This video provides an overview of the layout and features of our new planroom, including how to navigate the basic grid, previews, quick search features and useful tips.
Projects & Documents
This video goes over looking at projects, project documents, bidders lists and all of the associated features needed to navigate each project's page.
This video provides an overview on setting up your searches, nightly emails, setting your preferences, interest levels, tracking and everything you need to get setup to use the planroom on a daily basis.
Frequently Asked Questions
My login isn't working - what do I do? Make sure that you are adding -NY in capital letters to the end of your login name. You also need to make sure that you are not sharing your login with anyone. If one person logs in, the other person will be automatically kicked out. To get unique logins for each of your employees email email@example.com.
What do daily projects include? Recently updated or added projects including jobs with recent post-bid information like apparent lows or awards.
Can you search by dollar values? Not yet, but we would like to add this feature.
What if you want to search two words beside each other? If you type in 'stamped concrete' (without the quotation marks) the system will look for those two words together. Whereas entering 'Stamped' and 'Concrete' separately will search for stamped or concrete.
The notes you can add to each project – who sees these? Only you can see these notes. These notes are different than notes you can add when adding yourself to the bidder's list, which are viewed by everyone.
If a job you already added to your outlook calendar is later postponed, will it send a notification to your outlook/email? No, unfortunately we can't reach into external calendars to modify information.
How does the watchlist work? You can add companies, contractors or project contacts to it. When you run it, it will list the jobs those companies are listed on.
When you track something – does it track it just for your own personal login or for the whole company? What about searches? Do they save by user or by company? Both are by user.
Can I still use asterisks (*) when searching with CSI codes? Yes - you can use the beginning of a CSI number like 09 and put 4 asterisks after it. So you would search for 09****. If you put less or more than 4 it will not work.
When I go to email everyone on the bidder's list, it brings up the wrong email account - how do I fix this? The planroom website will automatically bring up whichever email provider is set as your default on your computer. You can change your default email provider from the control panel on your computer.
Please use the form at left or contact the planroom at firstname.lastname@example.org or 518-869-0961 with any additional questions you may have.