Project Overview - Go App

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Sept 15, 2023 by Stephanie Pepper (e-manage|ONE)
3 min read

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.