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 Coordination 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? |
Daily Log
|
Accident Log, Call Log, Delay Log, Delivery Log, Dumpster Log, Inspection Log, Plan Revision Log, Productivity Log, Quantity Log, Safety Violation Log, Waste Log, Work Log, Manpower Log, Equipment Log, Notes Log, Daily Construction Report Log, Observed Weather Conditions, and Visitor Log fieldsets |
Which fields in the Daily Log 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?
|
Invoicing
(Progress Billings 2) |
Subcontractor Invoices fieldsets |
Which fields in the Invoicing 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?
|
Prime Contracts (Client Contracts, Funding) |
Prime Contracts fieldsets |
Which fields in the Prime Contracts tool can be configured as required, optional, or hidden? |
Punch List
|
Punch Item fieldsets |
Which fields in the Punch 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? |
T&M Tickets |
General Information, Labor, Material, and Equipment fieldsets |
Which fields in the T&M Tickets 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? |