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Rename Templates
To edit a template name to better fit an organization’s specific nomenclature: From the Admin tab, select Templates. Click the down arrow on the template to be renamed. Select Edit. Rename Template 4. Update the Custom Name and Custom Description ...
PDRI Templates
Industry validated templates are available for five industry sectors, all of which can be edited required: Industrial projects could include power plants, chemical plants, oil & gas production, water and/or waste treatment, and manufacturing. In ...
Commissioning & Operational Readiness Templates
Edit Category Name and Description (Commissioning) Category names and descriptions may be edited by an Admin user. To edit a category name and/or description: From the Admin tab, select Templates. Select the Commissioning & Operational Readiness ...
Manage Users Overview
Most organizations will see project teams evolve and will need to add or delete users over time. Users are managed by your Company Admin (role) who has the ability to: Create users Import users Assign access to portfolios Edit users Reset user ...
Construction Readiness Templates
Edit Category Name and Description (Construction Readiness) Category names and descriptions may be edited by an Admin user. To edit a category name and/or description: From the Admin tab, select Templates. Select the Construction Readiness template. ...