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Administration
From here you can create and manage item base attributes, manage document upload preferences, RFI types, change request types, issue types, change order types and change line types, forum types, custom workflow, group, roles and customer attributes.
 
 
 
Item Information  
Manage Item Base Attributes
 
Category Administration  
Create Category
Edit Category
Maintain Category Hierarchy
 
Bulk Load Catalog Structure  
Bulk Load Catalog Structure
View Bulk Load Catalog Structure Status
Catalog Export
Change Management  
Requirement Types
Issue Types
CAD View-3D Session Types
RFI Types
Change Request Types
Change Order Types
Document Review and Approval Types
Change Line Types
Document Management  
Document Upload Preferences
Create Document Category
Search and Manage Document Category
Workflow Management  
Upload Custom Workflow File
View Workflow Upload Status
Download Custom Workflow File
Group Administration  
Create Group
My Own Groups
Roles  
Create Role
Maintain Company Level Role Assignments
Maintain Company Level Folder Grants
Custom Attributes  
Maintain Issue/Requirement/RFI/3D Session Attribute Groups
Maintain Change Attribute Groups
Maintain Project Attribute Groups
Maintain Project Associations
Maintain Task Attribute Groups
Maintain Task Associations
 

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