Navigating the Project Module
Once the project is created you will automatically be directed to the Overview.
You can access each project’s Overview, Documents, Takeoff and Estimates as needed.
Add Stakeholders and Edit Project:
- From the Overview page add internal or external stakeholders
- Alternatively edit the project details by clicking “Edit Project”
Set-Up Checklist:
- If you want to set up a checklist or access a checklist template, you access or create a new one on the right hand panel.
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