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Tools

  • Bulk Operations: Upload and update objects in large quantities.

  • Clipboard: Store commonly used documents to add, upload, and move them to multiple locations.

  • Import/Export: Add and update large amounts of information at once.

  • Project Tracker: Manage multiple project dates at once

  • Bulk Object Updater (BOU): Update tasks and extended attributes (EAs) in bulk using a single blended view of tasks and EAs.

  • Project Retrofit Tool: Push changes that have been made to a specific Project Template to other already-instantiated projects using the revised template.

  • Forms and Attributes: List of all attributes and their associations to Siterra forms.

  • Archive Manager: View objects that are archived.

  • Production Plan Tables: track the number of planned milestones for a Project in a given time period.

  • Set Responsibilities: If you have the permissions to do so, assign responsibility either at the object level or at the administrative level.

  • Letter Manager: Manage automatic letter generation.

Tools that you have no permissions for may be omitted from the menu.