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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:

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Information

  • Scope and General Info: Access project details, including the scope of work and general project

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  • information.


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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.


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Documents

  • Document Management: Store PDFs, images, and mobile-compatible files. These documents enhance accessibility and collaboration on mobile devices.

Info

Supported formats include files that can be opened on mobile devices.

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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.

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Info

Only PDF, Images and other documents that can be opened on a mobile device.

  • Punch List

  • Installations

  • Notes

    • All project notes

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Installations

  • Scheduled Installations: Stay informed about upcoming installation dates to maintain an organized workflow.


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Notes

  • Project Notes: Access all project-related notes, promoting clear communication and documentation.


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Project Actions

  • Creating Actions: Use the '+' button in the bottom right corner to access actions.

  • New Punch List: Generate a new punch list to mark the job as a Punch List / Hot Job and trigger a Punch List Action Item.


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Uploading Project Documents and Progress Pictures

  • Adding Files: Enhance project documentation by uploading pictures or files to Project Documents using multiple methods:

    • Upload from Camera

    • Upload from Gallery

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    • Upload from Files

  • Visual Documentation: Enhance project insights by uploading progress pictures using these methods:

    • Upload from Camera

    • Upload from Gallery

    • Upload from Files

Info

Pictures automatically upload as "Gallery Images" for printing the Installation Progress Report. Refer to the Progress Pictures section for further details.

Note

Access Permissions

  • Camera and Photos Access: Enable necessary upload actions by allowing the app to access your camera and photos when prompted.

  • Manual Access Setting: Alternatively, navigate to Settings > Select e-manage Mobile app > allow access to photos and camera.

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.