Let’s compare notes and share best practices.

I’d love to know:

1. Who is actively using this feature today, and what benefits have you seen?
2. Who isn’t using it, and what’s holding you back: workflow fit, awareness, duplication concerns, or something else?

If you haven’t tried it yet, it’s a great way to improve traceability and reduce missed follow‑ups. Even using it on a few workflows can make a noticeable difference.

Looking forward to hearing your experiences and insights!

I’m looking for quick insights on how your organizations are adopting the InEight field mobile apps:

• InEight Document (Field Use)
• InEight Compliance & Completions
• InEight Progress

A few quick questions:

• Where are you currently at with field adoption? (Fully adopted? Partially? Still piloting?)
• What successes have you seen?
• What challenges have you run into? (training, devices, connectivity, change management, etc.)
• Any tips, workflows, or lessons learned that helped drive adoption?

I'm excited to learn from the community’s experience!

I get why they exist. They’re comfortable, they’re quick, and sometimes they feel easier than fighting whatever process isn’t fully humming along yet. But every time we create one, we’re basically admitting, “Yep… we’re going to touch this data twice.” And every time we touch data twice, we’re adding risk, rework, and inconsistency without meaning to.

My personal opinion?
If our goal is to work smarter, not harder, then data should be entered once and then flow where it needs to go. Full stop.

I’m curious how others are dealing with this:

• Where do “side spreadsheets” still pop up for you?
• What typically drives them: gaps in the tool, habits, or just muscle memory from old workflows?
• Have you found ways to shift people out of spreadsheet safety nets and back into InEight?

No judgment! We’ve all created a sneaky spreadsheet on the side at some point. I’m just interested in how we can start breaking this habit as a community and get back to one source of truth.

• Do you find that you are using yours and the client's/engineer's DM software?
• Are you still using a network drive as well, potentially now having multiple locations for documents?
• Are you using Document as your organization's final document storage for projects?

But many organizations still struggle with fragmented documentation approaches and weak audit trails, exposing teams to avoidable risks, inefficiencies, and disputes.

Join us on Thursday, March 12, 2026, at 4:00 pm EDT for an expert exploration of how a modern document control framework can drive effective governance and accountability throughout the project lifecycle—resulting in better collaboration, less rework, enhanced compliance, greater confidence in project records, and smarter decision-making.

You will learn:

• How effective document control underpins project governance, accountability, and consistent decision-making
• How auditability and traceability support risk mitigation, dispute resolution, and claims avoidance
• Best practices for maintaining a single source of truth across diverse project stakeholders
• How to balance collaboration, security, and compliance through effective permissions management
• Why a PMIS-driven document strategy improves decision quality throughout the project lifecycle

Registering is easy, just click the link here.

Our company is currently looking to explore the possibility of a Smartsheet integration with InEight.

One of our main challenges is managing and closing out review comments within InEight documents (drawings and technical documents). Both internal teams and external companies often struggle to keep up with comment responses and resolutions directly within InEight.

We would like to explore whether it is possible to integrate InEight with Smartsheet so that all review comments can be extracted into a central Comment Resolution Sheet (CRS) within Smartsheet. This would allow all parties to address and track comments in a more user-friendly format, with updates then feeding back into InEight once actions are completed.

Similarly, we use InEight Forms for managing technical queries. If these could also be integrated into Smartsheet-allowing queries to be managed and responded to in an Excel-style format-we believe it would significantly improve efficiency and speed up close-out.

We feel that a Smartsheet-based workflow would make it easier for users to engage with comments and queries, improve visibility of outstanding actions, and help ensure timely closure, while still maintaining InEight as the single source of record.

We would welcome the opportunity to discuss whether this type of integration is feasible and what options may be available.

We recently implemented the InEight Document module, while the platform demonstrates strong capabilities compared to other EDMS solutions and one of the main challenges we’ve encountered is the lack of a CC option during an active workflow, as well as the absence of a sub-workflow feature. Additionally, there’s currently no way to create multiple workflow templates for the same document type.

There’s no doubt about the strength and capability of InEight Documents compared to other EDMS systems, but these enhancements would add great value if considered for the product’s future roadmap.

Hi everyone,

I’m looking to compare workflows around the integration between InEight Documents and the Change module, and I’d love to hear how others are handling this.

When you’re managing change events, what’s your preferred approach?

Start in the Change Module

You create the issue or change event first, then push it into InEight Documents to generate the related documentation.

Start in InEight Documents

You create the document first (e.g., a change request, RFI, or supporting material), then push it into the Change module to initiate or link the issue.

