Project Management
Manage workflows, track deliverables, send RFIs, and issue transmittals — all tied to your engineering documents.
Overview
EngCoSuite's project management tools cover the full engineering document lifecycle — from initial planning through team review, client approval, and formal issue. Every tool is integrated with the document types it manages, so workflow status, deliverable progress, and transmittal history are always current.
Engineers manage the review pipeline with a visual workflow. Clients receive formal transmittals and respond to RFIs through a dedicated portal. Deliverables registers track project completeness from planned to as-built.
Key Features
Workflow Approval
Author → Checker → Approver pipeline with visual status indicators. Documents lock automatically during review. Overdue items flagged in red with blinking alerts. Email notifications at every stage.
Deliverables Register
Engineering document lifecycle tracker. 6 statuses from Planned to As-Built. Tier priority system (Critical, Significant, Standard). Project completeness percentage with overdue and due-soon tracking.
RFIs
Requests for Information to client contacts. To and CC recipients with threaded reply timeline. Deadline tracking with overdue detection. Auto-generated RFI numbers per project.
Transmittals
Formal document submissions bundling multiple engineering files. Two-phase resolution — CC recipients review first, then the primary contact makes the final decision. Per-document comments and signed URL viewers.
Client Portal
Dedicated client interface with a unified pending tasks dashboard. Clients reply to RFIs, resolve transmittals, and view shared documents — all through secure signed URL access with no account required for viewing.
Document Linking
Deliverables link directly to CPD, CPFD, Datasheet, List, Calculation, or Piping System files. Track which documents are planned, in review, or approved. CSV export of registers for reporting.
How It Works
Plan & Assign
Set up your deliverables register, assign team members, and define document requirements. Track planned, forecast, and actual dates across all project disciplines.
Review & Approve
Start workflows on documents. The checker reviews, the approver signs off. Files lock during review, unlock on completion. Resubmit with alpha revision bumps if changes are needed.
Issue & Track
Send transmittals with bundled documents for client review. Receive and track RFIs. Clients respond through the portal. Everything is logged and revision-controlled.
Project Management Tools
- Workflow Pipeline: 6 statuses (pending, in_review, changes_requested, approved, rejected, cancelled), polymorphic across all 6 document types
- Email Notifications: Automated emails at workflow created, checked, rejected, resubmitted, and approved stages
- Visual Pipeline: Colored status dots (green/yellow/red/grey) with blinking animation for overdue stages
- Deliverables Lifecycle: Planned → IFR → IFA → IFC → AFC → As-Built, with 3 priority tiers and 8 discipline categories
- RFI System: Auto-generated numbers, threaded replies, overdue detection at 2× deadline
- Transmittal Resolution: CC-first review, primary contact final decision, polymorphic document attachment with signed URL viewers