VOLUM3
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Getting Started
Introduction to VOLUM3
1. User profile registration
2. Create company profile
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
Item Actions icon
Grid view & list view
Flyout menu
Sort & select
Search & filter
Turn categories on/off
Easily switch between projects & stages
Page numbers and items per page
Project translations
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User Roles
Meeting roles
Company roles
Project roles
Task roles
Project List
All projects
Create new project
Project Settings
Stages
Teams
Project properties
Plans
Plan Upload with OCR (Optical Character Recognition)
Plan upload
Working Set
Current Set
Deliveries & Approvals
Tasks
Generate PDF and XLS task reports
Add tasks to a meeting
Add and manage your tasks
Task types
Meetings
Create new meeting
Add topics, tasks and groups
Follow up
Meeting reports
Meeting status
Specifications
Specifications Module workflow
Revisions
Attributes
Instructions
Create specifications from Products
Create your own specifications
Properties
Products and materials classification system
Flyout Navigation
Edit/add attributes, instructions, price, images and files
Linked specifications
Drawings
Copy specification
Add more options of the product/specification
Choose the main specification among options
Filter specifications
Publish specifications on project / Deliver to current set
Create specification book / Print specifications
Check all deliveries
Check (not) approved deliveries
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Products
Add company brands
Add product/part
Enter product in more languages
Manage categories, groups and subgroups
Edit/add attribute groups
Edit/add attributes
Custom attribute types
Create own attributes group template
Edit/add product instructions
Define product price
Discontinue the product
Add files and images
Link/unlink part from the product
Publish/unpublish product/part from publish catalog
Enable/disable edit mode
Search brands and products
Add product to the project
Copy product/part
Filter products
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File Manager
Upload files
Filtering 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?
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 be part of more than one team 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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Changelog
Release 2023/03 no.3
Release 2023/03 no.2
Release 2023/03
Release 2023/02
Release 2023/01 no.2
Release 2023/01
Release 2022/11 no.2
Release 2022/11
Release 2022/10 no.2
Release 2022/10
Release 2022/09
Release 2022/07
Release 2022/05 no.2
Release 2022/05
Release 2022/04
Release 2021/10
Release 2021/07
Release 2021/05
Release 2021/06
Release 2021/07 no.2
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Upcoming Features
Project templates
Downloading plans with markups
Downloading plan lists as pdf
Adding tasks that are n/a on a plan after they are created
Duplicating existing tasks