Trying to figure out the most effective design for collaborating with our subcontractors on schedule / task management. Let’s use lighting fixtures as the example. Lets say our project schedule says our sub should be completing 25 fixtures a day for the next 5 days. We want the sub to update their status on a daily basis and tell us how many they actually completed. Let’s say Monday they completed 22 but ran into problems. Then Tuesday they completed 26, Wednesday 26, Thursday 26, and Friday 25. Would RFI be the right functionality in Project Management to get this information from the subcontractor?
I’m thinking we create an RFI and assign it to the sub with scheduled tasks. We email the RFI to the sub and they would then go into Acumatica to update their actual completions against the RFI.
Am I thinking about this the right way or is there a more elegant solution?
Best answer by David Harris
This is a perfect example of a way to utilize the RFI function in Acumatica. Use it to communicate with the subs and use tasks to set due dates and even reminders for verification.