A: From within the project, click on the Project Admin link on the right side of the tool command set area. Under “Facilities, Rooms & Equipment” click on Manage Facilities.

A: Click on the 'Projects' link in the upper left corner. Then click 'New Project' in the upper right corner in red. Give the project a title and click 'Save'. Now you will be able to open your project by clicking on the link. This will bring you to the main menu and you are able to begin your project. 

A: Click on the Project Admin link on the right side of the tool command set area. Under “User Access”, click on Manage Project Information.

A: First click the 'Project' link and select the project you wish to manage. Then click the 'Project Admin' link in the tool commandset area.

Under the 'User Access' list you will see the link for 'Manage Project Team'. Here you are able to select who you want to participate on the specific project. There is also a link for 'Manage Project User Access to Tools', which allows you to decide which tools on the main menu each team member can specifically use. 

A: On the activities page, click on the word “change” in the upper right, next to the blue dropdown box. On the pop-in window, change the Activities Publicly Accessible option to Yes, set the default view to Day, Week or Month, decide whether you want to show them the entirety of your activities list or just the next few days/weeks/months by toggling on/off navigation, and then share the public URL in its entirety to whoever you want to show your activities to.

A: On the timeline view of Activities, click on the pencil icon next to the submittal. From the list view, click on the “edit” link on the right side of the page that corresponds to the activity you want to edit. Either method will bring up a page that allows you to edit the activity.

A: First choose the project you wish to work on. Next click 'Activities', located in the tool commandset area. To begin creating the activity click the green plus sign in the right corner. Fill out the information needed in the form provided and click 'Save Information'.

There is also a blue drop down next to the green plus sign. Here you can create and condense PDF's, see project areas, show activities in a list view, as well as calendar view. 

A: Click the blue box in the upper right corner of the Activities page to bring up the dropdown menu, then select Project Areas. From this page you can add as many project areas as you need, as well as edit any existing areas.

A: Those are the possible page sizes for PDF creation:
11” x 8.5” (A size; letter)
14” x 8.5” (legal)
17” x 11” (B size; ledger)
36” x 24” (D size)
Note that all PDFs are created in landscape mode and will print out as such.

A: A condensed PDF will not show any of the descriptions for the listed activities. The “Create PDF” option will create a PDF showing the description for every listed activity.

A: First choose the project you wish to work on by clicking on the link. Next click the 'Contracts' link on the main page. Click the green plus sign to create a new contract. Fill out the information applicable then 'Save information'. 

By clicking the blue box to the left of the search field you are able to manage more features. You can manage project issues, funding sources and budgets, as well as create a contract summary. 

A: Budget figures entered in Contract Management are only visible to users who have been granted contract privileges by the project admin.

A: You must be a contract admin to add contracts.

A: Select the project you wish to work on. Click the blue link for 'Doors' on the main menu. It will bring you to the 'Door List'. To add a door click the green plus sign at the right of the screen. Fill out information and then save. The blue pull down will give you more options when adding a door. 

A: From the door hardware group page (found by selecting Door Hardware Group from the blue dropdown box on the Doors page), click the green plus sign in the upper right corner of the page. From here you can create the hardware group, set its status, give a brief description as well as a list of common uses, and set a facility. Click the blue “Save Information” button at the bottom of the page to save your group.

Note that once you save a group, you cannot change that group between access control and door hardware, so be sure you have the proper setting before saving!

A: From the door hardware list page (found by selecting Door Hardware List from the blue dropdown box on the Doors page), click the green plus sign in the upper right corner of the page. This will open the “Add Door Hardware to Project” page. Click “show” to the right of the MasterFormat number of the items you wish to add, then check the box next to the piece(s) of hardware you wish to add. Scroll to the bottom of the screen, set the facility, the hardware type, the status and the state, then click the blue “Save Information” button to add the items to the list.

Note that once you save items to the list, you cannot change the status, state or type, so be sure you have the proper settings before saving!

A: Select the door. From that door’s page, click on Edit. Scroll to the bottom of the page and select the group you wish to assign to the door, then click the blue “Save Information” button.

A: Click on the Project Admin link on the right side of the tool command set area. Under Facilities, Rooms and Equipment, click Manage Design Options. From here you can add or edit design options for your project.

