Help

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