The Project Information Management module allows you to manage all documents associated with your Projects, provides Project control to monitor project change.

The documents are all stored within the Document Store in their original format, such as email, Word, Excel, pdf, MS Office or Drawings. You can access them via your web browser and share them securely with people in your business – and with external project team members, if needed.

Project Information Management allows you to create your own set of project folders, which contain all project documentation. The main listing pane (see below) shows you the list of available documents (all are the latest version) and can be sorted, formatted and filtered as needed.

The Project Information Management features:

  • You can upload documents with a single click on the ‘Add’ button
  • You can ‘drag and drop’ documents into the Document Store or search for a document using the ‘Add’ function. Any duplications or revisions are flagged for you to address
  • You can add as many tags to the document as you need – in the screenshot below, 12 tags are used, ranging from ‘document type’ to ‘project’. Adding tags makes sure that your documents are displayed in the right folder. In fact, tagged information can be displayed in several folders from a single source. You can also use tags to search and retrieve documents quickly
  • You can create and store document templates – and you can set them so that the system automatically populates certain information fields
  • All file formats are supported, so you can view and edit your document in its native application. The document is held within Summit in its original format and is referenced in the database with relevant tags, for display, ownership and searching purposes
  • When you work on a document, you ‘check out’, which locks it for editing – other users can view it but can’t make any amends to it until you have ‘check in’. You can set the system so that amended content enters a workflow, to make sure that it is authorised before publishing.
  • Version control is simple and you can be confident that all users are working from the same central source for drawings, notes, contracts, calculations and any other project-related files. So you can always be confident that what you see on screen is the latest version. The full revision history is stored securely (see screenshot below) – you can even see who has read what and when
  • You can email documents quickly and easily from the Document Store – you can also email multiple documents as a single package
  • The search facility is very flexible. You can search for a particular word or phrase within a folder, or within the system. For example, if you type in ‘knotweed’ (see screenshots below, you will be presented with ‘snippets’ from documents where the word appears. You can also increase the complexity of your search by using ‘AND’ and ‘OR’ string searches, wildcard searches and tag values

Contact RedSky

Find out more about Project Information Management or any of RedSky’s construction-specific software solutions.

Call 0203 002 8700

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