A: From the Doors page, click the blue dropdown box in the upper right corner. From here, select Door Hardware List to see a list of all the access control and door hardware items assigned to the project, or select Door Hardware Groups to see a list of all access control and door hardware groups created for the project.

A: Click the link for 'Products', this will bring you to the list of products. Click the 'Add Product' link. Select the MasterFormat number and enter a title for your product. Give a brief description and include all other applicable information. Click 'Save Information'.

A: Click on the Project Admin link on the right side of the tool command set area. Under Facilities, Rooms and Equipment, click Manage Equipment Types. From here you can add or edit equipment types for your project.

A: Click on the “add to rooms” link on the right that corresponds to the item you’d like to assign. From the Add Products to Rooms page, you can select the rooms you want to assign the item to as well as what budget to put the item under, whether the item is new or existing, the quantity, as well as the room type, function & design option.

A: Click the “edit” link on the right that corresponds to the item you’d like to change the equipment ID number of. On the Edit Project Equipment page, change the number in the Equipment ID box (note that equipment IDs must be unique!). Click the “Save Information” button at the bottom of the screen to save this change.

A: On the Equipment page, click the green plus sign in the top right corner. This will bring you to the add equipment page.
Once there, find the MasterFormat number of the item you want to add, and click on “show” to the right of it. This will bring up a list of all the items currently in the product library under that MasterFormat number.
Click the checkbox to the left of the item(s) you wish to add. At the bottom of the page you can set the equipment type to allow sorting on the equipment list, and to set the status of the item. Click the “Save Information” button to save the item(s) to the list. They will appear at the bottom of the list, with incremented equipment ID numbers.

A: Click the blue dropdown box in the upper right corner of the Estimates page, then click Export to XLS. This will bring up a browser-specific popup asking what you would like to do with the Excel file you are trying to display. You can choose to open the file outright or save it.
When opening the file, you may receive an error telling you the file “is in a different format than the one specified by the file extension. This is normal; click Yes to open the file.

A: Click on the “show” link to the far right of the item you wish to see more information about. This will show the budgeted funding source, contract, phase, design option, bid package, department and floor that is associated with that item.

A: Click the blue box in the upper right corner of the Estimates page to bring up the dropdown menu, then select Other Project Costs. From there, click the green plus sign in the upper right corner of the Other Project Costs page to include costs for fees, contingencies, etc. in your estimate.

A: First choose the project you wish to work on. On the main menu click the 'Estimate' link. Once you open the list of estimates you are able to add more items by clicking the green plus sign in the right hand corner. Fill out the applicable information and then click 'Save Information'.

By clicking the blue pull down you are able to edit all items, copy an estimate from another project, print, or export to Excel (.xls format).

A: Click the pencil on the right side of the estimates page that corresponds to the estimate item you want to change. Make the necessary changes and then click the “Save Information” button at the bottom to save those changes to the estimate.

A: Items need a reference item to be a percentage of. Click the blue box in the upper right corner of the Estimates page to bring up the dropdown menu, then select Reference Items. Enter the name of the reference item, as well as the quantity. You should now be able to add items to the estimate as a percentage of that quantity of the reference item you entered.

A: Yes. Click the blue box in the upper right corner of the Estimates page to bring up the dropdown menu, then select Update Quantities. A window will pop up allowing you to change the quantities of every item listed in the estimate.
When you have finished updating quantities, click the Save Information button at the top of the window to update the information on the estimate page.

A: This button allows you to quickly add an item to that particular MasterFormat number, rather than having to scroll through the entire MasterFormat listing every time when adding multiple items.

A: Click the blue box in the upper right corner of the Estimates page to bring up the dropdown menu, then select Manage Estimate Variables. From here you can enter the square footage, as well as the number of cables, drops, TRs/CERs, students, beds, employees, patients, residents & rooms. Once you update a variable, the calculations for cost per will be updated for MasterFormat, UniFormat & Other.

A: These are displayed because there is no square footage set for the estimate. Click the blue dropdown box in the upper right corner of the page, then click “Manage Estimate Variables”. (This can also be reached via Project Admin - Manage Estimate Variables under the Financials heading.)
Enter the total square footage of your project in the box next to “Total Sq Ft” and the Per SF column will display correctly.

