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PlanGrid RFI Integration

Overview

eSUB’s latest feature enhancement allows users to enable RFI’s to synchronize between eSUB and PlanGrid. The following actions will trigger RFI Synchronization between the associated eSUB and PlanGrid projects:

  • The Enable RFI Synchronization setting is enabled in eSUB
  • User creates a new RFI
  • User edits an existing RFI
  • User views the RFI Log
NOTE: RFI’s created prior to enabling RFI Synchronization must be re-saved before appearing in the associated eSUB or PlanGrid project.

eSUB to PlanGrid RFI Fields

eSUB Field
PlanGrid Field
Subject
Clarification Requested
Answer
Return By Date
RFI Date
Attachments
Title
Question
Answer
Due Date
Sent Date
References

eSUB to PlanGrid RFI Status Fields

eSUB Status
PlanGrid Status
Pending
Pending
Answered
Void
Pending
Draft (Green)
Open (Blue)
Closed (Yellow)
Void (Red)
Custom (Orange/Violet)

 

Table of Contents

Enable PlanGrid Integration

Click Here to view the associated Help Center article.

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 Associate eSUB Project to PlanGrid Project

Click Here to view the associated Help Center article.

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Enable PlanGrid RFI Synchronization

  1. Go to Navigate > Administration > Company Setup > Company Preferences > PlanGrid
  2. Select the Enable RFI Synchronization check-box
  3. Select Save Data

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