Getting Started

Project Info
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,...
Wed, 6 Oct, 2021 at 10:58 AM
Project Team
Project Team is the Primary area in a Project where Administrators manage Team Members.  Additionally,  for general Team Members,  the Project Team area ...
Wed, 6 Oct, 2021 at 10:58 AM
Work Teams
Work Teams allows project members to be Grouped into logical teams, by Trade and Skills, to accomplish tasks that are too large or complex for Individuals t...
Wed, 6 Oct, 2021 at 10:59 AM
Companies
The Companies Area in Project Settings lets you Create one or many Companies for your Project.      To Access Companies, in the Project Menu go to:  Proj...
Wed, 6 Oct, 2021 at 10:59 AM
Project Locations
The Project Locations Settings lets you set up the Project Location Hierarchy.   To Access Project Locations, in the Project Menu go to:  Project Setti...
Wed, 6 Oct, 2021 at 10:59 AM
List Manager
The List Manager Settings lets you Create a pre defined project list.    To Access List Manager, in the Project Menu go to:  Project Settings > List...
Wed, 6 Oct, 2021 at 11:00 AM
Trades
Trade Manager lets you set up 1 or Many Trades for you Project. Refer to the How To Links below to see how to manager your Trades. To Access Trades, ...
Wed, 6 Oct, 2021 at 11:00 AM
Work Categories
This section allows you to set up Work Categories by Trade, view the How To link below to set up a New Work Category.  To Access Work Categories, in the...
Wed, 6 Oct, 2021 at 11:01 AM
Skills
The Skills Setting lets you add skills by Trade. To Access Skills, in the Project Menu go to:  PLANNER™ Settings > Skills   Skills  How to? ...
Wed, 6 Oct, 2021 at 11:02 AM
Shifts
This Setting lets you configure your Work Shifts by specifying Default Work Days and Time. To Access Shifts, in the Project Menu go to:  PLANNER™ Setti...
Wed, 6 Oct, 2021 at 11:04 AM