboards and KPIs

Schedule a free consultation to see how we can help you get your project to the finish line with Construction Viz.

New Image Markup Feature for Construction Viz

Forms |

Our latest Construction Viz feature lets project team members mark up images on any device with or without internet access.

Adding images to a daily report, safety incident, or punchlist is critical to documenting work completed in the field and identifying any issues for potential corrective action. Construction Viz makes the process simple, enabling users to take photos with any device, with or without an internet connection, and attach images directly to the form. Our Media Map Component automatically plots the image and the location where it was taken on a geospatial map and adds this information to the form. Users can easily add comments, waypoints, and even measurements as a layer to the media map.

And because Construction Viz is a progressive web app (PWA), this is all done without users ever installing an app on their devices.

But what about marking up the images?  Our users told us that marking up images would be a handy feature and make Construction Viz's data capture even better. We listened. Read on to learn about his useful new capability.

Construction Viz image markup feature

We expanded our Image Uploader Component for construction forms based on user feedback to add image markup capability and further simplify the entire process. Here is how it works:

  • After users upload images, the app displays them in interactive cards. Adding metadata such as title or description can be done in a couple of clicks.
  • The user can expand the photos from thumbnails to a full-screen mode to draw directly onto the image canvas.
  • The markup tool lets users pick from a palette of pen colors, complete with erasing and undo functionality.

The updated Image Uploader Component can be enabled in any one of our apps or can be added to a custom app as needed.

This new functionality enhances the entire data collection and documentation experience by extending what's possible for field workers. Also, since Construction Viz stores all of the data to your Microsoft 365 SharePoint, your project information is available for further reporting and workflow using the Power Platform.

The image markup tool is one of many features that we have built into Construction Viz. For an overview of the other powerful capabilities built into Construction Viz, check out our features page.

Construction Viz image markup feature

We expanded our Image Uploader Component for construction forms based on user feedback to add image markup capability and further simplify the entire process. Here is how it works:

  • After users upload images, the app displays them in interactive cards. Adding metadata such as title or description can be done in a couple of clicks.
  • The user can expand the photos from thumbnails to a full-screen mode to draw directly onto the image canvas.
  • The markup tool lets users pick from a palette of pen colors, complete with erasing and undo functionality.

The updated Image Uploader Component can be enabled in any one of our apps or can be added to a custom app as needed.

This new functionality enhances the entire data collection and documentation experience by extending what's possible for field workers. Also, since Construction Viz stores all of the data to your Microsoft 365 SharePoint, your project information is available for further reporting and workflow using the Power Platform.

The image markup tool is one of many features that we have built into Construction Viz. For an overview of the other powerful capabilities built into Construction Viz, check out our features page.

Construction Viz Media Map Component

Image-Mark-Up_1

Construction Viz Media Map Component

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Get a demo of Construction Viz today

Construction Viz is an enterprise Project Management Information System (PMIS) built by construction professionals for construction professionals. We value our client's feedback and are always looking for the most efficient ways to get the job done.

Contact us for a no-obligation consultation and demo today to learn how Construction Viz can help your team better manage your construction projects.

Construction Viz Avoids the Folder Nightmare with Automated Document Controls

Document Control |

Have you ever been part of a project that stores documents in an overly complicated file folder structure? You end up having to click through multiple levels of folders to get to a single item you need. Forget about moving that file to another location or even finding that document again in the future. Not very efficient.

The reality is, storing documents in a file folder structure can work well for a few scenarios, but there are some significant drawbacks across the enterprise, such as:

  • How do you best organize the folder structure – by project name, document type, or team?
  • What happens when a folder name changes? How does that affect related files, bookmarks, and overall searchability?
  • Do you use long folder names to be more descriptive? The resulting URL can become too lengthy, preventing you from sharing file links via email.
  • How do you effectively search the folders outside of using the filename?
  • Can anyone create a folder, and if so, how do you prevent duplication?

For the above reasons and many more, most project management organizations often employ document metadata instead of, or in addition to, folder structures. Metadata allows you to tag attributes about a document so you can search, filter, and group them based on that information.

However, effectively using metadata requires more upfront planning, additional user training, and, depending on your processes, adding manual tags based on where you save a file. All reasons why some organizations wind up falling back on file folders or do not consistently use metadata as their document controls team intends.

If you use Construction Viz, we have got you covered. That is because we added a built-in auto-tagging feature that takes the hassle out of metadata.

Construction Viz simplifies project metadata with auto-tagging

The Construction Viz auto-tagging feature automatically enriches your documents with contextual metadata. What about construction forms like RFIs, submittals, and daily reports that typically store images, drawings, documents, and other files? We built automated metadata tagging into the form apps to streamline metadata for the forms and file attachments.

So how does auto-tagging in Construction Viz work?

