Implementation plan for correspondence in project management and field functions
Step | Task description | Help topic | Training video(s) | Application form |
1 |
Review the correspondence settings in Settings (![]() |
View | Form | |
2 | Go to Projects and select the appropriate project in the Quick Select section. | Form | ||
3 | Select Correspondence Overview in the Correspondence section. | |||
4 | View and add issues. | View | ||
5 | Send basic project emails using journals. | View | ||
6 | View, add, or email requests for information (RFI). | View | ||
7 | View, add, or email submittals. | View |