Project Settings

How to Set Up Locations
To set up your project locations, click on the Locations option in the Project Menu shown below. The Project Location window will open and if you a...
Thu, 11 Aug, 2022 at 1:00 PM
AnyConnect Device Manager
AnyConnect Device Manager is for project admins to track mobile device activity.  Here you will see which device types your team members are connecting with...
Thu, 11 Aug, 2022 at 1:36 PM
How to Set Up Work Categories
You can get started setting up Work Categories by first accessing Work Categories under the PLANNER™ Settings > Work Categories.   The Manage Ca...
Thu, 11 Aug, 2022 at 12:59 PM
Rules
Rules is where the Project admin can define automated work scheduling rules.  Rules can be set to auto assign work based on different item information, such...
Thu, 11 Aug, 2022 at 9:39 AM
How to Create a Sketch Template
To add a new Sketch Template, click the Manage Templates option in the Project Menu shown below. Select a New Sketch Template option from the FAB B...
Thu, 11 Aug, 2022 at 12:57 PM
Report Manager
Report Manager allows the project admin to create print friendly reports for their Smartapps. Report manager utilizes Microsoft's Report Definition Lan...
Thu, 11 Aug, 2022 at 1:35 PM
How To Create a Palette
To create a new palette, open the Palette Manager from the Project Menu shown below. The Symbol and Palettes Manager window will open and you wi...
Thu, 11 Aug, 2022 at 12:56 PM
Connectors
Smartapp gives you the power to easily connect your projects, apps and data with your other systems. The built-in connectors make integrating Smartapp with ...
Thu, 11 Aug, 2022 at 1:34 PM
How To Create Tags
Each file added to a project can be associated to a file tag or a location tag. The tags area from the Project Menu allows you to create a library of file t...
Thu, 11 Aug, 2022 at 11:07 AM
How To Create a Schedule Template
To add a new Schedule Template, click the Manage Templates option in the Project Menu shown below. Select the 'New Schedule Template' opt...
Thu, 11 Aug, 2022 at 12:55 PM