To create a new Palette, in the Project Dropdown Menu go to Field Settings > Manage Palettes

Open the Palette Manager as shown below.



The Symbol and Palettes Manager window will open and you will land on the Symbols Tab. Select the Palette Tab.




Click the + Add button on the Toolbar to add a New Palette.




A window will open where you can give your Palette a Name, and click the + Add button to add symbols to it. Once you have finished creating your palette, click on the SAVE button to finish creating your Palette.




Manage Palettes How to?

How To Create a Palette

How to Export a Palette (.iqp)

How to Import a Palette (.iqp)

How to Import Palettes in a Folder

How To Create a Symbol

How to Import a Symbol




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: Sep-05-22