Configure Construction Phase Document Package Categories

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6 months ago

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 1, Building 2, Parking Structure).

You must be a Project Administrator to add, edit or delete categories.

An unlimited number of categories can be added.

Any category linked to a document cannot be deleted.

To configure construction phase document package categories

Select Administration > Module Configuration from the right navigation panel of the Construction Phase Documents module.

Scroll down to the Category section of the page and enter the new category in the Add Category field.

Click Save Settings at the bottom of the Category section.

To add a category to multiple modules, see Populate Categories Across Modules.

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