Project management
How does ControlBoard® show a project manager what is waiting on them?
ControlBoard gives every project manager one list of the RFIs and submittals waiting on them, across every job. An
item shows when the ball is in their court or a review step is theirs, so nothing sits unanswered on a job they have
not opened this week. Overdue items are easy to pick out, and each one opens straight to the full record on its job.
The list holds open work only, so closed items do not crowd it. Everyone on a job sees their own items the same way,
which keeps the whole project team working from one picture of what is owed and by whom.
More about project management in ControlBoard
Already a customer? The step-by-step is in Help inside ControlBoard.
Updated
Common questions
What does ball in court mean in ControlBoard?
An RFI or submittal is in your court when the next move is yours, or when a review step on its route is assigned
to you. ControlBoard moves the ball as each step is completed, so your list always shows what you owe today, not
what you owed last week.
Can I see only overdue RFIs and submittals?
Yes. The list narrows to overdue items, to review steps that are yours, or to items where the ball is in your
court. Each item shows its job, where it stands and when it is due, and opens on that job’s own RFIs or
submittals.
Why is my project management list empty?
An item shows only when you are on its job as a contact linked to your login. Adding yourself to the job’s
contacts takes a moment, and from then on every RFI and submittal that names you on that job shows in your list.
Related answers
How does ControlBoard® show everything about one job in one place?How does ControlBoard® show every job and how each one is doing?How does ControlBoard® keep track of the customers our jobs are for?How does ControlBoard® keep one directory of everyone we work with?How does ControlBoard® set what every dashboard shows for the company?