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Search results for:Uploading and Managing Project Specifications

Uploading and Managing Project Specifications

Upload a section or the entire project specification. Manage the specification by sections… Dashboard > Select a Project > Settings > Specifications tab Upload the project specifications to a… To begin, go to ⚙️ Project Settings and click on the 'Specifications' tab

Project Settings - Specifications

Understanding Specifications… Dashboard > Select a Project > Project Settings > Lists > Specifications Dashboard > Select a Project… Access Specifications Tab Within the 'List Tabs,' locate and click on the 'Specifications' tab

Submittal Module, Project Specifications, and Divisions Permissions

Permissions setting to access the submittals module, project spec books, and divisions, submittals on mobile, View, Edit and Manage… Module, Project Specifications, and Divisions in SiteMax, admin role permissions are required… Allows you to close and revise a submittal To access Project Specifications & Divisions

Release Notes 2021

New Features, Updates and Improvements!… Project Settings - Upload and manage project specifications… Project Settings - Add and edit project specifications

Documents - Mobile

Home > Project > Menu > Documents Storing project and company documents on SiteMax makes it easy for… Uploading Project Documents… Using documents is an easy way to centralize all project or company files, reports, and documents in

Uploading Multiple Photos

Can I upload a bunch of photos in a form?… Provide all the necessary information and submit the form… This second form should collect the same information as the first one and should indicate the association

Managing the Location of Forms

Managing form locations. How to move forms to show in project site reports, safety reports, equipment reports, and company reports… Site Reports, Project Safety Reports, Equipment Reports, and Company Reports… Managing Forms

Project Materials - Project Inventory

Manage your project's materials inventory, move unused materials back into company inventory… On the main dashboard, select your project, click on the Materials module, and select the Project Inventory… people have the appropriate permissions to access your company and project materials

Material Workflows - Company and Project Inventory

Understand the difference between project and company inventory settings to start tracking your materials in SiteMax… The Company Inventory and Project Inventory workflows are two different approaches to managing materials… Whether you prefer to have materials and logs managed at the Project or Company level, material workflows

Managing Contacts

Exporting contacts, assigning to projects, unassigning from projects, merging companies, cleaning up contacts, and managing contacts… remember to ensure the correct people have the appropriate permissions to access your company and project… the Actions button and selecting Assign to Project