RedTeam 5. Workorder Draft Status

Question 1

What is WORKORDER: DRAFT STATUS?

Answer 1

Every new project (Workorder) is created in Draft status.

Question 2

While a WORKORDER is in DRAFT STATUS, you can:

Answer 2

1. Manage team membership
2. Enter work description
3. Upload Contract Specifications
4. When you are ready, you can promote the Workorder to Request status to unlock more options, specifically, those related to the estimating/preconstruction process.

Question 3

What’s included under MANAGE TEAM MEMBERSHIP?

Answer 3

Add more users and/or contacts, or Hide existing ones on your Team list.

Question 4

What’s included under ENTER WORK DESCRIPTION?

Answer 4

Edit the Scope of Work that you initially entered when creating the new Workorder, and/or add Additional Scope Details.

Question 5

What’s included under UPLOAD CONTRACT SPECIFICATIONS?

Answer 5

Begin uploading plans and specifications for the project. Contract specifications entered in Draft status will not appear in the Online Planroom until they have been Committed AND you have promoted the Workorder to Request status. You can continue to add, edit, arrange, and manage your contract specifications once you move to Request status