Project

IN THIS ARTICLE

FieldDoc Portfolios are organized with Project Folders and Site Sections. Check, edit, and delete the configuration within the Project view.

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Projects

Activity records are the base unit in the FieldDoc system. Standard user Portfolios include two levels of organization so that you can more clearly organize these records. Project folders and sub-folders called, Sections, allow users to segment the activity records and roll up analytics for the contained records. This view allows you to add, edit, or remove the organization of each activity record.

Best management practices for organizing your activity records.

Activity records can only be organized within a single Project and Section.

Activity records do not need to be associated with a Project or Section.