Implementation plan - Project management and field functions - Drawings and specifications
Use this implementation plan to review, set up, and use correspondence features in project management and field functions to manage issues, emails, RFIs, and submittals.
Correspondence
| Step | Task description | Help topic | Training videos | Application form |
|---|---|---|---|---|
| 1 |
Review the correspondence settings in
Settings ( ) > Feature Settings > Correspondence.
|
View | Not available | Form |
| 2 | Go to Projects and select the appropriate project from the list. |
Not available |
Not available | Form |
| 3 | On the Project Home page, select Correspondence Overview in the Correspondence section. |
Not available |
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| 4 | View and add issues. | View | Not available |
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| 5 | Send basic project emails using journals. | View | Not available |
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| 6 | View, add, or email requests for information (RFI). | View | Not available |
Not available |
| 7 | View, add, or email submittals. | View | Not available |
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