Help | VOLUM3 - ultimate collaboration tool

Help

Find the answers you need about using VOLUM3.
Room data sheets, tracking budget changes, products and materials per area, all effortlessly possible with VOLUM3

Getting started

Introduction to VOLUM3

1. Register your account

2. Create company profile

3. Invite new members

4. Create a project

5. Upload plans

6. Add tasks and markups

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Navigating the Site

Navigation toolbar

Accessing your personal settings

Item Actions icon

Grid view & list view

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

Project List

Create new project

Project Settings

Project properties

Plans

Plan Upload with OCR (Optical Character Recognition)

Deliveries & Approvals

Tasks

Generate PDF and XLS task reports

Add tasks to a meeting

Add and manage your tasks

Meetings

Create new meeting

Add topics, tasks and groups

Meeting reports

BoQ

Bill of Quantities

Accessing the BoQ module

Hierarchy of BoQ Table items

Detailed description of levels

BoQ Display Options

Bill of Quantity Actions

Creating new BoQ

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Tender

Creating new Tender

Tender - Bidder

Tender notifications

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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 your 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 from catalog

Enable/disable edit mode

Search brands and products

Add product to the project

Copy product/part

Filter products

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Areas

Rooms, Room Types and Room Groups

Zones, Entrances and Expansion Joints

Storeys, Buildings and Sites

Companies & Users

Partner companies

Partner members

My company members

Account Settings

Company settings

Profile Settings

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?

How can I compare old and new versions 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 closed task?

Is it possible to filter tasks?

Can I track task history?

Can I add a task to a plan?

Can I print and export tasks list?

Who can I add outside my company to collaborate on my projects?

How can I download a plan?

Upcoming Features

Project templates

Downloading plans with markups

Downloading plan lists as pdf

Duplicating existing tasks