How Tos

Configure Submittal Trades/Disciplines

Configure Submittal Trades/Disciplines The submittal trade/discipline function is an additional filtering tool for searching and generating reports as well as auto-notifying reviewers, if desired. An example of a trade/discipline is...

Configure the Construction Phase Documents Module

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...

Configure the Default Due Date for RFIs

Configure the Default Due Date for RFIs Perform the following steps to configure the default due date for RFIs. You must be a Project Administrator to configure the default due...

Configure the Default Due Date for Submittals

Configure the Default Due Date for Submittals Perform the following steps to configure the default due date for submittals. You must be a Project Administrator to configure the default due...

Configure the Design/Bid Packages Module

Configure the Design/Bid Packages Module There are several items to consider when configuring the Design/Bid Packages module. Depending on how you plan to use design/bid packages, not all of the...

Configure the Field Reports Module

Configure the Field Reports Module There are several items to consider when configuring the Field Reports module. Depending on how you plan to use field reports, not all of the...

Configure the Quality Control Module

Configure the Quality Control Module Perform the following steps to configure the Quality Control module. You must be a Project Administrator to perform this task. To configure the Quality Control...

Configure the RFIs Module

Configure the RFIs Module RFIs module configuration video: Configure the RFIs Module Configuration Tasks There are several items to consider when configuring the RFIs module. Depending on how you plan...

Configure the Sheet/Specification Index Modules

Configure the Sheet/Specification Index Modules There are several items to consider when configuring the Sheet Index or Specification Index module. Depending on how you plan to use the index, not...

Configure the Spatial Index

Configure the Spatial Index Module Perform the following steps to configure the Spatial Index module. You must be a Project Administrator to perform this task. To configure the Spatial Index...

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