Plan to Field

One record that every party on a job can see, and an observer that catches mistakes in planning before they become RFIs.

PLAN TO FIELD

One place for every party. The owner, GC, subs, engineer, and field work from the same job record and the same documents, so nobody is working from a different copy.

The gaps in communication, filled. What was agreed at the meeting, what was sent, what is still missing, and who owes the next step, each with a date.

Mistakes caught before an RFI. Drawings are checked against the spec and the manual as they are issued. Each possible conflict goes to the person who can fix it while the drawing is still in planning.

How a job moves through the platform

Nine stages, from the first meeting to closeout. Each one says who acts and what it leaves on the record. The platform does not certify compliance. It flags possible conflicts for a person to resolve.

  1. Working now

    Job intake

    The GC project manager enters the owner, GC, engineer, governing entity, and job number once. Everything else on the record refers back to these.

  2. Planned

    Project manual and drawings

    The engineer issues the project manual at the preconstruction meeting, and the GC uploads it with the drawings. The platform indexes the manual by spec section and maps each drawing sheet, so every answer can cite the sheet and the section.

  3. Planned

    Spec basis

    The standards of the governing entity are pulled from public sources and ranked under the contract, the manual, and the drawings. Where sources disagree, the record shows the conflict. A person confirms the basis, and gaps stay listed until someone fills them.

  4. Working now

    Preconstruction

    Roles, the escalation chain, submittal dates, late-submittal windows, payment holds, notice to proceed, mobilization, and missing submittals are confirmed at the meeting and kept with the minutes. The minutes remain the official record.

  5. Working now

    Submittal review

    Sixteen status states, shared by both sides. The record blocks submission to design until the GC review stamp is signed, allows fabrication only after approval or approval with corrections, and flags late reviews to both sides.

  6. Planned

    Field and install

    Installed work is checked against the approved submittal. Questions that need a design answer become RFIs, linked to the sheet they concern.

  7. Planned

    Compliance check

    Runs on a schedule. It compares drawing schedules and notes with the spec basis and flags possible conflicts, such as an equipment tag that does not match the capacity the spec requires. A reviewer decides each flag.

  8. Counsel review first

    Disputes

    A dated, append-only record of a negative matter. Each entry cites the sheet, spec section, and revision. Exports are prepared for counsel and are not for live use until counsel has reviewed them.

  9. Planned

    Closeout

    O&M manuals, warranties, as-builts, and commissioning reports are tracked against their own deadline until the item closes.