This Article shows you how to Add a new Trade in Trade Manager.


In PLANNER Settings™ get started by click on the 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?

How to Add a new Trade

How to Edit a Trade


Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills & Certs

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security


PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups




Last Updated: Mar-03-21