| Welcome to Plans and Specs |
 | Getting to Know Plans and Specs |
| System Requirements |
| System Basics |
| Faxing Correspondence |
| Reports & Printing Items |
| Starting a New Project |
| Create a Project |
| Copying a Project |
| Edit Project Details |
| Setting up Project Defaults |
| Add Responsible Parties |
| Setting Up Default Processing Times & Folders |
| Adding Project Members |
| Custom User Project Permissions |
| Managing Dropdown Lists |
| Invitation to Bid |
| Setting up a Call Sheet - ITB |
| Updating Bidder Status |
| Correcting Bidder Infomation & Add or Remove CSI Codes |
| Attaching Files ITB & Blast Fax |
| Sending an Addendum or Message |
| Reports |
| Events & Messages |
| Calendar |
| Tasks |
| Outgoing Mail |
| Project Management |
| Communications |
| Creating Folders |
| Create Fax, Letter or Memo |
| Attaching Files Communications |
| Transmittals |
| Creating Folders |
| Creating a Transmittal |
| Creating a Template for Distribution List |
| Fowarding a Transmittal |
| Attaching Files Transmittals |
| Open Issues |
| Create an Open Issue |
| Attaching Files Open Issues |
| Submittals |
| Creating Folders for Submittals |
| Creating a Submittal Package |
| Creating a Submittal Item |
| Returning a Submittal Item |
| Re-Submit Process |
| Attaching Files Submittals |
| Reports |
| Meeting Minutes |
| Creating Meeting Folders |
| Create Agenda or Meeting(s) |
| Creating Minutes |
| Updating Minutes |
| Copy a Meeting Foward - Type B Meeting(s) |
| Attaching Files Meeting Minutes |
| Reports |
| Request for Information - RFI's |
| Creating Folders |
| Creating & Editing |
| Replying to an RFI |
| Forwarding an RFI |
| Attaching Files RFI's |
| Closing an RFI |
| Reports |
| Change Orders |
| Creating Folders |
| Creating a Change Log |
| Attaching Files to a Change Order |
| Punch Lists |
| Creating Folders |
| Creating Punchlist Items |
| Input / Update Punch List from Spreadsheet |
| Attaching Files Punch Lists |
| Closing Punch List Items |
| Reports |
| Daily Logs |
| Creating Folders |
| Creating a Daily Log / Report |
| Copy a Log from Day to Day |
| Attaching Files Daily Logs |
| Reports |
| Document Management |
| Seting up a Planroom & Document Control |
| Setup Folder & Suggestions |
| Uploading Files |
| Updating Document Revisions |
| Sketch Management |
| Task Manager |
| Task manager |
| User Profile & Preferences |
| Contact Information |
| Email & User Preferences |
| Project Picker |
| Dashboard |
| Dashboard Report - Overview Projects |
| Scheduling Project Reports |
© 2009 Plans and Specs a BIM fx Company