A: From the Field Observation page, click the green plus sign in the upper right corner of the page. The “Add a Field Observation” page will open and there you can enter information regarding the field observation. Click the blue “Save Information” button at the bottom of the screen to save the field observation as a draft. This will bring you to the draft page; click on the Issue Field Observation button in the bottom right corner of the red rectangle to issue the field observation.

A: First click on the Field Orders/RFPs link in order to display the Field Order Log. Next go to the main menu and click "New Field Order/RFP", this will bring you to an 'Add a Field Order' screen.

Fill out the applicable fields and save information by clicking 'Save information and Continue'. The form will now be displayed in draft mode. 

After reviewing and making any corrections, click the 'Issue' button.

A: The only people who can see financial information entered in a field order are users with contract privileges on the project as well as whichever user initially entered the information.

A: Click the blue dropdown box in the upper right corner when in the folder, and then click Thumbnail View.
Note that only pictures are visible when in Thumbnail View; to return to the regular view click on the folder name farthest to the right on the line directly below the tool command set area.

A: Start by clicking the "Projects" link. This will bring you to a list of active projects of which you are a team member. Open the project for which you wish to create the FTP folder for.

Click the "Files" link in the top row of the tool commandset area. An index of folders and files associated with the project will display, unless you are going through the Project Setup process (in which case the index will be blank). In the main menu you will see an add folder option. Here you can add a new FTP folder associated with this project.

By clicking the "Add Folder" link the "Add a Folder" screen will display a list of all project team members and upload and admin settings. Next enter a 'Folder Name' that include only alphanumeric characters and spaces. Then determine privileges for the desired project team members using the checkboxes labeled 'View Files', 'Upload Files', and 'Folder Admin'. You are able to skip any users you do not want to have access to this folder. Next click the 'Add Information' button to display the File Listing screen which shows the name of the new folder you have created. After creating this folder you and all other users with permission can add sub-folders and/or upload files to this project folder. 

To create a Sub-folder start by clicking the link to the folder which you wish to create a sub-folder. The File Listing screen now shows additional links in the main menu. Click the 'Add Folder' link and the 'Add a Folder' screen will appear the same as when the orginal folder was created. Next check the boxes to assign view, upload and admin premissions for the project team members. Then click the 'Add Information' button. The File Listing screen will display and show the name of the folder you have just created. 

A: Via Project Admin, under User Access, click on Manage Default Folder and File Permissions. Set up your desired permissions here & then everything you upload from that point forward will have those same permissions.

A: From the Lists page, click the green plus sign in the upper right corner of the page. From the Create a To Do List page, you can set a title for your list, select the list type (either a Punch list or a To Do list), assign an alternate manager & select who can view the list.

A: From the Lists page, select the list. Click the red “New Item” link on the right side of the page. Title your item, determine what type, set the due date, enter a brief description & set who you want to answer this item. Click the “Save Information” button at the bottom of the page to save this item to your list.

A: The systems auto emails when and item is issued and again when it is marked complete.  In addition, when an item is opened for discussion and a comment is entered the to (actionby) and from (entered by) as well as other invited to comment by the action by (up to 3 additional people) will also get an email each time a comment is entered.

A: In the very top right of the page, your name is displayed. Click on your name and it will bring up the Edit Profile page, where you can change your name, phone number, extension, cell phone number, email address and password.

A: Via Project Admin, under User Access, click on Manage Meeting Series Access. From this page you can give or remove meeting notes series access.

A: Click the 'Meeting Notes' link this screen will display a list of all Meeting Notes related to the project. Next click the 'New Meeting Note Series' link to display the 'Add a Meeting Note Series' screen. Enter information into the following fields which include Meeting Notes Series Name, Description of Series, Series Manager, Alternate Meeting Series Manager, Allow the following people to view this series, providing a description and field format for each.

Click the 'Save Information' button showing the new meeting series. Click the link of the Meeting Series you want to set up a meeting for. Click the 'New Meeting' link in the main menu this will display the 'Add a meeting' screen.

Click the 'Save Information' button to allow a draft to be created for review before formally issuing the meeting notice or saving it to issue later. 

