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Bid Calendar and Crews

See revision items by due date on BuildX Studio's Bid Calendar, and set up crews with a foreman and roster for each job.

View as Markdown

Bid Calendar (studio.mybuildx.com/schedule, titled “Due dates, all jobs”) and Crews (studio.mybuildx.com/crews, “Field crews, per job”) are both in the Studio sidebar. Everyone signed in to Studio can use them for the jobs they’re on.

What you can do

  • See revision items grouped as Overdue, Due today, Upcoming, and Unscheduled, in List or Grid (month) view.
  • Create crews per job, name a Foreman, and Assign people from the job team.

Bid Calendar

Despite the name, the Bid Calendar shows revision items (findings from Analyze Redlines), not bid due dates.

  1. Open Bid Calendar. The top shows counts for Overdue, Due today, Upcoming, and Unscheduled.
  2. Search with Search findings, jobs, assignees….
  3. List view groups items under those four headings. Each card links to the job, the submittal, and the sheet, and shows the assignee (or Unassigned), priority, status, and a due badge such as Past due or Due today.
  4. Grid view shows a month. Use Prev, Next, and Today to move. Each day lists up to three items, then “+N more”. Items with no date appear only in list view.

Crews

  1. Open Crews and pick a job in Select job. The top shows Crews, Assigned, Available, and Foremen set.
  2. Under New crew, type a name (for example “Concrete crew A”) and click the create button.
  3. Click a crew to open it. Rename or delete it with the icons next to its name.
  4. Pick a Foreman from the job team, or No foreman.
  5. Under Assign from job team, choose someone in Pick a team member and click Assign. Remove someone with the unassign icon next to their name.

The pool of people comes from the job’s Team tab. To add someone, invite them to the job first (Projects and submittals). Deleting a crew releases its assignments.

Good to know

  • Studio has no way to set a due date on a revision item yet, so items show under Unscheduled and the month grid stays empty. The Dashboard’s Focus list uses the same dates.
  • There is no crew-capacity scheduler: Studio doesn’t check whether a person is on crews for two jobs at once, and crews have no dates or hours.
  • Studio has no Gantt chart, task dependencies, or time tracking.
  • For job status scheduling on the MyBuildX side, see Scheduling and crews.