As detailed as you want: Create checklists that can be used in element management to track construction progress.
To be able to use this function, you must have booked the workspace
element management.
You will soon be able to find the training video for the article here.
Click path:
- Workspace Element Management > Select project > Tracking > Templates > "+ New"
- Checklists are similar to Excel lists: You can create multiple columns and rows and give them formatting and description
- You can divide your checklist into several sectons, which can then be completed individually later. To do this, click on "+ New Section"
- Create additional lines or delete useless lines by moving the mouse over a line and clicking on the blue plus-sign or the red X-sign
- Create new columns by clicking on "Show columns", entering a corresponding title in the lower input field and clicking on "Add column"
- Set the desired formatting of the columns by clicking on the three dots next to the column. There you have the following options:
- Text: The fields of the columns can be used as free text fields. Ideal for comment columns
- Date: The user can only select one date.
- Number: Only digits can be entered.
- Hyperlink: The content is always displayed as a link.
- Dropdown: Only the dropdown fields you have defined can be selected. The perfect option for capturing information quickly. Specify the drop-down boxes in this format: option 1, option 2, option 3, ....
- You also have the option of adding further requirements to all formatting as well as setting the selected column to Read Only. This means that you can insert information into the cells in the template, but the user cannot change this information later.
- If you have already created a suitable Excel checklist, you can import it into PlanToBuild via "Import".
- Under "..." you always have the option to duplicate or delete an existing section.
- You can view your template in its entirety under PDF Export or Preview.
- All changes are saved automatically.