Project Administration Help Articles
Project Administration
Topics are divided into the following categories. Select a category, then click on a topic to view the topic.
Construction Phase Document Packages Administrative Tasks
Add a Cover Sheet to a Construction Phase Document Package
Add Custom Document Legal Text
Add/Edit Custom Construction Phase Document Types
Change the Category for an Issued construction Phase Document Package
Configure Construction Phase Document Package Categories
Configure Construction Phase Document Package Trades/Disciplines
Configure the Construction Phase Document Package Module
Create Custom Status Types for Construction Phase Document Packages
Delete a Construction Phase Document Package
Modify Access Permissions for Construction Document Types
Notify Users of Issued Construction Phase Document Packages
Custom Logos Administrative Tasks
Display Project Logos on Printable Pages
Link a Logo to a Company Automatically
Design/Bid Packages Administrative Tasks
Add/Edit Custom Design/Bid Package Types
Auto-Notify Users of Issued Design/Bid Packages
Change the Category for an Issued Design/Bid Package
Configure Design/Bid Package Categories
Configure the Design/Bid Package Module
Field Reports Administrative Tasks
Auto-notify Users of Issued Field Reports
Configure Field Report Categories
Configure Field Report Trades/Disciplines
Set Permissions for Issuing Field Reports
General Administrative Tasks
Meeting Minutes Administrative Tasks
Configure Meeting Minutes Access
Message Forums Administrative Tasks
Project Setup/Closeout
Best Practices for Starting a New Project
Project Disclaimer/CAD Release Form
Project Team Administrative Tasks
Batch Import Users to the Project Team
Can there be Multiple Project Administrators?
Quality Control Administrative Tasks
Configure the Quality Control Module
RFIs Administrative Tasks
Adjust Frequency of Automated Emails for Reviewer RFI Answers
Auto-Forward RFIs to Consultants, Engineers, and Owner Reviewers
Auto-Notify Users of New/Returned RFIs
Change the Category for a Closed RFI
Configure RFI Trades/Disciplines
Configure the Default Due Date for RFIs
Set Business Days vs. Calendar Days
Set Access Permissions for Shared Folders
Sheet/Specification Indexes Administrative Tasks
Add a Discipline or Category Type to an Index
Configure the Sheet/Specification Index
Delete a Sheet or Specification Record
Link Current PDF to Existing Package
Spatial Index Administrative Tasks
Add a Space to the Spatial Index
Configure the Spatial Index Module
Create a Spatial Index from the Template
Delete a Space from the Spatial Index
Purge an Existing Spatial Index
Submittal Register Administrative Tasks
Assign Responsible Subcontractor to Register Item
Delete a Submittal Register Item
Edit a Submittal Register Item
Link Existing Submittals to Register
Submittals Administrative Tasks
Adjust Frequency of Automated Emails for Reviewer Submittal Reviews
Auto-Forward Submittal to Consultants, Engineers, and Owner Reviewers
Auto-Notify Users of New/Returned Submittals
Block Construction Team from Editing Due Dates
Change the Category for a Closed Submittal
Configure the Submittals Module
Configure Submittal Categories
Configure Submittal Trades/Disciplines
Configure the Default Due Date for Submittals
Configure Weekly Email Notification to Consultants and Owner Reviewers
Hide Submittal Review Comments
Insert a Submittal Cover Sheet/Stamp Sheet
Set Business Days vs. Calendar Days
Upload a Submittal Cover Sheet