t's important to keep your project details up to date. Fortunately, updating your project information is quick and easy, and can be done all from the 'Project Settings' page.
In this article, we'll walk you through the steps to update your project settings in Matrak, so you can make the most of our software and stay on top of your construction materials. Let's get started!
Now lets explore how from your project settings page you can:
Tip: You can use the above links to 'jump' to areas of the article you might specifically be looking to learn about. We've added a 'Back to navigation' link at each section header to quickly come back to this navigation menu.
Manage your projects account information
Updating your Project information from your 'Project settings' page is quick and easy.
To get started, simply navigate to the 'Project Settings' tab at the top of the page. Here, you'll be able to make changes to a range of project details, including the project name, owner, contact details, additional comments, as well as start and end dates.
To update any of these details, simply click on the relevant fields and make your changes. Once you're happy with your updates, click 'Submit' to apply them to your project.
By keeping your project details up to date, you can ensure that your team has access to the most accurate and current information, helping to streamline your project management process and improve collaboration.
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See what companies are actively involved in your project
The 'Companies On-Site' tab allows project administrators the ability to easily see all the which companies are actively involved in your project to help you stay on top of all the companies in your supply chain.
Simply select the 'Companies On-Site' tab from the ‘Project settings’ page to see a list of all the companies that are currently working on your project.
Seeing this information all in one place can be especially useful for project managers who need to keep track of which companies are responsible for specific parts of the project.
Manage users from an external company's project access
Matrak's project access settings allows project managers to grant or restrict access to users on specific projects, as well as to specific data within those projects.
This way, managers can ensure that each user has access only to the information and features that are relevant to their role, while also maintaining strict control over the data.
The “User Access” tab allows you to set access levels for other people on the project that you are managing.
Note: This feature is only available for users with Admin access only.
The access options are below:
Admin - can change access levels for others in the company and can download reports
Edit - can edit materials and update materials on a project
View - can only see the project with no ability to make changes
No Access - are not able to access the project
To update user access for external users in your construction tech material tracking app, follow these steps:
Navigate to the 'Project settings' page from the left-hand sidebar of your app.
Click the “User Management” tab located at the top of the page.
Look for the user whose access you want to update and select them.
Choose the appropriate project access level you want to assign to the user from the available options.
After selecting the access level, a pop-up card will appear, asking you to confirm the updated user access permission. Click 'Yes' to confirm the updated access.
Note: To manage internal colleague's project access you can do so by navigating the 'My Company” page on the left hand sidebar menu then selecting the “User Management” tab at the top of the page.
By following these steps, you can update the user access of individuals from external companies in your Matrak project network.
Invite new companies to view and edit data on your project
Inviting new companies to your Matrak project network is a simple process. This feature enables you with the flexibility to invite multiple companies to your project account — making collaboration with your stakeholders more seamless.
Inviting new companies to your project account gives them permission to view and edit data on your project.
Note: You can modify or revoke their project access at anytime from the Project Settings page.
To streamline this process, Matrak provides a user-friendly feature that allows you to easily invite new companies who do or don't have a Matrak account yet to gain access to your project.
There are two scenarios for when a new company is invited to your project. They'll either be brand new to Matrak or already have a registered company account.
To invite a new company to your Matrak project account that is not registered with Matrak,
Navigating the “Invite New Company” page and select the "Invite new company" tab from Matrak's web application.
Enter the company email address of the person at the new company you would like to invite into the text box and select “Invite”.
You will be prompted with a pop-up window. Here you'll need to fill in the required information (email is mandatory) in the form. Selecting "yes" will send the new company an invite to join your project and Matrak.
Once this user has registered their company on Matrak, they will instantly gain access to this project.
Note: The number of companies you can add to your project account will depend on your subscription tier.
How invite a company that is already registered with Matrak into your project account:
Navigating the “Invite New Company” page and select the "Invite new company" tab from Matrak's web application.
Enter the company's name you would like to invite into the text box and select “Invite”.
Selecting "yes" will send the new company an invite to join your project and Matrak.
Note: The number of companies you can add to your project account will depend on your subscription tier.
By following these steps, you can Invite new companies to view and edit data on your project.
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How to update status value and button list colours
Color coding your statuses and button list values is a great way to visually communicate the progress of your project and quickly and easily see the status of your project from your interactive drawings. An added bonus, with customizable color-coded button list values, you can create color-coded wall chart views for progress reports on your ITP checklists.
Step-by-step instructions on how to update your status and button list value colours:
Navigate to the 'Project settings' page from the left side bar menu
Click on the 'Update Status/Button List Colours' tab
Click on the individual status colour box for a status you wish to change - a custom colour pallet will appear and you can update this status colour
Once you’ve updated the colour, clicking out of the colour box will automatically save your changes.
By refreshing the page and returning to dashboard homepage, you will see new update status colours.
Note: The colors and statuses are customisable to users. However it's important to note that these colours are project based — so if there are multiple users on a project, you will all share the same status colours set by the project admin user.
By regularly updating your project information, you avoid any potential miscommunications, delays, or issues that may arise from outdated project information. This ensures that all stakeholders are informed and on the same page and have access to the latest project details.
How to export project data for documentation purposes
Matrak's software tracks and documents all material movements, logging them systematically in a detailed activity log for your records.
This activity log data can be exported from the Export Project Data tab for instant access to comprehensive overview into material activity. Allowing you to gather and share progress easily to project teams and clients.
Activity Log Export Options:
You have the option to export the following 3 types of reports from your activity log for:
All project records that've been created, deleted and transferred.
All project record updates, including all description value updates.
All record transfers on this project, including description values at the time of transfer.
💡 Note: Reports will only include the most recent 100,000 records and will only be downloaded as a CSV file.
Step-by-Step Instructions on how to export project data:
Log into your project workspace from your web browser
Navigate to the Project Settings page from the left hand side navigation bar
Click the 'Export Project Data' tab in the top menu. On this page, you'll find three options to download reports based on specific information requirements.
The following options are:Export Record History: Export a report of all records created, deleted and transferred on this project.
Export Record Description History: Export a report of all record updates on this project, including all description value updates
Export Record Transfer History: Export a report of all record transfers on this project, including description values at the time of transfer.
Once you've selected one of the three options, you'll report will download as a CSV file