The Project module
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The Project module consists of the following tabs
Information
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within the e-manage|ONE Go App presents a tailored approach compared to its desktop counterpart. Navigate through the following tabs to efficiently manage your projects:
Information
Scope and General Info: Access project details, including the scope of work and general project
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information.
Contacts
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Project Contacts
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: View a list of contacts associated with the project. Identify the primary contact and their respective roles.
Documents
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Document Management: Store PDFs, images, and mobile-compatible files. These documents enhance accessibility and collaboration on mobile devices.
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Supported formats include files that can be opened on |
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mobile |
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devices. |
Punch Lists
Punch List
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Overview: Track Open and Closed Punch Lists
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for the project, ensuring tasks are addressed and managed effectively.
Installations
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Scheduled Installations: Stay informed about upcoming installation dates to maintain an organized workflow.
Notes
All project notes
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Project Notes: Access all project-related notes, promoting clear communication and documentation.
Project Actions
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Creating Actions: Use the '+' button in the bottom right corner to access actions.
New Punch List
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: Generate a new punch list
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to mark the job as a Punch List / Hot Job and
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trigger a Punch List Action Item.
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Uploading Project Documents
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Adding Files: Enhance project documentation by uploading pictures or files to Project Documents using
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multiple methods
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:
Upload from Camera
Upload from Gallery
Upload from Files
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Uploading Progress Pictures
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Visual Documentation: Enhance project insights by uploading progress pictures using these methods:
Upload from Camera
Upload from Gallery
Upload from Files
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Pictures |
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automatically upload |
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as "Gallery Images" for printing |
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the Installation Progress Report. |
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Refer to the Progress Pictures section for |
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further details. |
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| Note |
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Access Permissions
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This Overview provides a glance at the diverse functionalities within the Project module. Delve into specific sections for more detailed insights and instructions tailored to each feature.