Administration
Manage Organization Inclusions
Set reusable general requirements, trade validations, package titles, and package colors for your organization.
Before you begin
- Organization admin access
Step-by-step
Follow these steps
Open the admin page
Select Organization Inclusions in the main navigation.
This page is restricted to organization administrators.
Add general project requirements
Expand Default General Inclusions and select Add General Inclusion.
Enter a grouping and the Default Scope Requirement, then save. Use this section for safety, insurance, taxes, bonding, and other requirements that should appear in every project checklist and written scope.
Add trade inclusions
Under Trade Inclusions, expand a package and select Add Trade Inclusion.
Enter the specification number, specification title, grouping, and required scope statement, then save.
Set package defaults
Choose the default package color used in package reviews and drawings.
Review each trade-to-package assignment and update its Default Package Title when your organization uses a different naming standard.
Maintain the library
Edit an existing row to update it, or delete a requirement that should no longer be inserted.
Review organization standards periodically; they flow into new scope checklists and written scopes.