RedTeam Flex - Construction Management
Projects | Document Control | Submittals | Scheduling | Vendors
42 articles
RedTeam Flex Document Control
Requests for Information (RFI) | RFI: PDF markup Annotation | Project Correspondence | Meeting Minutes & Agendas | Spreadsheets | Performance Overview | Project Documents: Custom Folders and Files
- RedTeam Flex - Performance OverviewThe Performance Overview, sometimes referred to in industry terms as a PM Report.
- RedTeam Flex - Manage Requests for Information (RFI)This article details the process of creating, committing, submitting, answering, tracking and marking up RFIs
- RedTeam Flex - Manage MeetingsMeeting Minutes are written records or notes of a meeting.
- RedTeam Flex - Nesting Project Issues
- RedTeam Flex - Manage Project IssuesAs Issues arise during the course of a job, RedTeam allows you to track them as they are discussed and addressed by your team.
- RedTeam Flex - SpreadsheetsRedTeam can incorporate active spreadsheet documents within a project.
- RedTeam Flex - Manage Project CorrespondenceCorrespondence for a project is any communication between yourself and members of your project team, etc.
- RedTeam Flex - Export Projects listTools to export data from your Projects
RedTeam Flex Submittals
Project Submittals | Submittal Requests | Requests for Approval | Submittal Notifications
- RedTeam Flex - Request Deliverable ItemsA request to vendor is an official inquiry sent to a vendor that requests documents related to a job.
- RedTeam Flex - Configure Submittal TypesWhen users create and add Submittal items to a Project, one of the required fields is to select the Submittal Type(s).
- RedTeam Flex - Manage Submittal Requests for ApprovalIn the Submittal Workflow process, the Request for Approval is the grouping or package of Submittal items.
- RedTeam Flex - Manage Submittal WorkflowThis article describes the process of creating Submittals and routing them through the Submittal Workflow.
- RedTeam Flex - Submittal Stamps & MarkupsIn construction, Submittals are data items provided to the Customer pursuant to the contract.
- RedTeam Flex - New Submittals: Overview and How to Enable It
- RedTeam Flex - New Submittals: Navigating the Submittals Log
- RedTeam Flex - New Submittals: Submittals Access LevelsLearn what each of the five Submittals access levels can do and how an Administrator changes a user's access on a project.
- RedTeam Flex - New Submittals: Default Workflow ConfigurationConfigure the company default workflow that applies review steps automatically to every new submittal item.
- RedTeam Flex - New Submittals: Copy and Apply WorkflowsCopy a configured workflow from one submittal item and apply it to other items in Not started status.
- RedTeam Flex - New Submittals: Rejection and Revision HandlingWhat to do when a reviewer rejects a submittal: send it back for revision, reject and cancel, or move to the next step.
- RedTeam Flex - New Submittals: Review SubmittalsStamp a submittal with a response and understand how each stamp option affects the workflow.
- RedTeam Flex - New Submittals: Cancel and Restore ItemsCancel a submittal item, understand what happens to its documents and access, and restore a cancelled item.
- RedTeam Flex - New Submittals: Delete Items
- RedTeam Flex - New Submittals: Manually Adding ItemsAdd submittal items to your RedTeam Flex log one at a time or in bulk, and avoid losing unsaved draft rows in the add submittal drawer.
- RedTeam Flex - New Submittals: Importing Items from Another Project
- RedTeam Flex - New Submittals: Navigating the Extraction Tool
- RedTeam Flex - New Submittals: Updating an Item's WorkflowSet up and change a submittal item's workflow in RedTeam Flex, including review steps, due dates, reviewers, skipping a step, and blocked items.
- RedTeam Flex - New Submittals: Requesting SubmittalsSend a request for submittals to your submitter in RedTeam Flex, individually or in bulk, and see what changes on the item once the request goes out.
- RedTeam Flex - New Submittals: Duplicate ItemsDuplicate submittal items in RedTeam Flex from a row in the add drawer or from bulk actions in the log to reuse repeated item details.
- RedTeam Flex - New Submittals: Item Comments and History
- RedTeam Flex - New Submittals: Closing and Distributing ItemsClose and distribute a submittal in RedTeam Flex, including the distribution list, the official response stamp, and submitter acknowledgement.
- RedTeam Flex - New Submittals: Reviewing on Behalf of Another Reviewer
RedTeam Scheduling
Gantt Scheduling | Milestones | Schedule Updates
- RedTeam Flex - Manage Project Gantt ScheduleThe Gant schedule is a special chart used to illustrate scheduled tasks and milestones within the project.
- RedTeam Flex - Manage project MilestonesThe Progress tab is designed to let you manage processes while your job is in progress, such as Daily Progress Reports and Milestones.
- RedTeam Flex - Getting Started: Performance ManagementPerformance Management refers to the ongoing process of tracking and managing performance while a job is in progress.
RedTeam Vendors
Vendor Management
- RedTeam Flex - Manage Vendors OverviewThe Vendors Overview is a master directory of all Vendor profiles that exist in RedTeam for your company.
- RedTeam Flex - Add Vendors to RedTeamThe term Vendor in RedTeam refers to a subcontractor, material supplier, or an entity which your company pays for materials or services.
- RedTeam Flex - Manage Vendor RatingsVendor ratings are a great way to keep track of how well or how poorly a particular Vendor performed on a project.
- RedTeam Flex - Manage Vendor EntityWithin RedTeam Flex, a Vendor refers to a subcontractor, or material provider: any company you plan to pay for services or goods.
- RedTeam Flex - Vendor QualificationsVendor Qualifications are an optional way of organizing vendors by the type of projects they are suited for.
- RedTeam Flex - Notification of Payment
- RedTeam Flex - Manage Vendor DirectivesA Vendor Directive is an official directive, or order, to perform services that are amendments to the original scope of work.