Dashboard > Select a Project > Settings > Divisions
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to access Divisions, users will need Manage permissions for Projects
Divisions in submittals allow you to efficiently filter and organize the submittals based on the defined divisions within your project. This enables you to easily locate and review the submittals specific to each. This guide will walk you through the steps of adding and editing divisions in SiteMax to align them with your company's specific needs.
Accessing Divisions
Navigate to Project Settings:
To begin managing divisions, from the dashboard, select a project and access the project settings by clicking on the ⚙️ (gear) icon located on the sidebar menu.
Go to the Divisions Tab:
Within the Project Settings, locate and click on the "Lists" tab.
Under Lists click on the "Divisions" tab
This tab provides an overview of the divisions associated with your company.
Editing Divisions
The divisions displayed in the table are the standard set widely used in the construction industry. If your company uses a specific set of divisions, you can edit them by:
Click on the division name
A dialog box will appear, allowing you to make necessary modifications to the division's name
Adding New Divisions
To add new divisions that are not currently listed in the table:
Locate and click the "Add Divisions" button
This will open a form where you can enter the details of the new division
After adding or editing divisions, ensure to click "Save" to apply the changes.
Note: When you upload your spec book, your divisions will be automatically updated with the naming convention used in your spec book for each division. You always have the ability to change it back manually.