Start a chat

You can use a chat to get clarifications, make announcements, get/give guidance specific to a change order at any stage in its life cycle. 

• Open the change order for which you want to add a conversation 
• Click the icon at the top right of the change order details page.

The 'Collaboration' pane opens on the right with a group chat window specific to the CO. The title of the CO is set as the topic of the conversation. 

The conversion is created.  All persons, including the project managers of all contractor and architect companies that are involved in the bidding of the change order, are automatically and dynamically imported as participants in the conversation. That is, the members of the conversation are automatically added and removed, depending on their participation in the CO at the successive stages.

• In the creation stage, only the PMs of the GC company involved in the project are added as participants
• In the bidding stage, PMs of only those companies accepting the CO are added as conversation members
• In the closing stage, PMs of only those companies whose bids were approved by the GC are retained, and others are removed 

 Anyway, you can manually add any PMs from the other contractor/architect companies involved in the project at any time. 

• Enter your message at the textbox at the bottom

You can also format your text using the options at the bottom left and add image attachments from your local storage by clicking the image icon at the right.

• Click the button to send your message.
  • Alternatively, press 'Ctrl' + 'Enter' on your keyboard

All participants will get notifications on their project management console portal. The 'Collaboration' menu on the top indicates the number of new messages waiting for their perusal and response.

View members

• Click the  icon to expand the conversation window

• Click the icon on the top-right

The current members of the conversation are shown:

• Click at the top to return to the chat window

Add more members

• Click the icon at the top.

The 'Select People' pop-up shows the list of all project managers from the other contractor/architect companies involved in the project.

• Select the people to add to the conversation
• Click 'Add Members'

The participants are added to the conversation.

Tip:
You can add more members to the conversation at any time by following the same procedure.

Remove a member form the chat

• Click the 'participants' icon shows the number of members in the chat group

• Click the checkboxes present at the top corner of the participant's name
• Click the 'Delete' icon on the left to remove them from the chat

The employees are removed from the conversation.

Chat away! You can make any announcements, ask for or provide any clarifications, your instructions, opinions, advice, and so on and make everyone collaborate on the change order.