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


Project Locations

List Manager

PLANNER™ Settings:

Work Teams

Daily Settings


Work Categories

Skills & Certs




Default Board

FIELD™ Settings:



Manage Templates

Manage Palettes

Drive Security

PRO™ Settings:

App Studio

Report Manager


Admin Settings:

AnyConnect Device Manager

Permission Groups

Last Updated: Mar-03-21