User Guide/⏳Using Stackd/Projects/Project Details

Project Details

Add Design Information

Watch the Video
  1. Navigate to “Projects”
  1. Select the project you want to open from the project list
  1. Navigate to “Design Information”
  1. Complete all required fields and any optional fields where information is available
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If the applicable Authority Having Jurisdiction is not available, add it in
Lists
  1. Selected Schedule Requirement document types are tracked in the Letters of Assurance (LOA) column on the Projects list page
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  1. Click “Save Changes”
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Design Information must be completed before adding Codes & Guidelines or a Risk Assessment, as available fields depend on it.
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Adding Project Tags improves filtering. If a required tag is not available, see
Tags.

Add Codes & Guidelines

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Design Information must be completed before adding Codes & Guidelines.
Watch the Video
  1. Navigate to “Projects”
  1. Select the project you want to open from the project list
  1. Navigate to “Codes & Guidelines”
  1. Select all applicable codes and guidelines
  1. Click “Save Changes”
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Codes and guidelines can be managed in
Lists.

Add Risk Assessment

⚠️
Design Information must be completed before adding a Risk Assessment.
Watch the Video
  1. Navigate to “Projects”
  1. Select the project you want to open from the project list
  1. Navigate to “Risk Assessment”
  1. Use “Populate from template” field if desired, or complete all applicable fields manually
  1. Click “Save Changes”
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This will create a Risk Assessment document, which can be found within the project document list.
  1. Create a template by selecting “More Actions”
 
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  1. Edit an existing template using the ellipsis menu
 
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If required Engineer of Record or Engineer in Training roles are missing, see
Manage Roles & Permissions.

Add Custom Line Items to Project Timeline

Watch the Video
  1. Navigate to “Projects”
  1. Select the project you want to edit from the project list
  1. Navigate to “ Project Timeline”
 
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  1. Click the first empty row in the table
  1. Enter the required information
  1. Press the “Enter” key to save the entry
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The date and author fields are system-generated and cannot be edited.
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Custom timeline entries cannot be edited or deleted once saved.

Edit a Project’s Details

Watch the Video
  1. Navigate to “Projects”
  1. Select the project you want to edit from the project list
  1. Select “Edit” from the
    Project Actions Bar
 
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  1. Update project settings, including the primary contact, location details, and project information from the slide-over panel
  1. Click “Save Changes”