Our senior leadership has identified the need for consolidated reporting (as well as the ability for a project-wide 'closeout'), and the ability to download all project items for a particular subject (e.g., Submittals, RFIs, Issues, etc.), while helpful (and currently planned), doesn't go far enough.
Guest
| Company | Strata Solar |
| Job Title / Role | IT Business Analyst |
| I need it... | 1 month |
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This doesn't work. Every time I try and use it sits at "In Progress" for days.
I'm going to mark this one shipped as the above closeout feature has been released. We do have further plans though - more configurability of what RFIs/Submittals/Documents/etc get included, ability to shared a public link to the closeout file, for example.
Sure - perhaps the best way is to show the dialog that a project editor accesses via Project Settings | "Closeout". The closeout runs in the background and generates a PDF for all of the selected items (just like printing an individual RFI or Submittal) along with Documents and Drawings if selected. The end result is a ZIP file with a folder structure per type (RFI, Submittal, Document, etc...) that can be downloaded from Team.
Jim,
That's great!
I'm sure this will be in the release notes, but could we get a quick preview/list of what functions come with closeout?
Tom, we will be releasing a new project closeout feature in the upcoming release - planned for November 6th. In the longer term you should expect to see additional reporting as well.