Quick Create an Item from the Project Overview

Objective

To quick create an item from the Project Overview.

Background

Things to Consider

• Required User Permissions
• The options available in the quick create menu are based on the user's permissions to the related tools. If a user has access to create the item in the tool, the option will be available for them.

Steps

1. Click Project Tools and select Home to navigate to the Project Overview.
2. Click Quick Create and select the tool.
3. After you select the tool, follow the steps to create the item:
   • Change Events
   • Daily Log
   • Incident
   • Inspection
   • Observation
   • Punch List
   • RFI
   • Submittal
   • Task
   • Timesheet

See Also

• About the Project Overview