Populate Categories Across Modules

1 minute
6 months ago

Populate Categories Across Modules

When you add a category to one module, you can also add it to other modules at the same time. This saves time and improves consistency during project setup.

The option is available for the following modules:

Submittals

RFIs

Construction Phase Documents

Design/Bid Packages

Sheet Index

Specification Index

To populate categories across modules

Open Module Configuration for a module where you want to add a trade/discipline.

In the Categories section, enter a new value at the end of the list.

Click the Add Project Wide Categories link at the bottom of the section:

In the Add Project Wide Category dialog box, select the other modules where you want to add the category. Click Update and Close.

Click Save Settings at the bottom of the Categories section. The category is added to all the selected modules.