This Article shows you how to Add a new Trade in Trade Manager in Project Settings.
To get started, select the PLANNER Settings™ >Trades option.
To add a new Trade in Trade Manager, click on the + button from the toolbar.
In the Trade Manager screen, start by simply typing in the Trade Name and Description.
You have the option to select a Unique Color for the Trade to show.
If the 'Make available as Drawing Discipline' checkbox is Enabled, this Trade Option will be available when a Drawing is Uploaded. Conversely, if the option is unchecked, the Trade Option will not be available when a Drawing is Uploaded.
Newly Added Trades are available in the following locations in Smartapp:
Project Team - Adding a New Team Member
Work Teams - Adding a Work Team
Skills & Certs - Adding a new Skill
How to?
Project Settings:
PLANNER™ Settings:
FIELD™ Settings:
SAFETY™ Settings:
Safety Task Analysis Categories
PRO™ Settings:
Admin Settings:
Last Updated: Aug-11-22