Work - Introduction
Work in Bluerithm is what represents everything that needs to be performed, tracked, & managed on your projects.
Work items are like modular building blocks you can use to create custom workflows, forms, processes, etc.
You can use work items for internal activities that your team is responsible for, like design reviews, site visit reports, functional test forms, commissioning procedures, sign off workflows, etc. You can also use them for external activities that will be performed by guest users or third parties, like readiness checklists, action items, document/file requests, and more.
Categories
Work categories are what you can use to group related work items together. Work items are grouped by category and what they're attached to. i.e. all work items with the category 'Level 4 - FPT', and that are attached to AHU-001, will be grouped together to create a single form.
Definitions associated with Work Items:
Description: The description of work associated with the a specific work item.
Category: The category the work belongs to, such as “Document Review”, “Functional Testing”, “Installation Checklist”, etc.
Status: The status of the individual work item.
Assigned To: The person a work item is assigned to. Work can be assigned to guest users if they are a project member.
Due Date: The date the work of the work needs to be done.
Effort: A property you can use to weight the work item. The effort is used to calculate progress in the project on dashboards and metrics.
Entered By and Date: The date the work item was entered and by who.
Last Edit By and Date: The date of the last edit, and by who.
Add new work
See this article for examples on creating new checklists, test forms, design reviews, site reports, and other activities in your template projects and projects.
Tables
Tables on work items can be used to build custom forms, a table/matrix, or other formats.
To add a table, click ‘Add Table’, choose the quantity of rows and columns, then add the table.
You can also use Excel for a convenient way to add and update the contents of a table using the ‘Excel Edit’ feature.
You can read more about tables and all of their customizations and features here.
