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  • Assign asset/equipment from one project to another project
  • Prioritize Your Deficiencies (Priority/Risk Factor Key Metric)
  • Formulas Functions and Syntax
  • If/Then Checkpoint Logic
  • Limit Responsible Party Emails to Assigned Project Only
  • Import Asset/Equipment Lists
  • Import Assets Assignment History
  • Assets/Equipment Screen
  • Dynamic Matrix Preference: "Copy Any Row" or "Copy Last Row"
  • Change Inspector Type
  • Dynamic Matrix Calculations & Formulas Overview
  • Set Dashboard Filters to Allow "All Projects"
  • Set the default for New Responsible Party Added to All Projects
  • Change the default for Screen Pagination
  • Change Due Date on a Plan Item
  • Import Logs
  • Setup Sharing Account: Client/Owner and/or Third-Party Inspections
  • Setup Sharing Account: Project Accounts with Corporate Account
  • Setup Sharing Account: Architect and Client/Owner
  • Associate Project(s) with a Checklist
  • Phase/Lot Setup (ADVANCED VIEW)
  • Add or Edit Company Department List (updated 8/17)
  • Setup an ITP Template
  • Checklist Shared Library: Download a Checklist
  • Add a New Project/Community (Legacy Screen)
  • Import Crews & Users
  • Assign a Resp. Party Crew or Person to a Project
  • Associate Inspector(s) with a Checklist
  • Limit User's view to specific project only
  • Add Common Checkpoints
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