Finish setting up
12 trade boards, 5 areas, 5 lifecycle phases and 165 P6 activities with a baseline. Work down this list; each step ticks itself once it is done.
2 of 5 done
- ✓ Assign a trade lead to every board Pick each trade's lead from the people on the project (PM or CM).
- ○ Publish the client's NDA Replace the placeholder text with the client's or counsel's NDA. Open
- ○ Load the doc control drawing list Upload data, or a SharePoint connector. Open
- ✓ Load the cost report Upload data, Cost report, by WBS, area and trade.
- ○ Add people and give them roles PM, CM, superintendent, leads, foremen, contractors, client. Open
The full getting-started list (subcontracts, training rules, connectors, the first client release) is under Help.