INGENIOUS.BUILD

This article outlines the steps to locate and view archived projects in INGENIOUS.BUILD, providing a straightforward process to access past project details quickly and efficiently.

How to View an Archived Project

Customize the columns in your Projects List to display the information most relevant to you in INGENIOUS.BUILD.

How to Manage Columns on the Projects List

Mariah Eve Taborada

Jackie Weinstein

Carmela Flores

From starting a project to setting up your project preferences and settings.

Project Settings and Configuration

This article explains how to create a new project, add team members, and set up key project settings for effective management.

Add New Project

How to create a project after the proposal has been created and executed on the Ingenious platform.

Starting a Project from an Executed Proposal

The Dashboard features widgets tailored to your workspace type, offering quick insights and direct access to project tools.

Navigating the Project Dashboard

Quickly review and access your key project details.

Project Summary

This article explains how to archive a project to preserve its data, with step-by-step instructions for updating the project status.

Archiving a Project: Preserving Data While Removing It from Active View

Eva Palomares

Learn how to add a new project, kick off a project from an executed proposal, and navigate the project dashboard for seamless tracking.

Project Creation and Set up

Learn how to edit and update your project's settings and information in INGENIOUS.BUILD.

Configure Project Settings: Project Information

Easily update the Custom Project ID through the Project Settings menu.

Update Project Settings: Custom Project ID

INGENIOUS.BUILD allows you to add and manage specific Jobsite Locations for easy referencing in RFIs, improving project coordination and transparency.

Understanding Jobsite Locations

Set your Primary and Secondary tags for better filtering and sorting!

Configure Project Settings: Tags

This article explains how to customize weekly working hours in INGENIOUS.BUILD, ensuring accurate time tracking and payroll rules for overtime and doubletime.

Configure Project Settings: Project Hours

This process streamlines the distribution of RFIs to designated contributors.

Configure Project Settings: RFI Distribution Template

Streamline Communication Between Subcontractors and General Contractors with Direct RFI Submissions.

Configure Project Settings: RFIs

This article guides setting up Financial Approval Workflows in INGENIOUS.BUILD for streamlined, transparent financial management.

Configure Project Settings: Financial Approval Workflows

A streamlined approach to managing invoices and client billing periods, allowing you to configure monthly Application Packages with ease.

Configure Project Settings: Billing Settings

This article explains how to enable Break Out Owner/Client Scope Billing Data in Project Settings and configure feasibility planning calculations to separate Base Scope and Owner Scope billing amounts.

Configure Project Settings: Budget / ACR

Learn how to edit and update your project's unit of measure and area metrics in INGENIOUS.BUILD.

Configure Project Settings: Project Sites

Learn what the Project Budget Settings does in the Master Project Budget/ACR.

How to Break Out Owner/Client Scope Billing Data

Learn how to set Approval limits for budget reallocations by Net, Gross, or Cumulative values.

Assigning Budget Reallocation Approvers based on Net Vs Gross

JD Williams

Cara Alva

Comprehensive guide to configuring your project settings for streamlined user access.

Project Settings 

This article explains how to set up and manage the Project Team/Directory to organize and collaborate with project contacts efficiently.

Building out your Project Team/Directory

Covers the process of organizing and managing your team on INGENIOUS.BUILD.

Project Team/Directory

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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