Company and Project Settings received a new layout! SiteMax is adding more configuration and control over the key data to keep projects organized. We recently added divisions and are now giving you more control over locations. Phases and other critical lists will be added in the future!
To keep the menus organized we've made some helpful changes to the way you manage your projects and company settings. When navigating through SiteMax Systems, you'll come across two important areas: Company Settings and Project Settings. These serve as hubs for configuring preferences, settings, and specific details pertaining to your projects. Let's take a closer look at each:
Company Settings
Scope: Company Settings have a broad reach, impacting the entirety of a company.
Purpose: They serve as the foundation for establishing standardized configurations, preferences, and options that will remain uniform across all projects within the company's account.
Managed by: Typically, these settings are overseen by company admins or individuals with high-level administrative permissions.
Components of Company Settings
In this section, you can update your company address, contact info, and branding (customize your site by adding a logo for your letterheads, a login background, or a greeting for users).
2. Lists Tab
Under the Lists Tab, you'll find several critical sub-tabs:
Cost Codes: Cost Codes are helpful to identify and track different types of costs associated with a project.
Divisions: Divisions allow for the categorization of work into distinct segments, ensuring clear organization and tracking.
Tags: Tags are organizational data—usually no more than one or two words. They provide details about an item and make it easy to locate or organize related items that have the same tag.
Titles: This section allows for the customization of roles and titles within the company's structure.
Import/Export: Import and export functionality simplifies the process of managing data.
3. Modules Tab
The Modules Tab encompasses various modules that contribute to the efficient operation of projects:
Company Notice Tab: This area is dedicated to managing and disseminating company-wide notifications and updates.
Forms Tab: Here, you can find tools for creating and managing various forms integral to project operations.
Notices Tab: Project Notices is a feature that allows you to communicate essential information, such as schedule changes, safety alerts, and quality issues, to the project team members.
Purchase Orders Tab: This module facilitates the management and tracking of purchase orders.
Time Tab: It focuses on overall time configuration, ensuring accurate recording and management of labor hours.
Contacts Tab: This area is dedicated to managing and organizing contacts important to project operations.
Materials Tab: This module deals with the tracking and management of materials essential to project completion.
4. Safety Program
Upload your OHS manual and safety program, and keep your safety documentation organized by adding section folders.
5. Integrations
At present, SiteMax has 3 integrations:
Quickbooks Online
Dropbox
This is where you authenticate and integrate your accounts with SiteMax. We are always working to add more integrations that make sense for you, our customer. If you have specific requests, please reach out to our support team.
Project Settings
Scope: Unlike Company Settings, Project Settings are specific to individual projects within the company's SiteMax account.
Purpose: These settings allow for a high degree of customization and management of project-specific details, preferences, and configurations.
Managed by: Project managers, adms, and users with project-level permissions are responsible for handling these settings.
Components of Project Settings
1. Info Tab
This part holds important details about the project. It's like a central storage for all the key information specific to the project.
2. Team Tab
The Team Tab is where you can manage and organize the individuals involved in the project.
3. Day View Tab
This section is where you can set up and customize your Daily Reports.
4. Lists Tab
Under the Lists Tab within Project Settings, you'll find several sub-tabs akin to those in Company Settings, tailored specifically for the project:
Cost Codes Tab: This enables the allocation of costs to specific categories within the context of the project.
Divisions Tab: Divisions within the project allow for the segmentation of work into distinct categories.
Locations Tab: Locations help in specifying where particular tasks or activities are taking place within the project. Here, you can easily set up, add, or handle locations for Submittals, Punch Items, RFIs, and Change Orders. It is presented in table format with separate parts for each module. This makes it easy to see if a specific location is enabled or not for the related column or module in that project.
Specifications Tab: This section deals with the specific requirements and details unique to the project submittals.
5. Modules Tab
Within the Modules Tab, you'll find several specialized modules that are vital to the project:
Forms Tab: This area is dedicated to the management of forms specifically tailored to the project. You may also find the QR of the form here that you can share to anyone outside the organization.
Purchase Orders Tab: This is where you can manage the settings for purchase orders.
Change Orders Tab: This is where you can add or remove the accounting emails.