Assignments

When you assign a specification set or spec section to other people, they have access to it in the viewer.

  1. Open the specification set or spec section.
  2. In the Information panel, expand the Assigned To section.
  1. Open the Drawings and Specifications module.
  2. If the Assignments panel is closed, click Assignmens panel toolbar button (Assignments).
  3. In the By section, select the filters.
    • Assigned To: The name of the assignee.
    • Company: The company of the assignee.
    • Record Type: The type of assigned item.
    • Status: The status of the assigned item.
    • Due Date: The due date of the assignment. If an assignment doesn't have a due date, the record due date, if available, is used.
  4. To open a specification set or spec section from the panel, click one of the following:
    • chevron_right (Open): Open the specification set or spec section in the current tab.
    • open_in_new (Open): Open the specification set or spec section in a new tab.
  • In the data view, select the specification sets or spec sections, and then click Resend icon (Send) on the toolbar.

    • —Or—

    On the assignment card, click more_horiz (More) > Send Assignment Reminder.

    Reminders are sent only for open assignments.

In the Information panel of the specification set or spec section, you can add assignments.

  1. In the Assigned To section of the panel, click Add.

    2. The contact popover only displays the active project contacts. To search for or create other active contacts in the Contact Search dialog, click Contact search icon (Contact Search).

  2. Select a person, who can only be assigned once to the record.

    3. A contact card is added to the Assigned To section.

  3. On the contact card, add or edit the due date.
  • In the Assigned To section of the panel, click and drag a contact card to a different position.

    • Assignments don't have to be completed in this order.

  • On the contact card, click Calendar icon (Calendar), and select the new date.

    • You can only change the due date for assignments that aren't completed yet.

  • On the contact card, click check (Mark Done), so it becomes green (check).

You can only remove assignments that aren't done yet.

  • On the contact card, click more_horiz (More) > Remove.

    • This person will no longer receive notifications.