How Tos

Sorted:
Configure Construction Phase Document Package Categories
Configure Construction Phase Document Package Categories Construction phase document package categories are available for additional sorting of information. For example, a project with three buildings could have three categories (Building...
Configure Construction Phase Document Package Trades/Disciplines
Configure Construction Phase Document Package Trades/Disciplines The construction phase document package trade/discipline function is an additional filtering tool for searching and generating reports. An example of a trade/discipline would be...
Configure Design/Bid Package Categories
Configure Design/Bid Package Categories Design/Bid package categories are available for additional sorting of information. For example, a project with three buildings could have three categories (Building 1, Building 2, Parking...
Configure Field Report Categories
Configure Field Report Categories Field report categories are available for additional sorting of information. For example, a project could categorize field reports based on types such as Daily Logs or...
Configure Field Report Trades/Disciplines
Configure Field Report Trades/Disciplines The field report trade/discipline function is an additional filtering tool for searching and generating reports. An example of a trade/discipline is Structural or Mechanical. You must...
Configure Notifications Using Groups
Configure Notifications Using Groups Notifications are a critical part of keeping your projects running smoothly, and there are times when you need to set up the same group of users...
Configure RFI Categories
Configure RFI Categories RFI categories are available for additional sorting of information. For example, a project could categorize RFIs based on Clarifications or Missing Information. You must be a Project...
Configure RFI Trade/Disciplines
Configure RFI Trades/Disciplines The RFI trade/discipline function is an additional filtering tool for searching and generating reports. An example of a trade/discipline is Structural or Mechanical. You must be a...
Configure Submittal Categories
Configure Submittal Categories Submittal categories are available for additional sorting of information. For example, a project with three buildings could have three categories (Building 1, Building 2, Parking Structure). Other...
Configure Submittal Review Statuses
Configure Submittal Review Statuses Perform the following steps to configure the submittal review statuses. You must be a Project Administrator to perform this task. To configure submittal review statuses Select...

How Tos Categories

  • No categories