Workspaces is an enterprise feature in PlanGrid that allows small teams to work and collaborate within a PlanGrid project. In this video, Jim explains how to enable Workspaces to leverage this feature to manage construction activities.
- [Instructor] This course is about using PlanGrid to manage construction activities and keeping the right information in front of the right project team members at all times. So let's dive right in and talk about improving communications with our project team by leveraging one of the really powerful features in PlanGrid called Workspaces. Now, how does this Workspace feature improve communications? That's simple, it facilitates overall team collaboration while enabling private groups to be created so you can share more with just the people that need to see it.
Now, first things first, Workspaces is an enterprise feature in PlanGrid, and I said this earlier in the course. This means that it's only available to users who are working inside of a PlanGrid enterprise account. I spent some time discussing those enterprise accounts in my Learning PlanGrid course here on LinkedIn Learning, so if you do need some more information on that topic, you can head over and check out that course. And again, that's called Learning PlanGrid. Now, you may also need to have the Workspaces feature manually enabled by PlanGrid customer support if you don't already see this feature on your account.
This is not a feature that you can just turn on yourself. So you cannot come over here to project settings and find anything having to do with Workspaces. You just won't find that option. You have to contact PlanGrid customer support if you don't already have that enabled. Now, once you do talk to them, though, and they turn on this Workspaces feature, it's really easy to see you have it if you go up here and click on view your full project list.
Now, your full project list may look a little bit different than mine. I've got some other example training classes that I've got listed here in my project menu. But you'll notice that each one of these projects now has a tab underneath it that talks about Workspaces. So here's our sample project that we'll be working in called Manage Construction Activities. You see I don't have any Workspaces there, but all I have to do is click this button to create a new Workspace. What I would also like to point out here is that you do not have to be an administrator of the project in order to create a Workspace.
So remember when I set this project up, I added another fictitious team member. And I just added them as a collaborator, which is the lowest level of permissions within PlanGrid. And I'm going to jump over to that person's fictitious account here just to show you what I mean. Here's our sample project that we're working on. And here in this fictitious person's account, they're set up as a collaborator, but they can still create their own workspace. And that's one of the things that makes this such a powerful feature within PlanGrid is the ability for everyone, no matter what their permission level in the main project, to create a Workspace and set themselves as the administrator of that Workspace so that they can collaborate and communicate with their team.
Now, stick with me, and we'll look at how to do exactly that.
- Using workspaces to connect teams
- Creating workspace tasks
- Creating custom reports
- Building an interactive daily progress report
- Completing reports on Android and iOS devices
- Using issues to track near misses and quality issues
- Visualizing your data