Other Features
In addition to the SkyView page, Roll-up, Roll-down, and the Modules, there are a lot of other really cool features in RoundhousePM. The following is just a few:
Mobile Devices
RoundhousePM works on all mobile devices. Open any browser and enter the roundhousepm.com URL. You'll be online and accessing all of your project information from wherever you are.
RoundhousePM works on all mobile devices. Open any browser and enter the roundhousepm.com URL. You'll be online and accessing all of your project information from wherever you are.
Custom Branding
Customize RoundhousePM by adding company logos, selecting your color scheme, and even using a custom login page at yourcompany.roundhousepm.com
Customize RoundhousePM by adding company logos, selecting your color scheme, and even using a custom login page at yourcompany.roundhousepm.com
Nomenclature
There are numerous places in RoundhousePM where you can descriptors that are familiar to you. This includes things like project vs job, Change Order Proposal vs Proposed Change Orders, etc.
There are numerous places in RoundhousePM where you can descriptors that are familiar to you. This includes things like project vs job, Change Order Proposal vs Proposed Change Orders, etc.
Customization of Default Values
Within the log modules (RFI, Submittal, etc) you can define the priority of these items as Low, Medium, or High. For submittal items you determine the action item names such as Reviewed, Exceptions Noted, etc. RoundhousePM comes with preset values, but these can easily be changed for your pyramid.
Within the log modules (RFI, Submittal, etc) you can define the priority of these items as Low, Medium, or High. For submittal items you determine the action item names such as Reviewed, Exceptions Noted, etc. RoundhousePM comes with preset values, but these can easily be changed for your pyramid.
Favorite Workspaces
If your company has a lot of projects on RoundhousePM but you only participate in a few, you can tag those as Favorites, thereby reducing the number of workspaces you see in your Workspace Explorer.
If your company has a lot of projects on RoundhousePM but you only participate in a few, you can tag those as Favorites, thereby reducing the number of workspaces you see in your Workspace Explorer.
Notifications
With any record you create, you can send a notification to let others know about an addition or change you've made.
With any record you create, you can send a notification to let others know about an addition or change you've made.
Record History
RoundhousePM allows you to see a history of all records including creation, viewing, notifications, editing, and downloading. Never again can someone claim they've not seen something. It will show up in the history of that record.
RoundhousePM allows you to see a history of all records including creation, viewing, notifications, editing, and downloading. Never again can someone claim they've not seen something. It will show up in the history of that record.
Daily Digest
Don't have time to log in to RoundhousePM every day to see what you're missing? Simply activate the Daily Digest feature in your User Preferences and you will receive a daily email with the contents of your SkyView page.
Don't have time to log in to RoundhousePM every day to see what you're missing? Simply activate the Daily Digest feature in your User Preferences and you will receive a daily email with the contents of your SkyView page.
Email Links to download files
You can email files from within RoundhousePM, or you can create a link and send it through your office email. For added security you can turn on a setting requiring a recipient to use a login to download a file, to make sure only authorized recipients can download a file.
You can email files from within RoundhousePM, or you can create a link and send it through your office email. For added security you can turn on a setting requiring a recipient to use a login to download a file, to make sure only authorized recipients can download a file.
Duplicate the Documents module
Because access to modules is controlled by User Groups, and you will probably want all groups to have access to the Documents module of a workspace, RoundhousePM allows you to duplicate and rename this module. This allows you to create a copy, rename it, and change the permissions of who has access and even change the rolling state from none to up or down. This is useful for creating a Contracts module where only certain people should see the contract documents, or for creating a BIM Model module where you only allow access to architects and consultants.
Because access to modules is controlled by User Groups, and you will probably want all groups to have access to the Documents module of a workspace, RoundhousePM allows you to duplicate and rename this module. This allows you to create a copy, rename it, and change the permissions of who has access and even change the rolling state from none to up or down. This is useful for creating a Contracts module where only certain people should see the contract documents, or for creating a BIM Model module where you only allow access to architects and consultants.
Custom User Groups
RoundhousePM has pre-defined User Groups for architects, contractors, and owners that can be selected when using the Guided Setup, in addition custom user groups can easily be created.
RoundhousePM has pre-defined User Groups for architects, contractors, and owners that can be selected when using the Guided Setup, in addition custom user groups can easily be created.
Guest User Accounts
Bidding a job? Create a Guest User account that allows anyone with the login information to have access to a single workspace in RoundhousePM. These accounts are great for subcontractors to have access to information to bid on a project. Subcontractors can log into RoundhousePM to download any files (plans, specs, etc) and read any RFIs during the bid process. Guest User accounts typically have read-only and download-only permissions and have an expiration date.
Bidding a job? Create a Guest User account that allows anyone with the login information to have access to a single workspace in RoundhousePM. These accounts are great for subcontractors to have access to information to bid on a project. Subcontractors can log into RoundhousePM to download any files (plans, specs, etc) and read any RFIs during the bid process. Guest User accounts typically have read-only and download-only permissions and have an expiration date.
Import Users
You can import a CSV file of your contacts to make things easier. Then select the appropriate User Group for these contacts and have RoundhousePM send them a notification that they are now users on your site.
You can import a CSV file of your contacts to make things easier. Then select the appropriate User Group for these contacts and have RoundhousePM send them a notification that they are now users on your site.
Export Records
To archive records from RoundhousePM, you can export a CSV file of any module record.
To archive records from RoundhousePM, you can export a CSV file of any module record.