A: From within the project, click on the Project Admin link on the right side of the tool command set area. Under “Phases & Categories” click on Manage Meeting Note Categories. This page allows you to add new or edit existing meeting note categories.

A: Click on “manage access” to the right of the meeting notes series, then check the box next to the name of the person you would like to add. When you are done, scroll to the bottom of the page and click the “Save Information” button.

A: First click the 'Meeting Notes' link. Then click the link of the desired meeting series name to view the meetings index. They will be displayed as Scheduled or Past.

Click the desired meeting name link to show the meeting form.

Click the 'New Meeting Note' link. Select the type of note, enter a brief description, select (or create a new) category, set the Action By status as well as the related issue, and click on the "Save Information" button below to save the meeting note.

The scheduled meeting will now appear in all participants 'My Action Items' and in the Meeting Note Series index under "Scheduled".

A: From the Purchase/Change Orders page, click the green plus sign in the upper right corner to go to the “Add a Change Order” page. Enter the required information, then click the blue “Save Information” button at the bottom of the screen to save your change or purchase order to draft status. Once on the draft page, you can issue, edit or delete the order.

A: Users with contract privileges can see all in-process change orders. Users without contract privilege can only see change orders they have issued, or change orders they have been asked to comment on.

A: First click the 'Request for Information' link in the main menu of the project to display the RFI log. Then click the green plus sign to open the 'New RFI' window.

Fill out the applicable fields and save information by clicking 'Save information'. The form will now be displayed in draft mode. 

After reviewing and making any corrections, click the 'Issue RFI' button in the upper right portion of the RFI. 

A: Click on the Project Admin link on the right side of the tool command set area. Under Facilities, Rooms and Equipment, click Manage Room Types. From here you can add or edit equipment types for your project.

A: Select the project you wish to work on. Click the 'Rooms' link on the main menu. To add a room click the green plus sign in the right hand corner. Then enter all applicable information into the form provided and save it. For more options click the blue pull down, it allows you to take actions such as Import from Excel, Import from Revit, Import History, Manage Design Options, Revit Reconciliation, Print and add a new room. 

A: Click on the Project Admin link on the right side of the tool command set area. Under Facilities, Rooms and Equipment, click Manage Design Options. From here you can add or edit design options for your project.

A: From the Submittals page, click the blue dropdown box in the upper right corner, and then click Reassign Submittals. In the pop-up window, select the party you want the submittal to be from, the party you want the submittal to be to, then click the check boxes next to the submittal(s) you want to change. Once they are selected, go to the top of the pop-up window and click Reassign Selected.

A: First click the 'Submittals' command to display the Submittals Log screen. Then select the 'New Submittal' command to bring up the 'Add Submittal' screen.

Fill out all applicable fields and select the 'Save Information and Continue button. This will allow the form to be displayed in draft mode. 

After reviewing and making corrections click the 'Issue Submittal' button. 

A: First navigate to Projects> Project Name> Add Task. Then click the 'Add Information' button to have an email including the Task subject and details, automatically sent to the users selected.

A: Enter a short description in the "Completion Notes" then click on the "Mark as Completed" button. This will notify all parties that notes have been entered & the task has been completed via email. The My Action Items screen displays and the item marked as Completed no longer appears.

A: From the Transmittals page, click the green plus sign in the upper right corner to open the “Add a Transmittal” page. Enter in what the transmittal is regarding, check what you are sending with the transmittal & the reason behind it, as well as a few remarks. Select who the transmittal is to, an issue (if applicable) and whether or not you desire this transmittal to be private. (Private transmittals are only viewable by yourself and the targeted party, while public transmissions can be viewed by everyone in the project.)
Click the blue “Save Information” button at the bottom of the page to save your transmittal to draft status. From the draft page you can edit the transmittal, or issue the transmittal with or without emailing the involved parties.

A: Setting a transmittal's privacy setting to "Yes" means that only yourself and the user specified in the To field can see it. Setting it to "No" means all users with transmittal privileges on the project can see it.

A: Click the 'Work Reports' link. Then Click the green plus icon in the upper right. Fill in all applicable fields and then click the 'Save Information and Continue' button. Review draft and make and necessary changes, then click "Issue Work Report".