Add a lead or project checklist manually

You can add a checklist for a lead or project manually.

Step 1: Add the general information

1. Go to Leads or Projects.
2. Select the lead or project in the Quick Select section.

3. On the Lead or Project Home page, select Checklists in the QC and Safety section.

4. Select Actions > Add manually.
5. The Lead or Project number is automatically filled in, but you can change it.
6. If you're working with a project, enter the Prime Contract number.
7. Enter the Checklist name.
8. Select Next.

Step 2: Add sections to categorize items

1. If the checklist is going to have many items, create sections as follows to categorize them:
   1. Enter the Section Code.

      This is a text field. For example:

      • 01, 02, 03, ... 10
      • A, B, C, D
      • A.01, A.02, A.03, A.10, B.01, B.02
   2. Enter the Section Name.
   3. Repeat the steps above to add more sections as needed.
   4. Select Add and next.

2. If you do not need to categorize the items, select Skip.

Step 3: Add checklist items

If you do not prefer to add items in this step, select Skip.

1. In the Default information for Checklist Items section, select the Responsible Company, Responsible Contact, and Default Due Date that will be used for the checklist items.

2. For each checklist item, do the following:

   1. Optionally, if you added sections, select the Section.
   2. Optionally, update the Order number.
   3. Enter the Description.
   4. Optionally, select the Responsible Company, Responsible Contact, and Default Due Date.

      The default values are the ones selected in the Default information for Checklist Items section.

3. Select Add & Next.

Step 4: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the checklist.

If you do not prefer to add or upload files in this step, select Skip and Finish.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All Other Records

   2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

      If All Other Records is selected, the dropdown lists only features with existing linked files.

   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

      You can only link existing files that were uploaded to records within the same project or lead.
3. Select Add and Finish.