The Projects feature allows you to manage the approval process of all of your important project documents.
To access Projects:
Click Projects in the left hand navigation menu. You will see a list of existing projects.
Click Client dropdown. Filters can help you locate your project quickly.
Click Training project
Create New Project
To create a new project, click New Project and fill in the details. You can upload documents straight away, or create the project first and upload them later.
Click New Project
Fill in the Project details
Click CREATE PROJECT
Edit Project details
Each project page displays the name, job number, owner and planner. This can be edited by clicking edit project.
Click EDIT PROJECT
Edit the Project details then Click UPDATE PROJECT
Documents can be uploaded using the upload document button and the project can be archived (to remove it from the list of projects).
Once the project has been created, you can add documents such as Scope of work, Client brief or Asset Matrix.
Click UPLOAD DOCUMENT. You can upload 1 or more documents at a time either by dragging and dropping or by browsing your computer.
Click Document type dropdown. Once the documents are uploaded, select the document type - this will help you find the document later through filtering.
Your documents can either be uploaded requiring review or not. If you just want to store the project documents in a central location for the team to access, they might not require approval.
Its possible to upload multiple documents and include them in the same proof for review. This option will be available if you upload more than 1 file.
If your documents require approval, Click the Review Needed checkbox
Click Approval workflow dropdown. You will then be able to select the workflow your document should be sent on. This will determine the approvers and the number of approval stages.
Select Review deadline. This is the date that the entire workflow needs to be approved The documents will be added to the project and sent for review (if selected).
Click UPLOAD DOCUMENTS