Configure the Construction Phase Documents Module

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6 months ago

Configure the Construction Phase Document Packages Module

There are several items to consider when configuring the Construction Phase Document Packages module. Depending on how you plan to use construction phase document packages, not all of the items will be required in your configuration. Click the links below to view details on performing the task.

Configure Construction Phase Document Package Categories. Use categories for subsections of the project that need to be tracked.

Add/Edit Custom Construction Phase Document Package Types. Add and edit document types.

Add a Cover Sheet to a Construction Phase Document Package. Add a cover sheet to be automatically included with each document type.

Add Custom Document Legal Text. Add legal text to be included with each document type.

Modify Access Permissions for Document Types. Configure which project team members have access to each document type.

Configure Construction Phase Document Package Trades/Disciplines. Use trades/disciplines to route information to project team members based on the assigned trades.

Create Custom Status Types for Construction Phase Document Packages. Add status types as needed to fit your workflow.

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