Decision Management With Task Tracking
In Poolar.Project, many processes converge on a single platform – the ‘Decisions’ function forms a key component of optimised decision-making, for example in relation to planning specifications, planning changes, sample requests and changes to the execution plan. Processes are mapped digitally in a structured manner, from the creation of a request right through to approval. Workflows, notifications and history reduce email chains and make decisions more traceable.
Poolar.Project
Structuring Decision-Making Processes Using Defined Workflows
Transparent Processes
Workflows and
Automation
Transparency and Accountability
Keeping Track of Cost and Schedule Implications, Including Deadlines, Status and Responsibilities
Recording and Documentation — Creating Decisions and Processing Them Within a Structured Workflow
Create a Change Request
The amendment to be decided upon is initially created in the individual entry. All relevant information is collated and carefully prepared here – forming the basis for all subsequent steps:
Centralised Data Collection
All key details and attachments are recorded in one place, ensuring that the information on which decisions are based is complete and of high clarity.
User-Friendly Input Form
A user-friendly interface enables the structured and consistent entry of various types of data via input fields for text, dates and files as attachments, as well as drop-down lists of project members.
Efficient Preparation
Complete application data forms a solid basis for the subsequent processing and coordination stages in the decision-making process.
Referral and Comments
The amendment may be referred to the planners involved in the relevant areas and to the construction project management team for their comments before the client is asked to make a decision.
Structured Comments
Specialist planners, construction project managers and other stakeholders record their feedback in a standardised format.
Efficient Coordination
and timely feedback processes ensure a smooth flow of information and support consolidated decision-making.
Decisions
Feedback from the previous stages of the process is collated to provide a transparent and robust basis for the final decision:
Final Authorisation
The client, their construction project management team or an authorised decision-making body grants final approval or rejects the proposal.
Automatic Logging
The result is stored in the project workspace, where it is clearly visible to all those involved and can be accessed at any time in the future.
How Decisions Are Integrated Into the Dashboard
Decision Templates as Tasks
The central dashboard provides greater transparency and organises all tasks and topics from the ‘Decisions’ function on the home page of the project workspace. The clear visualisation of relevant information helps all project members to maintain an overview at all times:
Timeline View
The view depends on the user’s login: Your own tasks appear in the ‘Items to be completed’ section, whilst for project members with extended rights, other people’s tasks are also automatically listed in the dashboard – making responsibilities immediately clear.
Quick Navigation
Using handy sections and status indicators, important entries, deadlines and responsibilities can be found and processed swiftly via direct links to the relevant decision requests.
Targeted Collaboration
Thanks to the direct link to decision-making processes, comments, assignments and final approvals are seamlessly integrated into the dashboard.
FAQs
Here You Will Find Concise Answers on How the ‘Decisions’ Function in Poolar.Project Helps to Create More Structure and Ensure a Consistent Level of Information
Digital decision management helps to map decisions in a construction project in a structured, traceable and centralised manner within the project workspace. From the drafting of proposals through consultation to approval, the individual steps are managed and documented as part of a structured process.
Decisions are not coordinated via scattered emails, attachments and interim updates, but are handled in one central location within the project workspace. Defined workflows, automatic notifications and a complete history reduce media discontinuities, facilitate coordination and improve the traceability of pending and finalised decisions
As part of a Common Data Environment, decisions are made in the same place where plans, documents, tasks and other project information are collated. This improves the information base, supports standardised processes and helps to ensure that decisions are recorded in a traceable and version-controlled manner within the project context.
Project owners gain a more reliable overview of outstanding tasks, responsibilities, deadlines and processing statuses. This makes it easier to manage day-to-day project operations, supports robust approvals and provides a better basis for keeping track of the impact on quality, deadlines and costs.
In construction projects, decisions have a direct impact on execution, quality, deadlines and costs. Clear documentation, including history, status and responsibilities, ensures that the background, processing steps and approvals can still be reliably traced at a later date.
This feature is particularly useful when projects regularly involve change requests, approvals, sampling or other processes that require extensive coordination. The more stakeholders, process steps and documentation requirements there are, the greater the benefits of a structured digital decision-making process.
If it is already apparent at the start of a project that a large number of consultations, change requests or approvals will need to be coordinated, the ‘Decisions’ function should be factored into the planning at an early stage. As a core feature of the CDE Poolar.Project, it helps to map out decision-making processes in a structured manner within the project workspace right from the start. This ensures that decisions are not scattered across email threads or individual discussions, but are organised centrally, transparently and in a project-specific manner.
Typical use cases include planning specifications, planning changes, sample approvals and design changes. This function is particularly relevant wherever change requests need to be reviewed, agreed upon, assessed and approved — including any potential implications for costs and time.