How do I add files to a Project?

Files can be added to a Project using multiple methods.  Most commonly, files are added to a project through associated items (such as an Estimate, Punch list or other module) that are assigned to the same Project.  To upload one or more files directly to a project, go to:

 

  • Menu > Files & Photos > Select the folder where you want to upload the files.  You can create a new folder within the Project folder by clicking New Folder.  Once the desired location is selected, click Upload Files.

 

  • The new screen gives you the option to assign tags to the files you are about to upload as well as add any notes.  From here you can also select the Project that the files will be associated with.  Once ready, click Add an Attachment.

 

  • The new popup allows you to click “Add Files” to select the files from your computer or you can drag and drop them into the popup.  Once you do so, click Upload All files. Depending on the file size, it could take several minutes for the files to transfer.  Once finished, you are taken back to the details screen.  Click Submit to Save the files.

 

You can also send files directly from your app to a project.  From your gallery of an image on your phone, go to Send To > Contractor Foreman.  You will then be prompted to selected a Project to associated with the files.

While viewing files associated with a project, keep in mind that you cannot delete files that are part of another module.  You have to delete it at the source.  Meaning, if you notice a blurry image while in Files & Photos and decide you want to delete it, you may not be able to if it is an Associated image.  That means that it is a file associated with another module.  In that case, you have to go to the source which could be an Estimate (where the image was originally added).  These prevents someone from deleting files that someone else in the company may see as important and necessary.