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?

How to Add a new Trade

How to Edit a Trade


Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager

Blockchain

SmartApp BLE RTLS

Unattended Mode


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security

File/Drawing Stamp Settings


SAFETY™ Settings:

SAFETY ™ Home

Safety Tracking

Visitor Tracking

Team Safety Credentials

Safety Task Analysis Categories

Safety Permit Categories

Safety Incident Categories

Safety Incident Directory

Safety Rules Manager

Safety Bulletin

SOS & Bulletin Notification

Visitor Log

Request Safety Permit

Safety Onboarding Flyer

 

PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups

Role Simulator

Admin Console






Last Updated: Oct-07-21