Help

Getting Started

1. Register Your Account 2. Create Your Company 3. Invite New Members 4. Create a Project 5. Upload Plans 6. Add Tasks and Markups

Navigating the Site

Navigation Toolbar Accessing Your Personal Settings Easily Switch Between Projects & Stages Page Numbers and Items Per Page Easily Upload Plans and Create New Projects and Tasks Item Actions Icon Grid View & List View Flyout Menu Sort & Select Search & Filter Turn Categories On/Off Project Translations ...
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User Roles

Company Roles Project Roles Task Roles User Roles Overall

Project List

All Projects Create New Project

Project Settings

Stages Disciplines Teams Project Properties

Plans

Plan Upload Working Set Current Set Deliveries & Approvals

Tasks

Add and Manage Your Tasks Task Types Task Settings Generate Task PDF and XLS Reports

Meetings

Create New Meeting Create Meeting from Existing Tasks Add Topics, Tasks and Groups Add Comments and Attachments Generate Meeting PDF Reports

File Manager

Upload Files Filter Files by Type Browse through Files

Companies & Users

All Companies Partner Companies Partner Members My Company Members

Account Settings & Pricing

Account Settings & Pricing

FAQ

How can I change my company member’s role? How can I add someone outside my company to collaborate on my projects? Who can upload documents and plans? Who can add tasks and comment on them? Who can be an approver on a project? Why can’t I create new projects? How do I switch between stages on a project? Why can’t I edit project properties and add new stages and disciplines? Can I have more than one current stage? Can I be a part of more than one teams on the same project? Who can see my plans? How can I upload a new version of a plan? How can I see an old version of a plan? Can I measure something on a plan? Why can’t I open a plan in Plan Upload? Can I delete plans in Plan Upload? What is the difference between Working Set and Current Set? Can I delete plans from Working Set/Current Set? What is a delivery? Why are some plans visible in the Current Set and some aren’t after a delivery? Why can’t I deliver a plan that has already been delivered? Who can be an approver on the project? Who can add a task? Who can close a task? Is it possible to comment or make changes on a task, when a task is closed or approved? Is it possible to filter tasks? Can I track task history? Can I move a task onto a plan? Can I print and export task lists? Who can I add outside my company to collaborate on my projects? How can I download a plan? ...
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Upcoming Features

Project templates Renaming stages and disciplines Creating custom disciplines Editing plan properties in the list view Downloading plans with markups Downloading plan lists as pdf Task icons on plans in thumb view Adding tasks that are n/a on a plan after they are created Duplicating existing tasks Differentiating tasks by discipline ...
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Known Issues

Volum3 isn't available offline Custom disciplines can be created by selecting CST: Custom in the dropdown menu, however it will remain named CST-Custom for all custom disciplines, you can only edit the description. Tasks from Working Set are visible to teams in Current Set