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,  fill in the following fields:

  • Select Industry: Choose from a list of industries.
  • Pick a Role that Best Describes You in the Project: Choose from a list of roles.
  • Project Type: Choose either New Construction or Renovation/Repair.
  • Contract Type: Choose Build, Design, or Design and Build.
  • Project Address: Type in the address of your project here.
  • Approx. Project Area: Type in the area your project encompasses.
  • Project Category: Choose a category from the drop-down list.
  • Project Start Date: Date the Project starts.
  • Project End Date: Date the Project ends.
  • Payment Type: Choose either Time & Material or Fixed Bid.
  • Time Zone: Choose a time zone for your project from the list.
  • Approx. Project Budget: Type in the budget for your project and choose a currency type.


 



Project Info Tablet Screen:




Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills & Certs

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security


PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups











Last Updated: Mar-01-21