From the Project Settings page, you can manage various aspects of your project, ensuring efficient project management and collaboration.
The Project Settings page features several tabs:
Project Settings: Manage key project information
Project Directory: Manage all companies and collaborators actively involved in your project workspace
User Access: Manage or restrict access for users
Invite New Company: Invite new companies to your project workspace
Update Status Buttons/ List Colours: Customise colour-coded buttons and list values
Integrations: Manage and enable Procore Matrak Deliveries integration
Orders: Enable or disable orders on your project
Export Project Data: Export project record, record description and record transfer history data sets for reporting or backup purposes
Find out below how you can use each of these tabs to maintain control over your project settings, enhance collaboration, and ensure efficient project management within Matrak
Project Settings: Manage Your Projects Account Information
Keeping your project details up to date ensures your team has access to the most accurate and current project information.
You can always update your project information from your 'Project Settings' page.
Step-by-Step Instructions to Update Project Account Information
Step-by-Step Instructions to Update Project Account Information
Access the Project Settings Page: Navigate to the 'Project Settings' page from the main menu.
Open the Project Settings Tab: Click on the 'Project Settings' tab located at the top of the page.
Update Project Details: In the 'Project Settings' tab, you can update various project details:
Project Name: Click on the project name field and enter a new name.
Owner: Add a new project owner.
Contact Details: Update the contact information for the project administrator
Additional Comments: Add or modify any comments related to the project.
Start and End Dates: Adjust the project start and end dates by selecting the new dates from the calendar.
Save Your Changes: Once you have made the necessary updates, click the 'Submit' button to apply the changes to your project.
By following these steps, you can efficiently update your project information to ensure all details are current and accurate.
Project Directory: See What Companies Are Actively Involved in Your Project
The Project Directory tab allows you to manage all companies and collaborators involved in your project. This central hub helps you:
View all active companies: Instantly see which companies are currently involved in your project.
Update subscriptions and seats: Easily manage collaborator seats from this tab.
Step-by-Step Instructions On How to Assign a Collaborator Seat
Step-by-Step Instructions On How to Assign a Collaborator Seat
Collaborator seats are included in some subscription tiers, allowing you to invite companies to collaborate on your project if they don't have their own Matrak subscription.
To assign a collaborator seat from your Project Directory:
Navigate to the Project Settings: Use the left-hand sidebar menu to go to the Project Settings page.
Select the 'Project Directory' Tab: Click on the Project Directory tab to access and update collaborator details.
Grant Collaborator Seat For Existing Companies: In the Subscription column, tick the box next to the specific company to grant them a collaborator seat and access to your project.
Add a New Company to collaborate: If the company is not part of the Matrak network, go to the 'Invite New Company' tab and enter a company name or contact email to add the new company.
By following these steps, you can easily manage project collaborators or companies to your project, ensuring everyone has the appropriate level of access directly from your Project Directory.
User Access: Manage Users From your Company's Project Access
The User Access tab in Matrak's project settings is where you can manage or restrict access for any internal colleagues in the project workspace. This feature ensures each user has the right access levels to information, helping you keep control over your project data.
💡 Note: To manage internal colleague's other projects 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.
Access Levels:
No Access: User cannot view or interact with any records.
Read: Can view records but cannot add, edit, or delete.
Edit: Can view, add, and edit records.
Admin: Can view, add, edit, and delete records, as well as configure record types and project settings.
Step-by-Step Instructions On How to Update User Access
Step-by-Step Instructions On How to Update User Access
Navigate to Project Settings: Go to the 'Project Settings' page from the left-hand sidebar menu
Open the User Access Tab: Click on the 'User Access' tab located at the top of the page.
Select the User: Find and select the user whose access you want to update.
Choose Access Level: Select the appropriate project access level from the available options.
Confirm Changes: A pop-up card will appear, asking you to confirm the updated user access permission. Click 'Yes' to confirm the changes.
By following these steps, you can update the user access of individuals from external companies in your Matrak project network.
Invite New Companies: Invite a New Company to Your Project
Expand your project network by inviting new companies to your project workspace, whether they already have a Matrak account or not.
Use the Invite Companies button in your Project Directory for seamless management of collaborators within your project workspace.
💡 Note: When you invite new companies, new users automatically gain view and edit permission project data. You can modify or revoke their project access at anytime from the Permissions page.
Step-by-Step Instructions to Invite New Companies to Your Project Workspace
Step-by-Step Instructions to Invite New Companies to Your Project Workspace
Access the Project Settings Page: Navigate to the 'Project Settings' page from the main sidebar menu.
Select the 'Project Directory' Tab: Click on the 'Project Directory' tab to begin the invitation process.
Select the 'Invite Company' Button: Click on the 'Invite Company' button located in the top right-hand corner of the page. An invite pop-up window will appear.
Enter the Company: Type the name of the company you want to invite into the text field.
For Existing Matrak Accounts:
If the company already has a Matrak account, their details will appear in a dropdown list. Select them from the dropdown list.
Choose whether to use one of your collaborator seats to pay the subscription on behalf of this new company for your project, or let them handle their own subscription.
Select their project access levels and click 'Invite and Configure' to invite the company to your project workspace.
For New Matrak Accounts:
If the company does not have an existing Matrak account, type the company name into the text field. Enter the associated email for a dedicated project admin for the new company.
Choose whether to use one of your collaborator seats to pay the subscription on behalf of this new company for your project, or let them handle their own subscription.
