Admin (Project level) |
Project fieldset Note: Only one 'Project' fieldset can be created and the fieldset will apply to all new and existing projects. See Create a Project Fieldset. |
Which fields on the project page can be configured as required, optional or hidden? |
Action Plans |
General Information fieldsets |
Which fields in the Action Plans tool can be configured as required, optional or hidden? |
Budget (Budget Changes) |
General Information fieldsets |
Which fields in the Budget tool can be configured as required, optional or hidden? |
Change Events (Change Management)
|
General Information fieldsets |
Which fields in the Change Events tool can be configured as required, optional or hidden? |
Coordination Issues |
General Information fieldsets |
Which fields in the Co-ordination Issues Tool can be configured as required, optional or hidden? |
Commitments (Contracts) |
Purchase Orders and Subcontracts fieldsets |
Which fields in the Commitments tool can be configured as required, optional or hidden? |
Correspondence |
Correspondence Type fieldsets Note: Each of your company's custom correspondence types has its own fieldset. |
Which fields in the Correspondence tool can be configured as required, optional or hidden? |
Site Diary
|
Accident Log, Call Log, Delay Log, Delivery Log, Skip Log, Inspection Log, Plan Revision Log, Productivity Log, Quantity Log, Safety Violation Log, Waste Log, Work Log, Manpower Diary, Equipment Log, Notes Diary, Daily Construction Report Log, Observed Weather Conditions, and Visitor Log fieldsets |
Which fields in the Site Diary tool can be configured as required, optional or hidden?
|
Directory
|
Person and Company fieldsets |
Which fields in the Directory tool can be configured as required, optional or hidden?
|
Documents (Project Documents) |
Documents fieldsets Note: Currently, the only changes available for a Documents fieldset are adding or removing custom fields. |
Which fields in the Documents tool can be configured as required, optional or hidden? |
Drawings |
Drawing Revision fieldsets |
Which fields in the Drawings tool can be configured as required, optional or hidden? |
Incidents
|
Incident, Injury/Illness, Property Damage, Environmental, Near Miss, Witness Statement and Action fieldsets |
Which fields in the Incidents tool can be configured as required, optional or hidden?
|
Inspections
|
Unassociated, Quality, Safety, Commissioning and Environmental fieldsets Note: Each of your company's custom Inspection Types will have its own fieldset.
|
Which fields in the Inspections tool can be configured as required, optional or hidden?
|
Payment applications (Progress Billings 2) |
Subcontractor Payment applications fieldsets |
Which fields in the Payment applications or Progress Billings tools can be configured as required, optional or hidden? |
My Time 1 |
My Time fieldsets |
Which fields in the My Time tool can be configured as required, optional or hidden? |
Observations
|
Commissioning, Environmental, Quality, Safety, Warranty and Work to Complete fieldsets
|
Which fields in the Observations tool can be configured as required, optional or hidden?
|
Main Contracts (Client Contracts, Funding) |
Main Contracts fieldsets |
Which fields in the Main Contracts tool can be configured as required, optional or hidden? |
Snag List
|
Snag Item fieldsets |
Which fields in the Snag List tool can be configured as required, optional or hidden?
|
RFIs
|
RFI fieldsets |
Which fields in the RFIs tool can be configured as required, optional or hidden?
|
Specifications |
Specification Section Revision fieldsets |
Which fields in the Specifications tool can be configured as required, optional or hidden? |
Submittals |
Submittal Log fieldsets |
Which fields in the Submittals tool can be configured as required, optional or hidden? |
Daywork Sheets |
General Information, Labour, Material and Equipment fieldsets |
Which fields in the Daywork Sheets tool can be configured as required, optional or hidden? |
Timesheets |
Timesheets fieldsets |
Which fields in the Timesheets tool can be configured as required, optional or hidden? |