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DescriptionWith each release information is posted to this page that describes what has changed with the most recent release




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Form Imports, Help Text

January 29th, 2018

　

At different times throughout the duration of a project, there may be a flood of information that comes to you all at once. Continuing our focus on ease-of-use this year

Project Search and Form Type Cloning
Updates in ProjectTeam.com
March 1st, 2018



ProjectTeam.com is different than other construction project　management systems for many reasons. One of the biggest differentiators we have is the ability to customize your forms. This allows you to mold the system to fit your exact needs without having to conform to the way a system has already been set up. In this latest release, we've added

the ability to import lists of information directly into ProjectTeam.com. Whether you have RFIs, Submittals, Drawings or even a custom form you've created, you can now import hundreds of forms into ProjectTeam.com in seconds.
Import Logs
Under the ellipsis button on each form log, you will now see the option for "Batch Import". Clicking this option will take you to a screen that walks you through a three-step process. You will need to download the template we provide, fill it out, and then upload. The template is a CSV (comma separated values) file that will typically open up in Microsoft Excel by default as long as you have it installed on your computer.　
Import - Errors
Importing is an "all or nothing" process within ProjectTeam.com. This is an attempt to eliminate as many errors as possible within your logs. If you incorrectly fill in your import CSV file and then try to upload, you will get an error summary that should help you find and fix your errors.　
Import - Duplicates
We do not have rules to automatically remove duplicates during the import process so make sure you carefully prepare your data before uploading. Since we allow two forms to have the same "Subject" while manually creating forms in ProjectTeam.com, we kept the import process consistent.　
Import - Fields
Most of the fields available to add to your forms are eligible to　be imported in ProjectTeam.com with the exception of a few complex fields. The non-importable fields include Collections, Reference Collections, Auto Numbers, and Cascading Picklists. All other fields can be imported.
Custom Field Help Text
One of the biggest differentiators between ProjectTeam.com and other systems is the ability to quickly create custom forms and add custom fields to your forms. When adding a custom field, you now have the opportunity to add custom help text. This allows you to create forms and give users helpful instructions on how to fill in the fields.　

　

functionality to help you maintain consistency across you customized projects.

Cloning System Form Types
ProjectTeam.com comes out-of-the-box with a set of system form types ready for you to use on your projects. System form types include Requests for Information,　Submittals,　Contracts,　Change Orders and more.

You may find that in addition to the system fields provided, you want to add custom fields. In the configuration screen of each form type, you'll see an ellipsis button in the Form Properties panel. Clicking on the button shows a dropdown with the option to "Clone to another project".　After cloning, you will get a toaster notification in the bottom right corner of the screen indicating that you've cloned successfully.

Note: Since system form types already exist in other projects by default, cloning will simply append all custom fields to the form type.　

Project Search
ProjectTeam.com now has a search feature that allows you to quickly search the entire　project using keywords or phrases.　　

Once you enter a project, you'll notice a search box　on the top menu bar. The search feature can only be found within projects and is not currently available outside of the project area.　

To search, simply click inside the search box, type your search term, and then click the "Search" button. After searching, you're taken to a page that shows all matches to your search term. The results are forgiving, returning relevant information even if the search term is not an exact match.　


Helpful Screenshots