When attaching files (documents, images, and video) to a form, Construction Viz automatically saves the files to a SharePoint library and includes the form-specific metadata and any metadata added to the attachment. No additional metadata tagging by the user is required. Below are some example screenshots of this feature in action.

Daily report forms with project metadata tagged:

FolderNightmare_1

Daily report document attachments automatically tagged with project metadata:

FolderNightmare_2

Daily report image attachments auto-tagged with project metadata:

FolderNightmare_3

Benefits of the Construction Viz auto-tagging feature

The Construction Viz auto-tagging feature saves significant time for both the users and the document controls team. It ensures your organization's documents are stored with the proper metadata so you can find them in the future either by the associated form or by the attachment itself. For example, you can search for a specific image instead of finding the daily report that has the image as an attachment. Likewise, you can find a particular submittal package independent of the submittal form that has it as an attachment.

Also, since Construction Viz stores all the metadata with the lists and libraries in Microsoft 365 and SharePoint, you can create custom SharePoint views, Power BI reports or export the raw data to Excel.

Manage your projects with Construction Viz and Microsoft 365

Construction Viz lets you manage your projects right in Microsoft 365 with familiar tools such as Excel and SharePoint – all optimized for your construction project teams' needs. To see our catalog of our available construction apps for Microsoft 365 and SharePoint, check out the Construction Viz apps page. You can submit a free consultation and demo request to learn more.

And head over to LydonSolutions.com for more information if you are interested in a customized construction project management solution using Microsoft 365.

If you can measure it, you can manage it with Construction Viz Task Manager

Project Management Tools |

Being a construction project manager is a demanding job where all responsibility for a project's success falls on your shoulders. You spend most of your time herding cats, trying to hold your team members accountable while working in a matrixed organization. It's not enough to email a team member when a deliverable is due. You need constant reminders when follow-ups are required and a simple but effective means to monitor and report progress.

We designed the Construction Viz Task Manager App for project managers like you. Construction Viz Task Manager has everything you need to plan, track, and report on your team's project and program tasks within one powerful app.

Construction Viz Task Manager Key Features

The Construction Viz Task Manager app installs easily into the Construction Viz Hub and integrates with our full lineup of construction project management apps. Task Manager provides a 360-degree approach to managing tasks, including the following features:

  • Dashboard summary. As a PM, your time is limited. Task Manager lets you quickly see the status of your project team's tasks in configurable dashboards with drill-down capability.
  • List view. Task Manager lets you see all your tasks consolidated into a centralized list view. You can use this pre-defined view to quickly group, filter, search, and report on your team's tasks.
  • Board view. Want an easy way to see the progress of a task? Task Manager's board view uses a Kanban approach to managing tasks with configurable buckets and swim lanes so you can see progress made by each team member. The app highlights any behind schedule tasks in red, allowing you to target those items for immediate follow up.
  • Calendar view. Seeing when tasks are due in a familiar calendar layout is invaluable. Task Manager's calendar allows you to proactively manage when tasks are forecast to be complete using daily, weekly, or monthly views. Since Construction Viz uses SharePoint as the backend, you can even link your Task Manager calendar to your Outlook calendar.
  • When you assign a task to someone in Task Manager, the app automatically sends the assignee an email with a link for them to take action. Task Manager integrates with Microsoft Power Automate, letting you tailor the timing and frequency of email notifications for your business processes so that frequent reminders do not go unnoticed. Like all of our apps, tasks from Task Manager also display in the Construction Viz notification center, ensuring you and your team always know about items requiring your attention.
  • Task Manager integrates with other Construction Viz forms and apps. Task Manager integrates across the suite of Construction Viz apps, streamlining your workflows. For example, if you are in a Construction Viz RFI form, you could create a task and assign it to a team member, thereby associating the two records. Now, anyone viewing the task can see the linked RFI record and vice versa. With Task Manager, you no longer have to bounce between one system to know when a task is due and another to view the work item. Everything is readily accessible and interlinked directly in all the relevant Construction Viz apps.
  • Use any device with full mobile responsive and offline support. Task Manager, like all our apps, is fully responsive on any device. You can also work offline without an internet connection.  So whether you are at the office or in the field, you can always manage your tasks.
  • Adaptive Cards integration. Task Manager takes advantage of Microsoft's Adaptive Card technology, allowing team members to work in Outlook without ever logging into any system.  Task-driven cards make it easy for team members to respond to tasks wherever they are and on any device using Microsoft Outlook. You can read more about Construction Viz and Microsoft Adaptive Cards in this blog post.

See what Construction Viz Task Manager can do for you

Construction Viz is the most flexible construction project management solution available for Microsoft 365 and SharePoint. Find out how Construction Viz and the Task Manager app can help you better manage your construction projects and programs with a free consultation and demo.