Statuses and Approvals
One of the simplest ways to understand project progress in Efficiently is by tracking the lifecycle of each item selection.
Every item moves through a clear process:
Design Selection → Construction Review → Client Approval → Installation
Each collaborator plays a role in moving items through this lifecycle. Statuses make that progress visible.
Understanding Item Status vs. Spec Status
Item Status
Tracks item selection related decisions, including:
When the item is selected
Submitted to client
Approved or rejected by client
This tells you where the product related decision stands.
Spec Status
Tracks specification requirements and construction readiness at each location.
A specification defines how something must function, fit, or be installed — even if the exact product hasn’t been chosen.
Spec Status helps you identify:
Open RFIs
Approved specifications
Locations ready to build
Spec Complete milestones
Viewing Status Information
You can view status information in two places:
Summary View — Visual progress bars show overall status health
Item Schedule (Status View) — Detailed, filterable breakdown of item and spec progress
Clicking any color in the Summary progress bar filters the Item Schedule to show only items in that status.
Managing Specifications
After an item is selected, the next step is confirming whether a specification is required.
The designer:
Clicks the location to review spec details
Confirms installation information
Updates the Spec Status accordingly
Possible Spec Status updates:
Design — Spec approved by Designer and ready for GC/PM review
N/A — No specification required (e.g., wall paint)
RFI — Information required before proceeding
Spec Complete — All spec requirements finalized and ready to build
If an RFI is sent:
The Spec Status automatically changes to RFI
An orange chat bubble indicates an open RFI
Once resolved, the chat bubble turns black
Submitting to Client
Selections may be submitted to the client at different phases of the project.
The responsible team member will:
Click Submit to Client
Mark the selection as Approved or Rejected to track the client's decision
This ensures decisions are documented and traceable within the workflow.
When Is a Space Build Ready?
A location becomes build ready when:
All item selections are finalized
All specifications are complete
No RFIs remain open
Client approvals are received
When all locations within a space reach Spec Complete and client approval is finalized, that space has all required information to move forward with construction.
The Summary View provides a visual confirmation of this readiness.
FAQ: Are these items approved by the client?
Answer:
Switch to Status View and filter by Item Status. You can see what is approved, submitted, or still pending.
