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Popular Tutorials

Tutorials

Company Settings

Account Information
- View Account Information
App Management
- Overview
  - What is App Management?
- Installation
- Configuration
- Developer Managed Service Accounts (DMSA)
- App Management Metrics
  - View API Request Metrics
  - View App Management Metrics
Certification Analytics
Classifications
- Add a Classification
General Settings
- Configure Advanced Settings: Company Admin
- Logos
- Office Settings
- Session Timeout
  - Request to Enable a Session Timeout Interval
Expense Allocations
- Create a New Expense Allocation
Root Cause Analysis (Incidents)
Traditional Service Accounts (Deprecated)
Single Sign On Configuration
- Configure Single Sign On in the Company Admin Tool
Trades
- Add a Custom Trade
- Delete a Custom Trade
Webhooks
- Configure Company Webhooks
NEW Work Breakdown Structure
- Getting Started
  - Create Your Company's Default Work Breakdown Structure
- Manage Custom Segments
- Manage Segment Items
- Manage Default Segments
  - Cost Codes
  - Cost Types
    - Add Company Cost Types
    - View the Company Cost Types Segment Settings
  - Sub Jobs *
    - Enable Sub Jobs for WBS
      *Sub Jobs can only be added at the Project Level
- Set the Company Budget Code Structure
  - Arrange the Company Budget Code Structure
- Manage the Project Level Budget Code Structure
  - Enable Project Level Budget Code Structure Edits

Project Settings

Dates
- Add New Project Dates
Defaults
- Default Project Settings
  - Set the Defaults for Your Projects
- Stages
  - Add a Custom Project Stage
- Project Types
  - Add a Custom Project Type
- Departments
  - Add a Custom Department
- Project Groups
- Tender Type Settings
  - Add a Custom Tender Type
- Owner Type Settings
  - Add a Custom Owner Type
- Region Settings
  - Add a Custom Project Region
Fieldset
- Create a Default Project Fieldset
Roles
- Add a Custom Project Role

Tool Settings

Action Plans
- Create a Company Level Action Plan Template
- Create Action Plan Statuses
- Create Action Plan Types
- Create Action Plan Verification Methods
- Delete a Company Level Action Plan Template
- Delete Action Plan Types
- Delete Action Plan Verification Methods
Tendering
- Add a Custom Tender Type
- Set the Default Company Tendering Configuration
Budget
- Budget Views
- Budget Reports
  - Set Up a Budget View for Custom Reporting
- Forecasting Views
  - Set Up a New Forecasting View
Change Management (Change Events)
- Set the Default Change Management Configurations
- Create New Configurable Fieldsets
- Which fields in the Change Events tool can be configured as required, optional or hidden?
- Create Custom Sections
- Create New Custom Fields
Contracts (Commitments & Head Contracts)
- Create New Configurable Fieldsets
  - Which fields in the Commitments tool can be configured as required, optional or hidden?
  - Which fields in the Head Contracts tool can be configured as required, optional or hidden?
- Update the Tool Settings for Contracts
Correspondence
- Add a Template Correspondence Type
- Create a New Correspondence Type
- Edit a Correspondence Type
- Which fields in the Correspondence tool can be configured as required, optional or hidden?
Site Diary
- Create New Configurable Fieldsets
- Which fields in the Site Diary tool can be configured as required, optional or hidden?
- Create New Custom Fields
Directory
- Create New Configurable Fieldsets
- Which fields in the Directory tool can be configured as required, optional or hidden?
DocuSign
- Enable the DocuSign Integration in Your Company's Account
Estimating
- Configure Default Estimating Settings
Forms
- Create a Company Level Form Template
- Delete a Company Level Form Template
Incidents
- Configurable Fieldsets
  - Create New Configurable Fieldsets
  - Which fields in the Incidents tool can be configured as required, optional or hidden?
- Custom Field Options
- Configurable Alerts and Severity
  - Configure Alerts and Severity for Incidents
- Root Cause Analysis (see Project Settings)
Inspections
- Configure Settings for Exporting Inspections as PDFs
- Create New Configurable Fieldsets
- Create New Custom Fields
Meetings
- Configure Meeting Templates
- Create a Meeting Template
- Delete a Meeting Template
- Edit a Meeting Template
- Manage PDF Configurations for Exported Meetings
Observations
- Types
- Templates
  - Create a Company Level Observation Template
  - Delete a Company Level Observation Template
- Configurable Fieldsets
  - Create New Configurable Fieldsets
  - Which fields in the Observations tool can be configured as required, optional or hidden?
- Root Cause Analysis (see Project Settings)
  - Add Root Cause Analysis Fields
  - Delete Root Cause Analysis Fields
Defect List
- Configurable Fieldsets
  - Create New Configurable Fieldsets
  - Which fields in the Defect List tool can be configured as required, optional or hidden?
- Templates
  - Create a Company Level Defect Item Template
  - Delete a Company Level Defect Item Template
- Categories
RFIs
- Create New Configurable Fieldsets
- Which fields in the RFIs tool can be configured as required, optional or hidden?
Submittals
- Create Custom Submittal Register Statuses
- Create Custom Submittal Types
- Create New Configurable Fieldsets
- Which fields in the Submittals tool can be configured as required, optional or hidden?
- Create Custom Sections
- Create New Custom Fields
Tasks
- Add Task Categories
- Delete Task Categories
Tax Codes
- How can I use tax codes on a project?
- Configure Tax Code Settings
Timesheets
- Add a Classification
- Create New Configurable Fieldsets
- Which fields in the Timesheets tool can be configured as required, optional or hidden?
- Create New Custom Fields
Daywork Sheets
- Create New Configurable Fieldsets
- Which fields in the Daywork Sheets tool can be configured as required, optional or hidden?
- Create New Custom Fields

Alphabetical