Managing construction communication with Discussion Groups

Creating and Managing Groups

• Go to Discussions and click on the icon to create a group.

• Name the group, select members, and finalize with Create.

• A default group exists for all project members.

Sharing Within Groups

Plans

• Open the discussion, select Group Details, then Plans to choose and share specific plans.

• This will grant visibility rights on the selected plans for users with Guest or Restricted Guest rights.

To save time: you can select an entire folder, and it will preserve the plan hierarchy.

Photos, documents, plan excerpts, observations, forms, etc.

• Use the + icon to share media or items in your discussion group.

• Add items or create new ones to integrate into the discussion thread.

• Press and hold a message to edit it or add comments before sharing.

Adding and Managing Members

• In the group settings, manage members by adding or removing them as needed.

• Ensure new members are first added to the project.

Member Rights

• All users have the ability to create discussion groups within a project.

• Only the group creator can add more members to the group.

• Project administrators and editors have the ability to share plans.

• Restricted project guests cannot share items in modules with or without forms.

Filtering in Modules

• Use the group filter in your item lists to sort shared information.

These groups are not limited to conversation; they also serve as a platform for sharing content directly related to the progress of your project.