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Shane Craven
2h 39m

User Role question for possible consideration

For a user whose role is set to collaborator, what settings, and functionality do they have to modify an element for a takeoff item?


My thought is this: We have the ability to add a PM, Superintendent, etc. to a workspace or project so that they can add comments, markups, etc. What if:

  • Real world problem: Tracking Progress & Actuals vs. Takeoffs & Budgets
  • Solution: Maintain a single source of truth logic within a single platform!!
  • Either copy a planset with the takeoff and data as either a new project or paste it into a new folder for field personnel to make necessary entries.
  • Provide Role base ability so field personnel have specific functional ability to modify a takeoff's item, product, assembly, etc.?
  • Provide custom properties that are role specific such as:
  1. Field_Status
  2. Installed, Delete from SOW, etc.
  3. Install/Change Date
  • Benefit: Multiple!
  • support staff could literally track WIP, monitor production KPIs, etc.
  • As-Builts could be created
  • Historical data is created that provides:
  • Estimators the ability to better align future projects with current capabilities
  • Provides governance to Executive and leadership to grow a business and maximize profits!
  • Expands ZZTakeoff platform marketability.


Could this be accomplished in a collaborator role, or would it require the addition of a new role?


Thanks for your consideration ZZTakeoff Team! Any other users out there that have considered this type of platform application? If so, please tell me how you accomplished the task and share your insight. I would greatly appreciate it!

0
Shane Craven 1h 12m

If my logic is reasonable, and I believe it is. I think my original post feeds into and expands upon Mark's feature request from a couple of days ago. I agree with Mark that while ZZtakeoff is not a CRM, it could provide valuable insight into project performance as a field use platform that would prevent data drift from one platform to another. By having the original takeoff as the baseline budget, a copy could serve would serve as the job tracking from within the platform if certain users (PMs, Supers, etc.) had specific Role based functionality.

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