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NEW Release Notes
SUMMER 23' RELEASE NOTES
0
SPRING 23' RELEASE NOTES
1
A New (Spring) Release Full of Groundbreaking New Features!
WINTER 22' RELEASE NOTES
1
NEW WINTER 22' RELEASE - FULL OF GROUNDBREAKING FEATURES
FALL 22' RELEASE NOTES
1
NEW FALL RELEASE FULL OF GROUNDBREAKING FEATURES
General
FAQ
0
Getting Started
0
AI Brena
Brena
2
Brena - Save Chart - Publish to Analytics & Report
Live Link - Meeting Highlights & Brena as Note Taker
PLANNER™
PLANNER™
9
For Trades
Schedule
PLANNER™ Overview
PLANNER™ - Navigation and Landing Console
Manpower (RTLS Reason Change) & Daily Report
View all 9
PLANNER™ Settings
24
Work Teams (Crews)
How to Add a Shift
Trades
Work Categories
Skills
View all 24
Boards
20
How to Open a Board in a New Browser Tab?
Create Rollups with Budget Line Items
How to Create a New Chain?
How to Add Tags to an Existing Chain?
How to View all Tags of Different Chains that a Tag is associated with?
View all 20
CPM Schedule
4
CPM Schedule Overview
Risks Overview
Resources Overview
Calendar Overview
Resource View
2
Planner Mode - Calendar View - Tablet
Dispatch View Overview
Daily Reports
1
Daily Reports Overview
Tools & Equipment
0
Materials
0
Time
2
Add Time from Work Queue
Time Log: Summary View
FINANCE™
FINANCE™
3
Table of Contents - Finance
Finance™ Plan - Navigation and Landing Console
How to Navigate to FINANCE Plan?
FINANCE™ Settings
2
Supplemental Contract Files
Using Blockchain Authentication in FINANCE™
Budgets
18
Budget Manager Overview
How to Add a new Budget Line Item
How to add Vendors to a budget line item
How to Lock & Unlock budget
Customize Cost Codes and Cost Types in Budget Manager
View all 18
Bid Manager
10
Bid Manager Overview
How to Award Bids
How to create a New Bid
How to modify Bid Details & Budget Line Items in a bid
How to add Reference Files to a bid
View all 10
Bid Response Manager
6
Bid Response Manager Overview
How to acknowledge Intent to Bid or Decline a Bid
Bid Details and Reference Files
How to Post a Bid Query
How to respond to a Bid / Submit a Bid Response
View all 6
Estimates
1
Multiple Estimates & Estimate Room
Vendor Contracts
17
Vendor Contracts Overview
How to Create a New Vendor Contract
How to Verify a system created Vendor Contract from a Bid Package
Contract Details of a Vendor Contract
How to set Schedule of Values for Vendor Contracts
View all 17
Vendor Pay Applications
11
Vendor Pay Applications Overview
How to Create a new Vendor Pay Application?
How is Vendor Pay App auto-generated by System
Navigate to Pay Application Details for Vendor Pay App
Schedule of Values for Vendor Pay Application
View all 11
Client Contracts
19
Client Contracts Overview
How to Create a new Client Contract
How to modify Contract Details of a Client Contract
How to set Schedule of Values for Client Contracts
How to Add Contract Files to Client Contracts
View all 19
Client Pay Applications
10
Client Pay Applications Overview
How to Create Client Pay Application?
Pay Application Details for Client Pay App
Billing Schedule for Client Pay App
Adding Lien Waiver to a Client Pay Application
View all 10
Change Events
12
Change Events Overview
Create Change Event
Modify Change Event Details, Budget Line Items, Reference Files
Submit Change Event
Managing Change Event Requests as Client
View all 12
Forecasts
1
Forecasts Room - How to Add Forecasts
Time
0
FIELD™
FIELD™
1
FIELD™ - Navigation and Landing Console
FIELD™ Settings
19
How to Set Up Drive Folder Security?
Create File Tags
Manage Templates
Manage Palettes
Drive Security
View all 19
Map
18
Linking a Smart Item on the Map
Map Mode
Filtering Smart Items
Searching for an Address
Locate Yourself on the Map
View all 18
Drawing Log
0
Analytics
0
SKETCH™
29
Smartapp Sketch™ Editor
How to Open Files in Smartapp Sketch™ - Desktop?
How to Open Files in Smartapp Sketch™ - Mobile?
Sketch™ Menu Options Overview
Multi-Tabs in Sketch™ - Desktop
View all 29
Smart Submittals
1
Extract & Publish Specs & Submittals
SAFETY™
SAFETY™
13
SAFETY™ - Navigation and Landing Console
Muster, Hydra, and Sun Station Setup
Muster Station Setup
Muster Station Configuration
Hydra Station Setup
View all 13
SAFETY™ Settings
48
SmartGate - Deny Access
SmartGate Settings
Register SmartGate from Project Locations and Smart Gate Access In & Out
SmartGate - Live Attendant
Job Site In ,Out & Restricted Access Notifications
View all 48
Team Orientation
17
How to Navigate Team Orientation view in Smartapp SAFETY™
How to Access and Set Up Team Safety Credentials
How to View Safety Status from the Project Team Settings
How to Use the Safety Credentials Tab in Project Team Settings
Bulk Print User Badges from Project Team
View all 17
Visitor Log
4
Visitor: How to Register in Safety Tracking with NO Pre-Scheduled Visit
Visitor: How to Register in Safety Tracking with Visit Pre-Scheduled
Visitor Log additional Info in Tile
Visitor Log
Safety Bulletins
12
Safety Bulletin Overview
SOS & Bulletin Notification
Safety Bulletin SMS Alert
Bulletin & SOS Notification to alert All Project Members/Trade/Role & Send SMS alert to Non- Registered Users
Bulletin : Alert to Non- Registered Users
View all 12
Safety Permits
1
How to Request a Safety Permit
Safety Evacuation
1
Safety Evacuation Flyer
SOS Tracker
0
Safety Onboarding Flyer
7
Safety Onboarding Flyer
How to Access the Safety Onboarding Flyer
How to Register using the Safety Onboarding Flyer?
