INGENIOUS.BUILD

Learn how to create and manage Dictionary Items to standardize data, organize Custom Attributes, and improve project consistency.

Project Settings: Dictionary

Workspace Settings: Financial Governance

Learn how to use the Reporting Module and who can access reports.

Workspace Reporting

This article will list the URLs that may need to be whitelisted in order to ensure access to them.

What domains should we whitelist in our network to ensure access to Ingenious?

Mariah Eve Taborada

Taylor Vickhammer

Ala Abdelhamid

Setup your company's workspace with contacts, employees, account types and company settings. 

Workspace and Company Settings Configuration

Invite an Owner to collaborate on a project.

Invite an Owner as a Collaborator

Learn how to create and submit a proposal after accepting an RFP in INGENIOUS.BUILD.

Creating a Proposal

This article gives you step-by-step guidance on how to create a Main Contract as a GC.

Creating a Main Contract as a GC

JD Williams

Efficiently manage project collaboration, proposals, and contracts with ease.

Collaborators Accessibility

Add or edit general information and preferences about your company.

Setting up your Company Information & Preferences

Add/edit business units within your company's workspace.

Setting up your Business Units

List all of your office locations so that you can assign your employees to the correct locations!

Setting up your Office Locations

This guide provides step-by-step instructions for adjusting the header, footer, logo, and accent colors for PDFs in INGENIOUS.BUILD. These settings help maintain a professional and cohesive appearance for all your…

Adjusting your settings for PDF exports

How to adjust and set your company's working hours

Setting your Company Working Hours

How to create a trusted domain to allow or limit users within your organization to join your company's workspace

Creating Trusted Domains

Configure SSO for your INGENIOUS workspaces to improve security, save time, and increase productivity for users and organizations.

Configure Single Sign-On (SSO)

Learn how to enable and customize the Automated Financial Project Health Widget in INGENIOUS.BUILD to instantly track a project's financial status on the Project Dashboard.

Workspace Settings: Project Financial Health

This article explains how to configure a Meeting Minutes Disclaimer in INGENIOUS.BUILD.

Configure Workspace Settings: Meeting Minutes

Learn how to create and manage Custom Attributes in Ingenious Build to organize project data, streamline workflows, and enhance reporting.

Custom Attributes

Comprehensive guide to configuring your company’s settings and Single Sign-On (SSO) for streamlined user access.

Company Settings Configuration

Easily manage job roles and labor rates for employees in your company workspace on INGENIOUS.BUILD.

Adding Roles and Labor Rates

This guide will ensure that you can effortlessly invite team members, set their permission levels, and efficiently manage their details.

Adding and Managing Employees in Your Workspace

Defining, customizing, and assigning roles to your team members, ensuring clarity in responsibilities and permissions.

Configure Project Roles

Learn how to manage employee access to projects.

Access Control

Carmela Flores

Jackie Weinstein

A complete guide to managing employees within your workspace on INGENIOUS.BUILD.

Employees

Add New Company

This article provides an overview and step-by-step guide for adding and managing external contacts in your company's workspace using the Contacts feature.

Add New Contact

This article details managing contacts and companies in INGENIOUS.BUILD, focusing on adding contacts, linking trusted domains, and ensuring seamless workspace setup.

How to Import Contacts

Gain a better understanding of companies, contacts, and vendor management issues in INGENIOUS.BUILD.

Contacts FAQs

This collection guides you through essential steps for managing contacts and companies on INGENIOUS.BUILD.

Contacts

Find answers and get help from Intercom Support and Community Experts

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