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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… specifications to a SiteMax project to easily view, manage and organize them… 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

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

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… When in a project, click on your desired location (ie; Site Reports/Safety Reports) and you will be able

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

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

Project Settings

Exploring SiteMax Systems: A Guide to Project Settings… Managed by: Project managers, admins, and users with project-level permissions are responsible for handling… Specifications Tab: This section deals with the specific requirements and details unique to the project

Uploading Photos to SiteMax

Adding photos to your Projects… to ensure the correct people have the appropriate permissions to access your company and project data… Upload from Photos Module

Drawings - Overview

Store, organize and mark-up your project's drawings Managing and Organizing Drawings… Uploading and Auto-Numbering… have the appropriate permissions to access your company and project data

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