In the “Projects” view, you will get a list of your projects. Here you can also create new ones and export a list of your projects in Excel format.
Select “Projects” on the navigation bar (on the left) and click on the button “Create project” to create and set up a project.
Only the specification of a project name is mandatory. The other fields are optional. If you add a project image, it can be displayed on the title page of your report.
ANNOTATION! Under project details, you have the option of adding custom attributes to the project details. These attributes will also be added to PDF exports if you customize your template for export.
On this interface, you can assign or remove users already registered on the platform (see „USER“ for detailed information). For a user to be able to contribute to the project, he must be assigned to the project.
NOTE! Subcontractors and observers are displayed in italics.
Assuming you already created Groups under the menu „GROUPS“, you can assign them to this project accordingly.
a. Create a group.
b. Change page.
c. Entries per page.
To do this, proceed as follows:
NOTE! All forms can also be managed under the main menu item “Forms & Lists” (see „FORMS & LISTS“)
To get to the Form-Interface, click on the top right in the „Forms“-Tab. In order to be able to select forms and allocate them to the project, you must first create them under the menu „FORMS & LIST“. If you have not created one yet or want to create a new form, you can do this directly via this view by clicking on “Create form” in the upper left corner. You can find out how to create a “Form” under „FORMS & LIST“.
If the forms you want to apply exist, they can now be assigned to the project. To do this, proceed as follows:
NOTE! All forms can also be managed under the main menu “FORMS & LISTS”
To get to the list view, click on the top right in the tab “Lists”. Here you create project-bound lists.
To create project-bound lists, proceed as follows:
a. Click the “Create new project-list” button to add the list to the project.
c. Create the content of your list or
d. Alternatively, import the content from an Excel file
e. Finally, click on “Save and Close”
Copy: Click this button if you want to create a similar list to an existing one. As soon as you click on the copy icon, a newly editable template appears in the last row. Click on the pencil icon to edit it accordingly.
Edit: Click this button if you want to go into the detail settings to make changes.
Delete: Click this button if you want to delete the list. A pop-up window will appear, in which you have to reaffirm the deletion or cancel.
Use the „Plans and Layers“-Tab to upload plans. Here, you can see the layer structure on the left. You can also rearrange the layers by holding down the left mouse button and dragging the layers in place. To do this, proceed as follows:
ANNOTATION! The “Turn plan” button also gives you the option of turning your plan to the required position. Keep in mind that you can not turn your plans after that.
After clicking „Plan updated“, the option „Choose files from your computer“ appears. Now select the new plan and then click on„Save“. In the next step, you choose whether the old ticket items are to be used or whether you want to correct them manually.
You can also export a list of all projects in Excel format. A zip file is created which includes previews, audio files, pictures, lists and statistics.
To do this, proceed as follows:
You can also edit project details later. You can choose yourself which data you want transferred. To do this, proceed as follows:
You can also copy your project data to a new project. You can choose yourself which data should be transferred.
To do this, select the project you want to copy in the “Projects” menu item and proceed as follows:
You also have the option to delete entire projects. Remember, however, that the data can no longer be recovered! As a precaution, a pop-up window appears in which you can confirm or cancel the deletion process before the final deletion process.
If you are certain that you want to delete a project, proceed as follows:
NOTE! Due to security measures, the deletion of projects is only possible to the creator of the project (the registered account owner).
If you want to remove a project from your project list, you do not have to delete it for good, but you can archive it. To do this, proceed as follows:
NOTE! For security reasons, deleting projects is only possible for the project creator (the account owner registered with us).
You can add a picture to each project.
In the account-view, manuals and FAQs are available. If you have any further questions, suggestions for improvement or comments, please contact: [email protected]. Alternatively, click on “Support” in the web platform and send us your request.