Getting Started
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 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 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
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
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
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
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
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
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
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