01
Click "Settings"
Access the Settings menu to begin configuring your procurement preferences. This is limited to user GC Lead permissions
02
Click the "Procurement" tab
Navigate to the Procurement section to manage procurement-specific options.
03
Schedule "Weekly Procurement Checklist Emails"
Choose the day of the week, and time of that day, that you want your Procurement Checklist to be sent.
We encourage this time to be synchronized with some in-person meeting that covers the topic of Procurement. This checklist includes only the incomplete deadlines that are past due or imminent.
Each Trade lead receives a checklist filtered to their required actions. Only trades with required actions receive a checklist.
04
Manage Defaults
When new materials or orders are created, these are the default values that are used.
05
Set Lead Time default or leave blank
You can either choose a default lead time to automatically calculate the Submit, Approve, and Order deadlines, or leave it blank.
As long as an order's Lead Time is blank, it will be included in Weekly Procurement Checklist that can be used to source that value directly from the Trade Contractor.
06
Lock the R.O.S. field to only GC Leads
Enabling this toggle prevents any Trade users from setting or editing the order's Required on Site (ROS) date.
07
Click "Archived"
Switch to the Archived tab to review archive materials and order to restore.
08
Manage Procurement Checklist Header text
This page allows you to manage what text displays in the Checklist pages within PLOT (including Jobsite Command's checklist module) and Weekly Procurement Checklist email.
09
Manage Submittal 'Trigger' Settings - Status
The status field allows you choose which status of Submittals PLOT should be looking for.
This applies for both the Submitted Date and the Approved Date.
10
Manage Submittal 'Trigger' Settings - Response
The status field allows you choose which response of Submittals PLOT should be looking for, and which date to use.
This applies for both the Submitted Date and the Approved Date.
11
Click "Automatically Sync Material Dates on Submittal Sync:"
Activate the "Automatically Sync Material Dates on Submittal Sync:" feature to keep material dates updated automatically each time an update occurs on a Submittal.
You have successfully configured your procurement settings, including checklist notifications, approval deadlines, and submittal management. To further optimize your workflow, explore additional procurement reports or user permissions settings.