Files and field work

Each project keeps its own records in the project sidebar: Files, Photos, Notes, Reports and Schedule. Office staff use them to store drawings, contracts and billing paperwork. Field crews use them to post photos, notes and daily reports, and to see when they are scheduled.

Who can use these tabsCopy Anchor Link

• Anyone in your company who can open a project can use all five tabs. That includes adding, editing and deleting files, photos and schedule events.
• Field/shop workers can open only the projects they are scheduled for in the calendar. Putting a Field/shop worker on a project's schedule is what lets them open the project. On the Schedule tab they see, add and change only their own events.
• Files, photos, notes and reports belong to your company. People outside your company see a project's files only through its share link, and only the files you mark as public.