Navigate the Home Page

Project home page view

Navigation bar
Shortcuts widget
Team members widget
Recent Drawings widget

To invite team members from the Team members widget

If you have permissions, you can add team members to your project.

On the Project home page, select Add +.

An Invite team member form displays.

Select the Email field to enter an email.
Select the Security role field to view and choose a role from the Security role list.
Select Done.
Select the First name and Last name fields to enter a name.
If you have permissions to add companies, select the Company field to enter a company.

—Or—

Select Search icon to choose a company.

If you do not have permissions to add companies, the Company field displays as read-only and defaults to your company name.

Enter a phone number in the Cellphone field.
Once all of the required fields are completed, select Invite to send your invitation and return to the Team members list.

A confirmation pop-up message displays even if you have navigated to another page.

—Or—

Select Add + to invite the team member.

The form clears and your invitation is sent. A confirmation pop-up message displays: Invite request was sent successfully.

Invite additional team members.

—Or—

To exit the form, select x.

To invite team members with the Quick Add menu

If you have permissions, you can invite team members to your project with the Quick Add menu.

The Quick Add menu.

On the Project home page, select + on the navigation bar to open the Quick Add menu.
Select Invite team member.

An Invite team member form displays.

Select the Email field to enter an email.
Select the Security role field to view and choose a role from the Security role list.
Select Done.
Select the First name and Last name fields to enter a name.
If you have permissions to add companies, select the Company field to enter a company.

—Or—

Select Search icon to choose a company.

If you do not have permissions to add companies, the Company field displays as read-only and defaults to your company name.

Enter a phone number in the Cellphone field.
Once all of the required fields are completed, select Invite to send your invitation and return to the Team members list.

A confirmation pop-up message displays even if you have navigated to another page.

—Or—

Select Add + to invite the team member.

The form clears and your invitation is sent. A confirmation pop-up message displays: Invite request was sent successfully.

Invite additional team members.

—Or—

To exit the form, select x.

To view project contacts

Open the project.
On the home page Team members widget, select >.

—Or—

Select Project menu icon to open the project menu, then select Team members.

All project contacts are listed in alphabetical order.

Select Sort to change the sort order.
Select a project contact to view their contact details.
If set up on your device, you can select one of the contact methods to email, phone, or text the project contact.

To view the Project menu

To open the Project menu, select on the navigation bar.
To scroll the menu, swipe up or down.
To close the menu, swipe left or select outside of the menu.

To view drawings in the Recent drawings widget carousel

From the Recent drawings carousel, if you have view permissions, you can easily access drawings that you have recently modified or viewed. The carousel displays the last 25 drawings you have viewed.

Open the project.
On the Recent drawings widget carousel swipe right or left to move through the photo carousel.
To open a drawing, select it.
If you have edit permissions, make your desired edits.
To close the drawing, select x.
To open the project menu, select .
To return to the Project home page, select Home.

To view and access drawings from the Recent drawings widget

If you have view permissions, you can access drawings from the Recent Drawings widget.

Open the project.
On the Recent drawings widget of the Project home page, select >.
To download a drawing, select .
To open the drawing, select it.
If you have edit permissions, make your desired edits.
To close the drawing, select x.
To open the project menu, select .
To return to the Project home page, select Home.

To view records with the Shortcuts widget

By default, Shortcuts icons display in the following order for new users: Drawings, Specifications, Submittals, RFIs, and Checklists. As you use the records that you have permissions to view, the Shortcuts icons will default to the top five records that you access the most.