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

In Planner Settings > Trades


How to Add a New Trade


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




Last Updated: Nov-20-20