Information
The information section of your Project includes all the details of this project, ranging from Name, to Address and even Electricity counter number. If you scroll further down, you arrive at the financial picture where you can enter the selling price, VAT percentage and so on.
Important: Next to some fields you can see an ‘eye’. This means that these fields will also be visible to the buyer. Fields without an eye will only be viewable internally.
Customer
Along the right-hand side you will find the customer sheet.
Contacts
Project Maintainers
When you select the project in Information, you will see a card titled ‘Contacts’. Here you can add team members as Maintainers. By doing so, you give them access to all information and features related to this project.
More information on how to add a team member with limited access rights and what they can and cannot do can be found here!
Project partners
Under the project managers window, you will find the ‘Project partners’ card. Here you can add partners with whom you want to share documents belonging to a specific unit. For example, when a customer approves a technical plan. It could then be useful to share this approved plan with anyone who will need it in the future: flooring contractor, electrician, plumber, etc.
Important: When you add a partner to a decision, this decision partner is automatically added to Project Partners.