User Guide

Select File - Export - Project Properties to .pdf file.
5. Enter a file name.
6. Select the paper size from the drop-down list.
7. For orientation, select the Portrait or Landscape radio button.
8. Click Generate. The .pdf file is generated.
9. The .pdf file contains the following information:
• .pdf date.
• Project name.
• Status.
• Description.
• Due date.
• Tasks.
• Task details.
• Tags.
• Task notes.
• Status - Level of conflict if appropriate.
NOTE: On a Linux machine, if you select the Export to .pdf file function, an alert displays advising that "Export to .pdf is not currently
supported on Linux clients". Use a Windows machine to perform the Export to .pdf function.
Creating a new project
This function allows you to create projects containing future changes for a selected floor plan and date. Changes
are organized into projects by due date and contain groups of tasks that will be executed together. You can
select projects to see the effect of changes on the currently selected floor plans.
NOTE: Projects cannot be created in the past. The add project button is disabled when a date prior to the current date is selected.
Upon completion of tasks in a project, the tasks are committed and reflected in History.
To create a project:
1. Select Calendar, and select a Date.
2. Click Add Project below the calendar. The add project dialog box opens.
3. Enter a project name (required).
4. Select a project end date.
NOTE: There are two sets of arrows on the pop-up calendar. The large arrows move the calendar by month and the small arrows
next to the year move the calendar by year.
5. Enter a tag if needed (optional).
6. Enter a project description (optional).
Chapter 13: Planning 123