Website Tutorials

Guide

Project Management

The Project Management section provides an overview of the projects and properties that you are responsible for. Depending on your permissions, you will see different options.

> Add New Project - This button will start the project creation wizard, guiding you through the creation of a new project. This is only available if logged in as a managing trustee.

> Manage Properties - This button takes you to a list of all properties that you have access to. From here, you can view the property details, associated projects, and documents attached to the property record. This is only available when logged in as a circuit user or users with consent giving body permissions.

> Manage Users - This button takes you to the Manage User section within the Online Suite. From here, you can add new users, edit or delete existing users, as well as search for users with particular permissions across the Online Suite. This is only available to users with Manage Users permissions.

> Reports - This button takes you to the Reports page, where you can create reports based on properties or projects within your district or circuit. This is only available to circuit users or users with consent giving body permissions.

> Manage Projects - This only appears if you are within Manage Properties. It performs the same function as the Return to Project List button.

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