When you select the CSI Maintenance tool, the corresponding part appears. Columns CSI Code The 5- or 6-digit Construction Specification Institute code. Description A short description of the CSI code.
When you select the CSI Maintenance tool, the corresponding part appears. Columns CSI Code The 5- or 6-digit Construction Specification Institute code. Description A short description of the CSI code.
To add CSI codes: In Manage | CSI Maintenance, click Add a row. In CSI Code, enter a code. In Description, enter the corresponding short description. In Extended Description, enter
The Programs tool located on the Manage tab allows you to set up and list Program codes with descriptions that can be used to organize projects. By placing any number
When you select the Programs tool, the Program List appears. Columns Program ID Any combination of numbers and letters used to identify the program. Program Name A description of the
To add Programs: In Manage | Programs click Add a row. Enter a Program ID and a Program Name to describe the program. Accept the row. Repeat steps 1-3 as
Once a program has been added, you can expand the program to get to Detail view and add projects to the program. This method is the only way to add
The Reference tool allows you to set up references and global references that can then be used to categorize documents. Considerations for References When creating your list of references, you’ll
When you select the Reference tool, the Reference and Global Reference lists appear. Columns Doc Type The document type to which the reference can apply. If left blank, the reference
To add a reference: From Manual | Reference | Reference List, click Add a row. Select a Doc Type from the drop-down list. In Reference, enter a description. (optional) Enter
The Region Maintenance tool allows you to define regions than can then be assigned to vendors. Regions can be whatever works best for you, whether area codes, ZIP codes, geographical