What to Know
Projects can only be created in the Web Admin Portal
The protect settings may be edited in the Web Admin Portal as well as the SmartUse App.
Localization must be set in order to have weather data in the Daily Reports.
See below for instruction to:
Creating a New Project
Access the Web Admin Portal at https://portal.smartuse.com/
From the left navigation menu, select Projects.
Click + Create New Project.
Fill in the GENERAL tab information:
PROJECT NAME: Enter the name of the project.
CODE: If applicable, enter the project code or number which can be used for internal or external purposes.
START DATE: Select the start date of the project.
END DATE: Select the end date of the project.
PROJECT TEMPLATE: If you wish to copy the project folder structure of another existing project, select it from the dropdown.
TIP: It may be useful to create a project template including your own folder structure and issue types which can then be used to create new projects.
CLIENT NAME: Enter the name of the client.
LOGO: Upload the project logo by clicking on Choose and then navigating to the image you want. Click Upload to set it as the project logo. (PNG, JPG, SVG, and GIF files of less than 1MB are supported. We suggest using a minimum size of 400x400 pixels for optimal display.)
Fill in the LOCATION tab information:
ADDRESS: Enter the address of where the project is located.
FIELD MAP URL: Using a web mapping application such as Google Maps, enter the address of the project and search. Copy the URL address into the FIELD MAP URL field.
LATITUDE & LONGITUDE: Find and enter the location coordinates and copy and paste them into the fields.
IMPORTANT: The latitude and longitude must be set in order to have weather data into the Daily Reports.
TIP: You can find the location coordinates by going to a Latitude and Longitude Finder such as LatLong.net and entering the address of the project.
Or you can use the URL which you previous pasted in the Field Map URL field and copy and paste the coordinates data.
In this example, the latitude is 45.4036604 and the longitude -72.0740715.
DATA LOCATION: From the drop-down, select where the project is located. By default, the data location will be set within your organization settings. Once the project is created, the data location cannot be changed.
TIME ZONE: Select the project's time zone. This setting is used in Issues. When issues are created, they are shown in the project's time zone. And the same applies for issue history.
WEATHER UNITS: Select either Imperial or Metric weather units, depending on the location of the project and what unit is used in that specific location.
Fill in the SETTINGS tab information:
DOCUMENTS
ORDERING PATTERN (Comma separated): This setting changes the order of documents from standard numeric/alphabetical order. It is recommended to wait before adding a pattern until the project has determined that the standard display orders don’t match expectations. For example, if a team would like to see drawing sheets listed in Architectural, Structural, Electrical, Mechanical order, “A,S,E,M” would be entered in this field.
MARKUPS
disable creating public markups without a layer: By default, users can create public Markups without a layer. Switching this toggle on requires public markups to be created on a new layer.
ISSUES
Photos and comment are mandatory to complete issue: When this setting is toggled, the user is required to enter a comment and add a photo when closing an issue. Can be useful for those who fix punch-list items to document their work.
Assignee Notifications
Status Change Notifications: Select if you want to change status of None, High Priority Only or All notifications. This setting is used to reduce notifications for non-urgent items. For Daily Reports it will summarize all notifications for open and in progress Issues.
Issues summary notifications frequency (open and in progress): Select the days and time for which you want Issues summary notifications to be sent out.
Owner Notifications
Status Change Notifications: Select if you want to change status of None, High Priority Only or All notifications. This setting is used to reduce notifications for non-urgent items. For Daily Reports it will summarize all notifications for Issues pending validation.
Issues summary notifications frequency (pending validation): Select the days and time for which you want Issues summary notifications to be sent out.
In either tab, click CREATE PROJECT.
The project will then be listed in the Projects page.
Editing a Project Settings
In the Web Admin Portal
Click the three dots at the right of the project and select Edit project.
Apply any required changes to the GENERAL, LOCATION, OR SETTINGS tabs and click SAVE PROJECT.
In the SmartUse App
From the Projects page, tap the project you want to edit the settings for.
Tap the hamburger menu and tap Project Settings.
Use to toggle buttons to edit your project settings:
SEARCH: Set if you want to allow search in PDF document and text documents
Enable content search in PDF (0.0 bytes)
Document textual search on latest revisions
PUSH NOTIFICATIONS: Set the circumstance for which you want to receive push notifications
For new published documents
For issues I created
For issues assigned to me
For daily reports I created
For daily reports assigned to me
For daily reports related to deleted users
EMAIL NOTIFICATIONS: Set the circumstance for which you want to receive email notifications
For new published documents
For issues I created
For issues assigned to me
For issues related to deleted users
For daily reports I created
For daily reports assigned to me
For daily reports related to deleted users
Tap Done.
Deleting a Project
NOTE: A project can only be deleted in the Web Admin Portal.
Click the three dots next to the project's name and select Delete project.
You will be asked to confirm that you really want to delete the project by typing DELETE.
Click DELETE.
The project will no longer appear into the Projects page.
Next Steps
Now that you have created a project, you can now create your project structure and import documents.
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If you need additional assistance, please contact us.