If you’ve tried both approaches, what pros and cons have you seen?

Here are the highlights:

InEight Document:

📄Customize Your Document Markup Experience
Create a personalized toolbar in the InEight Document PDF viewer with your most-used markup tools. Faster access, less friction, and more efficient document reviews.

🤝 Improved Collaboration with Microsoft Office 365 Editing
Open and edit documents directly in Office 365 when integrated with InEight Document. Teams can now collaborate in real time without being limited to desktop-only editing.

InEight Change:

💲 Add Unassigned Pricing Items Directly from the Pricing Grid
In InEight Change, add unassigned pricing items at the PCO and CCO levels directly from the Pricing grid. Capture pricing details in context and assign vendors at the appropriate level to keep summaries accurate and complete.

InEight Schedule:

📅 Share Custom Schedule Views for Better Team Alignment
Create and share schedule-level views, groups, sorts, queries, and column sets in InEight Schedule. This ensures teams are working from a consistent view while maintaining governance and control.

📊 Export Resource Spread Data for Advanced Reporting
Export detailed resource spread data, including daily hours by resource, to a reporting API. This enables deeper analysis through external dashboards and reporting tools.

InEight Contract:

📑 Vendors Can Upload Supporting Documents to Contracts
Vendors can now upload supporting documents directly from the Vendor Contract Summary page in InEight Contract. Review, accept, or decline submissions to keep contract documentation complete and accurate.

InEight Completions and Compliance:

🔄 More Reliable and Consistent Automapping
Manage project structure and component values directly at the source with improved automapping across Platform, Plan, and Completions. Bulk updates, validated lists, and automatic alignment help maintain consistency across the project lifecycle.

InEight Report and Explore:

📈 New Report: Project Cost by Forecast Snapshot
Now available in InEight Report & Explore. Compare forecast versions over time, identify trends, and track variances across cost, quantity, and revenue.

👉 Want the full details?
Check out the complete release notes with step-by-step guidance at Learn.InEight.com.

If you’ve started using any of these updates, drop a comment and share what’s delivering the most value for your team!

Feature: Comparing Documents

Product: InEight Document

Where to Find It: Document Register → Actions (or) PDF Viewer

I love this feature because it makes document reviews so much easier and more accurate. Being able to compare two documents, whether they’re different discipline drawings, for example: HVAC and electrical, or two revisions of the same document, you are now able to see a clear picture of how they align. The overlay view lets you see a side-by-side comparison which helps catch differences quickly and reduces the risk of missing important updates.

Question for the Community: In your experience, where do you think this kind of visual alignment tool could/does make the biggest impact on project accuracy?

Feature: Design / Document Statusing

Product: InEight Design

Where to Find It: Design → Scope Item → Documents

I love this feature because it gives teams a clear and organized way to associate documents from InEight Document directly to scope items. Using the import and auto-mapping tools, documents can be quickly aligned with the right deliverables without manual sorting or guesswork. This helps ensure that scope items always reflect the most current documentation, improves traceability, and supports more accurate progress tracking.

Question for the Community: What’s one improvement that would make document/scope coordination easier on your next project?

Or even just a strong proponent of AWP?

Over the past three years, I have been dedicated to implementing Advanced Work Packaging (AWP) using the InEight Suite. My goal has always been to move our teams away from paper-based processes and fragmented sources of truth, toward a unified, digital platform that empowers our field staff with reliable, real-time information.

While the framework within InEight Suite is robust and promising, I continue to encounter recurring challenges, broken connections, user interface limitations, and usability issues that prevent full adoption and optimal use on every project. Despite incremental improvements, these inefficiencies often lead teams to revert to familiar, less effective methods.

I am reaching out to the community for practical guidance:

• Has anyone successfully utilized the full functionality of InEight Suite for AWP?
• What strategies or solutions helped overcome the persistent barriers to adoption and integration?
• Are there best practices or lessons learned that could help us unlock the system’s full potential for our field teams?

If you have insights or proven approaches, I would greatly appreciate your input. And if you share my experience of seeing untapped potential, please confirm that I’m not alone in this journey. Together, I believe we can create a system that truly works for our people in the field, leveraging technology and AWP methodology to drive efficiency and success.

What methods have worked best for you to ensure receipts are captured promptly and accurately? Examples might include:

• Using the Daily Plan photo option
• Uploading to the Document gallery via mobile
• Emailing receipts directly to a purchasing team

Would love to hear what’s working (or not working) for you and your teams!