Worker Onboarding Steps
Worker: How to Register in Safety Tracking with NO Preregister
View all 7
Time
0
Org Central™
Org Settings
3
Staff Onboarding in Org Central™
Reserve Staff - From ORG
Creating a Project Template
ONE™
ONE™ Settings
4
App Studio
Report Manager
Connectors
Theme Settings
App Designer
26
App Designer
App Designer - Form App - Overview
How to Edit an App
Collection - Form Field Type
Auto Checkin - Form Field Type
View all 26
Marketplace Apps - Help
30
3-Way Tee
Accident Report
Adapter Coupling
Anode
Architecture, Engineering & Construction Apps
View all 30
App Studio™
App Studio
19
App Studio™ - PRO Settings
How to Create a New App?
How to Deactivate an App?
How to Delete an App?
How to Copy an App?
View all 19
Drive
Drive
49
Drive Folders
Schedules Folder in Drive
360 Folder in Drive
BIM Folders in Drive
Photos Folder In Drive
View all 49
PLANNER™ Folders
0
FIELD™ Folders
0
SAFETY™ Folders
0
Apps
App Groups
0
Smart Items
0
Workflow
0
Apps Mode
57
How To Create AppGroups
How To Add Columns to the Grid & Create a Custom App Grid View
Bold Reports
How To Add a New Smartitem
How To Perform Workflow
View all 57
Analytics
Analytics Mode
5
Analytics Mode
How to Add a New Visualization in Analytics Mode
How to Edit a New Visualization in Analytics Mode
How to Add a New Visualization in SmartApp Grid
How to Edit a New Visualization in SmartApp Grid
Project Central
Project Central
17
Project Central
How to Start a Trial Project?
How to Subscribe to a Project?
Smartapp.com Overview
Hardware Bundle Options
View all 17
Org Console
0
Project Navigation
Time Log
1
Time Log
Universal Navigator
0
My Workspace
0
Edition Landing Consoles
0
Project Navigation
0
Navigating a Smartapp Project
29
NEW Mode Bar & Edition Consoles UI
How to Navigate to Field - Bundle Subscription?
How to Navigate to Safety - Bundle Subscription?
How to Navigate to Pro - Bundle Subscription?
How to Navigate to Planner - Standalone Subscription?
View all 29
Install & Navigate Smartapp Mobile
0
Project Settings
Project Settings
23
Project Team
Project Info
Companies
Project Locations
How to Add Employees to a Company
View all 23
Location Manager
14
How to Set Up Locations
How to Set a Spatial Type: Polygon in Project Location
How to Add Level Spatial Type: Map Points in Project Location
How to Add Level Spatial Type: Drawing in Project Location
How to Add Level Spatial Type: On Drawing in Project Location
View all 14
Companies
4
How to Add a New Company
How To Edit a Company
Prime Companies & Sub Companies
Manage Companies
Team Members
11
How to Add New Team Members
How to Edit a Team Member
How to Delete a Team Member
How to Activate/Deactivate a Team Member
How To Manage A Team Member's Permissions
View all 11
List Manager
0
Live Collaboration Features
LiveCollaboration
3
LiveLink & LiveNote
How to View Comments?
Live Collaboration Overview
Hardware
Jobsite BADGE™
0
Jobsite ACCESS™
0
Jobsite BOARD™
0
Jobsite RTLS™
0
Jobsite GPS™
0
Smart Gate
2
How to use Guard Attendant Mode & Access In Preferences
How to Allow Gate Access Based on Safety Status
Connectors & Add-ons
Hardware Add-ons
3
Smartapp™ Safety Kiosk Live Support
How to Manage your versions
How to Publish Timelapse Videos
Procore Connectors
5
From Procore - How to Install Smartapp Connector
From Smartapp - How to install Procore Connector
How to setup Procore Connector Sync Settings?
Procore - Direct Access to Smartapp PLANNER™
Procore - Direct access to Smartapp SAFETY™
Autodesk Add-ons
0
SAP Connectors
0
Built-ins
1
GIS Built-in Connectors
Autodesk Add-ons (Revit & ACAD)
2
Autocad Drive Connector
Revit Drive Connector
SAP PRO Connector
4
SAP - Sync Settings & Integration
How to Set Sync settings - SAP
How to set SAP settings from inside a Project
How to set Field settings for SAP
SmartGate Settings
2
How to Control Access to Sensitive Jobsite Areas
How to Set up a Locked Area
Help Desk Software
by Freshdesk