Default category libraries make managing construction projects easier by harmonizing processes and saving time.
Defining Your List
Access Settings: Go to the organization's settings, then to the "Templates" section.
Category Definition: Enter the "Templates" tab under "Elements" to edit categories.
Importance of Early Definition: Editing the library will only affect new projects.
Category Translation: Adapt categories for better understanding in the field.
Project-Level Flexibility: Modify the list at the project level without affecting the organization or workspace library.
Optional Use with Modules: The library is optional, making descriptions mandatory only in certain cases.
Best Practices
1. Master the Category Concept
Categories represent standard defects for each trade.
Clearly formulate categories with an action verb and the relevant object.
Add photos or comments for additional details after selecting a category.
2. Differentiate Category from Comment
Categories are predefined standard observations.
A comment is a manually added detailed description for each observation.
3. Limit the Number of Categories
Restrict the list to a maximum of 20 categories per batch.
Omit location details in categories; use the marker on the plan instead.
4. Limit Editing Rights
Restrict library editing to 1 or 2 users to maintain consistency.
These rights are reserved for organization administrators, project administrators, and project editors.