Collaborating in INGENIOUS.BUILD
Navigate the tools and features needed to collaborate, manage projects, and connect with clients seamlessly.
- Getting Started: Collaborating on INGENIOUS.BUILD
- Navigating INGENIOUS.BUILD
- Setting Up Workspace Preferences as a Collaborator
- Creating and Submitting a Specification as a Collaborator
- Creating and Submitting a Contract as a Collaborator
Workspace and Company Settings Configuration - INGENIOUS.BUILD
- Addresses and Entites
- Custom Attributes
- Invite an Owner as a Collaborator
- Add New Contact
- Adding and Managing Employees in Your Workspace
Lists & Templates - INGENIOUS.BUILD
- Project Cost Codes
- Financial Approval Workflow Templates
- Bid Forms
- How to Create and Apply a Contract Document Template
- Creating a Budget Line Items Template
Project Settings and Configuration - INGENIOUS.BUILD
- How to Manage Columns on the Projects List
- Configure Project Settings: Project Information
- Configure Project Settings: Project Sites
- Configure Project Settings: Budget / ACR
- Building out your Project Team/Directory
Project Financials - INGENIOUS.BUILD
- Creating a Contract
- Executing a Project Contract
- Modifying or Releasing Retention
- Creating and Approving an Invoice
- Selecting a Bid to Post to the Budget/ACR
Project Management - INGENIOUS.BUILD
- Managing Project Documents
- How to Create a New Schedule
- How to Navigate the Schedule
- Creating a New Task
- Documents FAQs
Construction Administration - INGENIOUS.BUILD
- Construction Administration's Approval Workflows: Forms
- Closing and Distributing a Project RFI
- Proposing a solution to a Project RFI
- Creating and Managing Your Punch List
- Forms
Buildings / Sites - INGENIOUS.BUILD
- Building & Sites Permissions
- Buildings / Sites Access
- Creating Buildings / Sites
- Managing your Buildings / Sites
Training and Onboarding - INGENIOUS.BUILD
- Training Script - Getting Started (Rep)
- Training Script - Getting Started (Owner)
- Module 1: Project Creation & Setup (Rep)
- Module 1: Project Creation & Setup (Owner)