Select their project access levels and click 'Invite and Configure' to invite the company to your project workspace.
The project admin will receive an invitation email to register their company on Matrak, giving them instant access to your project.
Configure Permissions: After sending the invite, you'll be directed to the 'Advanced Permissions' page. Here, you can configure permission levels for all record types, descriptions, or fields on the project.
Full Access: This company can add, edit, delete records, configure this record type, and manage permissions.
Edit: This company can add, edit, and delete records, but cannot configure this record type or manage permissions.
Read Only: This company can view records but cannot add, edit, or delete them. They cannot configure the record type or manage permissions.
Restricted: This company has no visibility of this record type or these records.
By following these steps, you can efficiently invite new companies to collaborate on your project, enhancing teamwork and data management.
Update Status and Button List Colours
Colour coding your statuses and button list values is an effective way to visually communicate the progress of your project. This feature allows you to quickly and easily see the status of your project directly from your interactive drawings.
Step-by-Step Instructions for Updating Status and Button List Colours
Step-by-Step Instructions for Updating Status and Button List Colours
Navigate to the Project Settings Page: Go to the 'Project Settings' page from the left sidebar menu.
Select the 'Update Status/Button List Colours' Tab: Click on the 'Update Status/Button List Colours' tab.
Change the Status Colour: Click on the individual status colour box for the status you wish to change. A custom colour palette will appear, allowing you to update the status colour.
Save Your Changes: 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 colours 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 leveraging customisable colour-coded button list values, you can create a more intuitive and efficient way to manage and monitor your project's progress.
Integrations: Matrak Deliveries Procore Integration and Setup
Matrak is an official integration partner with Procore to create the 'Matrak Deliveries' integration, enabling Procore customers to seamlessly connect their Matrak and Procore projects. This integration ensures that delivery status updates tracked in Matrak are automatically reflected in Procore’s Delivery Log.
How It Works:
Matrak Deliveries for Procore automates the addition of entries into the Procore Delivery Log whenever there are status changes in Matrak. Users can configure settings to specify which projects to connect and determine which statuses across Containers, Deliveries, or Material Types should be synced to Procore. Additionally, status updates from Matrak can be set to automatically populate in Procore’s Site Diary.
Integration Requirements:
Matrak Access: You must have 'Administrator' access in Matrak for the project you wish to connect to Procore.
Procore Account: You must have an active Procore account.
Required Procore Tools: The integration requires the Daily Log tool in Procore.
Step-by-Step Instructions for Setting Up Your Procore Integration in Matrak
Step-by-Step Instructions for Setting Up Your Procore Integration in Matrak
Sign In to Matrak: Open the Matrak web application and log in.
Select a Project: Choose the project you want to integrate (ensure you have Administrator access).
Go to Project Settings: Navigate to the 'Project Settings' page from the left-hand side navigation bar.
Access the Integrations Tab: Click on the 'Integrations' tab within the Project Settings.
Sign In to Procore: Click the 'Sign in to Procore' button, which will redirect you to the Procore login page.
Authenticate Procore Account: Log in to your Procore account. This will integrate the two platforms and redirect you back to Matrak.
Select Procore Project: To finalise the integration, select the Procore project you’d like to integrate with Matrak.
Streamline project management and enhance collaboration with the Matrak Deliveries Procore Integration. This integration consolidates delivery data into a single platform, providing real-time job site insights to all stakeholders. Improve delivery outcomes, boost productivity, and eliminate duplicate data entry for a more efficient and effective construction process.
How to Enable Orders on Your Project
The Place Order tab is to enhance the management and procurement of materials for your construction projects. Whether you need to source materials from a single project or use the multi-project view to procure across multiple projects, this workflow streamlines the process.
💡 Note: To enable orders on a project you need to be an administrator on the project. If you'd like to enable orders on the project you're working on, reach out to your project administrator.
Step-by-Step Instructions on How to Enable Orders on Your Project:
Step-by-Step Instructions on How to Enable Orders on Your Project:
Navigate to project settings: Navigate to the 'Project Settings' button on the button of your left side bar navigation menu.
Click to enable orders: Click on the 'Orders' tab.
Submit to enable orders: Check the 'Orders enabled' box and then click the 'Submit' button to enable orders for the current project.
Manage your 'Orders' tab: You will now see an 'Orders' tab in your left hand side bar navigation menu, this is where you can manage all of your draft, pending approval, approved, rejected and completed orders.
Note: To facilitate order placement across various projects, it's crucial to have project administrators enable the "Orders" feature within their project settings. Once this setting is activated, administrators gain access to the orders page, allowing them to manage incoming orders efficiently.
For large projects enabling orders may take a few minutes to create and organise the appropriate data and sheets.
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 a comprehensive overview into material activity.
You have the option to export the following 3 types of reports:
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.
💡 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:
Step-by-Step Instructions on How to Export Project Data:
Log Into Your Project Workspace: Access your project workspace from your web browser.
Navigate to the Project Settings Page: Use the left-hand side navigation bar to go to the 'Project Settings' page.
Select the 'Export Project Data' Tab: Click on the 'Export Project Data' tab in the top menu.
Choose the Export Option: Choose one of the three options to download reports based on specific information requirements.
Download the Report: Once you've selected one of the three options, your report will download as a CSV file.
By following these steps, you can easily export the necessary project data for your records and reporting needs.