The Project Info allows you to add or edit project information based on security you are assigned. Project members get View Only access to the Project data, whereas a Project Owner or an Admin can edit the details.
To Access Project Info, in the Project Menu go to:
Project Settings > Project Info
In the Project Info Panel, you will see the following fields:
- Project Name: Project Name (Not Editable)
- Project Image: Add an Image for your Project.
- Your Company Name/Org ID: Company Name (Required)
- Select Industry: Industry Selected when Project was Created (Not Editable)
- Project Category: Choose a category from the drop-down list.
- Project Created By: User that created the project.
- Project Start Date: Date the Project starts.
- Project End Date: Date the Project ends.
- Project Type: Choose either New Construction or Renovation/Repair.
- Contract Style: Choose either Time & Material or Fixed Bid.
- Contract Type: Choose Build, Design, or Design and Build.
- Time Zone: Choose a time zone for your project from the list.
- Project Address: Type in the address of your project here.
- Approx. Project Budget: Type in the budget for your project and choose a currency type.
- Approx. Project Area: Type in the area your project encompasses.
Project Info Tablet Screen:
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Project Settings:
PLANNER™ Settings:
FIELD™ Settings:
SAFETY™ Settings:
Safety Task Analysis Categories
PRO™ Settings:
Admin Settings:
Last Updated: Aug-10-22