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Managing General Settings

Set up project details, customize preferences, and manage basics.

Chris Callen avatar
Written by Chris Callen
Updated over a week ago

01

Introduction

You'll learn how to update jobsite information, add attachments, and provide important additional details to keep your project organized and compliant.

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02

Click "Settings"

Click the "Settings" option to open the main configuration panel where you can manage your general settings. Only users assigned as a 'Lead' of the GC/Prime company on the Directory page can see this page.

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03

Edit "Jobsite Name"

Click "Jobsite Name" to access and update the name of your jobsite, ensuring it reflects the correct project identifier.

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04

Edit the displayed Jobsite address

Click "Address 1" to enter or modify the primary address associated with your jobsite. This only changes the address text. It will not adjust any Locations or Equipment shown in the PLOT mapping tools. Those must be moved on the Logistics page.

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05

Click "Add Attachment"

Click "Add Attachment" to include relevant files or documents that support your jobsite information, such as site specific safety documents or detailed layout plans. These files are available for download by users on the Portal page.

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06

Edit the 'Additional Information' section

This section shows on the Portal Page, the Jobsite Command (when the module is displayed), and any delivery pages that are sent to drivers.

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07

Manage PPE Requirements

Edit, add, or delete these line items to specify personal protective equipment requirements or other safety measures relevant to the jobsite.

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08

Click "Save"

Click "Save" to apply all your changes and ensure your general settings are updated correctly.

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You have successfully managed your general settings by updating jobsite details, adding attachments, and specifying additional information. Your changes are now saved and ready for use.

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