Managing Projects

Article content related to managing a project and its documentation.

JD Williams avatar Souvik Raha avatar
59 articles in this collection
Written by JD Williams and Souvik Raha
Project Settings Configuration

How to Mark a Project as 'Completed'

Change the status of your project to 'completed' and remove it from the active projects list
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Written by Souvik Raha
Updated over a week ago

Configure Project Settings: Location

Connect your project to an office location for your company
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Written by Souvik Raha
Updated over a week ago

Configure Project Settings: Pay Apps

Setup your project's billing periods and add pay application documents to the project settings.
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Written by Souvik Raha
Updated over a week ago

Configuring Project Settings

Manage details and settings for your project
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Written by Souvik Raha
Updated over a week ago

Configure Project Settings: Project Information

Configure your project's settings and information
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Written by Souvik Raha
Updated over a week ago

Configure Project Settings: Project ID

Change your project's ID within the Project Settings menu.
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Written by Souvik Raha
Updated over a week ago

Adding Funding Sources

Add funding sources to your project's budget.
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Written by Souvik Raha
Updated over a week ago

Configure Project Settings: Project Hours

Update the scheduled weekly working hours for the project team
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Written by Souvik Raha
Updated over a week ago

Configure Project Settings: RFIs

Set the architect and internal project team's response time and identify your company's internal reviewer for all RFIs for the project
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Written by Souvik Raha
Updated over a week ago

Configure Project Settings: RFP

Allow employees to continue to charge time to the project's RFP/Proposal stage after the project has been started
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Written by Souvik Raha
Updated over a week ago

Configure Project Settings: Change Orders

Add default reviewers to see all change orders for the selected project
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Written by Souvik Raha
Updated over a week ago

Configure Project Settings: Submittals

Setup the timeframe for submittals to be reviewed by, who will have access to and the type of submittals required for your project
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Written by Souvik Raha
Updated over a week ago
Project Overview and Setup

Add Main Contract Value to a Project in Feasibility

Setup the project's quoted item structure and schedule of values
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Written by Souvik Raha
Updated over a week ago

Create a Project in Feasibility Mode

Create a project without a contract uploaded to your workspace and build out the contract details on the IngeniousIO platform
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Written by Souvik Raha
Updated over a week ago

How to Create a Project without a Proposal

How to create a project without having a proposal created on the IngeniousIO platform.
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Written by Souvik Raha
Updated over a week ago

How to Create a Project from an Executed Proposal

How to create a project after the proposal has been created and executed on the IngeniousIO platform.
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Written by Souvik Raha
Updated over a week ago

Add a Client when Creating a Project

Choose to add your client to your project to collaborate with you from their own free IngeniousIO account
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Written by Souvik Raha
Updated over a week ago

Project Contract Creation from Proposals

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Written by Souvik Raha
Updated over a week ago

What is the Project Dashboard?

Understand how to navigate and utilize the Project Dashboard within the RepIO module.
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Written by Souvik Raha
Updated over a week ago

What is the Project Summary?

Control who from your company has access to the project and what their role is on the project team.
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Written by Souvik Raha
Updated over a week ago

How to Delete a Project

Instead of completely deleting a project from your workspace, we recommend marking the project as 'Canceled' instead to preserve your data
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Written by Souvik Raha
Updated over a week ago
RFIs

Manually Enter RFIs

Enter RFIs for projects that were started outside of IngeniousIO that involve external contacts that are off-system
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Written by Souvik Raha
Updated over a week ago

Create an RFI

Send an RFI with or without a proposed solution to project stakeholders for them to provide feedback, comments and answers to.
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Written by Souvik Raha
Updated over a week ago

Add Internal and External Project Team to an RFI

Add impacted parties, internal and external contacts as reviewers to grant access to an RFI
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Written by Souvik Raha
Updated over a week ago

Respond to an RFI as a Reviewer or Impacted Party

Provide feedback as an impacted party, internal reviewer or external reviewer to an RFI that has been shared with you
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Written by Souvik Raha
Updated over a week ago

Request a Solution to an RFI

Send a recipient an RFI for them to propose a solution
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Written by Souvik Raha
Updated over a week ago

Propose a Solution to an RFI

Enter a proposed solution as the Recipient of an RFI
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Written by Souvik Raha
Updated over a week ago

Proceed with a Solution and Answer an RFI

Select a proposed solution or provide your own solution as an official answer to an RFI
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Written by Souvik Raha
Updated over a week ago

Accepting or Rejecting an Answered RFI

As the initiator of an RFI, chose to accept or reject an RFI's Answer and request a different answer from your recipient.
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Written by Souvik Raha
Updated over a week ago

How to Delete an RFI

Delete RFIs in Draft status from your project's RFI list.
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Written by Souvik Raha
Updated over a week ago