Project Collaboration

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Features Getting Started

Project

A Project is a planned and organized activity/mission/goal that is accomplished by one or more team members.

Activity

The Activity of a Project includes the Tasks, Notes, Jobs, Events and Punch Items that are created in relation to the project.

Schedule

The Schedule of a Project includes Start and End Dates and the Milestones of the project.

Finance

The Finance section of a Project includes information on the Budget used, Quotes, Purchase Orders, Expenses, Invoices related to Products.

Commissioning of Assets

Commissioning is a process in which Assets or pieces of Equipment are tested to verify that they function as required.
The Commissioning of Assets is managed within a Project.

Punch Items

A Punch Item is a task that needs to be completed in order to fix an issue. The Punch List is the list of Punch Items that must be addressed in order to finalize a Project.

Custom Fields

Custom fields are used to extend the data scheme of an item. You can define your own custom fields for a Project, Asset, Punch Item.

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