Project Settings

How to LiveLink a Team Member
How to LiveLink a Team Member To LiveLink a Team Member, click on the LiveLink button from the Top Menu on Desktop, on a Mobile Device, select a Member ...
Thu, 11 Aug, 2022 at 1:10 PM
Calendar
 The Calendar Section in Project Settings lets you Create and Organize Custom Calendars to use across your Project.  To Access Calendar, in the Project ...
Thu, 11 Aug, 2022 at 10:52 AM
How to LiveChat a Team Member
To LiveChat a Team Member, click on the LiveChat button from the Top Menu on Desktop, on a Mobile Device, select a Member and use the top toolbar button to ...
Thu, 11 Aug, 2022 at 1:09 PM
Create File Tags
The Tags Project Settings option lets you create File Tags. Refer to the How To section to Create Multiple Tags for the Project. To Access Tags, in the ...
Thu, 4 Aug, 2022 at 2:59 PM
How to Add a New Trade
This Article shows you how to Add a new Trade in Trade Manager in Project Settings. To get started, select the  PLANNER Settings™ >Trades option.  ...
Thu, 11 Aug, 2022 at 1:08 PM
Manage Templates
Manage Templates lets you define both Sketch and Schedule Templates that can be used during the creation of a New Sketch or a New Schedule for the Project. ...
Thu, 11 Aug, 2022 at 11:16 AM
How to Edit a Trade
This Article shows you how to Edit an existing Trade in Trade Manager. To edit an existing Trade in Trade Manager, first select the Trade you would like to...
Thu, 11 Aug, 2022 at 1:07 PM
Manage Palettes
Manage Palettes lets you create Templates for Symbols and Palettes that can be used during the creation of a New Sketch for the Project.  To Access Mana...
Thu, 11 Aug, 2022 at 11:18 AM
How to Add a Work Team
To add a new Work Team to your project, Open the Project Menu, and under the PLANNER™ Settings option select the Work Teams option. Once in the Man...
Thu, 11 Aug, 2022 at 1:06 PM
Drive Security
Drive Mode is a built-in Project Document Management System for your Project. Using Drive Security lets you manage your Drive Folders and specify View, Mana...
Thu, 11 Aug, 2022 at 11:21 AM