Project Overview - Go App
- Stephanie Pepper (e-manage|ONE)
- stephan
- Melanie Eubanks
The Project module 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 information.
Contacts
Project Contacts: View a list of contacts associated with the project. Identify the primary contact and their respective roles.
Documents
Document Management: Store PDFs, images, and mobile-compatible files. These documents enhance accessibility and collaboration on mobile devices.
Supported formats include files that can be opened on mobile devices.
Punch Lists
Punch List Overview: Track Open and Closed Punch Lists for the project, ensuring tasks are addressed and managed effectively.
Installations
Scheduled Installations: Stay informed about upcoming installation dates to maintain an organized workflow.
Notes
Project Notes: Access all project-related notes, promoting clear communication and documentation.
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.
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
Upload from Files
Visual Documentation: Enhance project insights by uploading progress pictures using these methods:
Upload from Camera
Upload from Gallery
Upload from Files
Pictures automatically upload as "Gallery Images" for printing the Installation Progress Report. Refer to the Progress Pictures section for further details.
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.