Add a lead or project checklist manually

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

Step 1: Add the general information

1. Go to Leads or Projects.
2. Select the lead or project.
3. On the Lead or Project menu, under QC and safety, select Checklists.
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

If the checklist is going to have many items, consider categorizing them using sections.

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

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. Add more sections as needed.
4. Select Add and next.

Step 3: Add checklist items

1. If the responsible company, responsible contact, and due date are the same for all or most of the checklist items, select them in the Default information section.

   The selections are automatically used for each checklist item, but they can be changed.

2. Select the Section if you added sections in the earlier steps.
3. Enter the Order number and Description for each checklist item.
4. Optionally, enter the responsible company, contact, and due date.
5. Select Add and next.

Step 3: 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.