In this lesson you learned how to monitor project status and communicate with stakeholders in Efficiently.
Project Summary View
When you open a project, you land on the Summary Page, which shows:
Selections, spec status, deadlines, and risk areas
Open comments and RFIs
Recent activity and mentions
Locations Overview displays progress by division, showing what’s complete, pending, or at risk.
Comments vs. RFIs
Comments
Used for discussion, updates, and coordination. May not require action.
RFIs
Formal requests for missing or unclear information. Assigned to a collaborator and must be resolved to move work forward.
Creating Comments & RFIs
Always start from the right context.
From a Location (left panel)
Use when the message applies to one installation point.
Add a comment or create an RFI from the chat box. RFIs here update the location’s status.
From an Item ID (right panel)
Use when the message applies across all locations using that item.
Add comments or RFIs the same way.
Receiving Notifications
If you’re assigned an RFI or mentioned, you’ll receive an email linking directly to it.
Finding Open RFIs & Comments
From the Summary Page
Click See All to view all items
Filter by location, division, mentions, or Item ID
Click red progress bars to view unresolved RFIs
From the Item Schedule
Use Filters (Comments, RFIs, Spec Status)
Click comment icons to view open items
Important Note
RFIs created at the location level apply only to that location, even if other locations share the same Item ID.
Key Takeaway
Use the Summary Page and filters to track project health.
Use Comments for coordination and RFIs for missing critical information.
Always message from the correct location or Item ID to keep context clear.