Project Attachments

To attach a photo or file on your mobile:

• Tap + in the Project View and select Take Picture

• Select Take Photo to open your mobile camera and take a picture that will be attached to the Project

• You can also upload a photo from the Gallery, or link an existing file from Google Drive or Dropbox.

To upload a file or photo in your web account to a PROJECT:

• Click on the paper clip icon and select Attach File

  Open

  

• Select a file to upload from your local computer drive, or an existing file to link from Google Drive or Dropbox

• You can also upload a photo taken from your computer webcam

Files, Photos and Plans are listed in the Project view main screen.

Floor Plans

To upload a PDF Floor Plan in your web account:

• Click on the paper clip icon and select Upload Floor Plan from PDF

• Select a PDF floor plan to upload from your local computer drive

Note that you can add annotations (notes, free drawing,...) to Pictures and Floor Plans on your mobile.

Photo’s can be taken against the plan on the mobile.

Marked up Drawings can be added to plans via android devices only (apple does not support this function)

Workbench Jobs will sync to upvise as a project as long as the “Req. Sched.” field is ticked in Job Maintenance.

To finalise a Project, in workbench you need to tick “finalised” in Job details. The Upvise Project will Auto-archive in the next scheduled sync and no longer will be selectable on forms.

The Req. Sched flag should be retained.

Dates

Where you set a project start date in Workbench “references and dates” job maintenance, this will sync to Upvise as the start date in Upvise.

Where the date is set for today or any future date, it will be considered as "Not Started" in Upvise. It will then appear on a "Not Started" project list until the specified date passes. Once the date has passed, it will become available in the live project list.

The workbench Site address syncs to the Project address fields in Upvise.

1. Turn on control parameter “BETA FEATURE - Structured Addresses” by changing the value to “Yes”

   Turns on Structured Addresses within Workbench application and integrations allowing the address information to seamlessly sync to Upvise in the correct Address fields. You will notice now on your workbench Jobs, that the address structure is easier to read and enter data.

2. When selecting "Site Address" on the workbench job, this auto-populates the address fields on the job in workbench 

• Alternatively you can manually enter the site address details into the address fields:

  • Street Line 1

  • Street Line 1

  • Suburb

  • City

  • State

  • Country

  • Post Code

• You can also run a utility “wbUtilityInitialiseStructuredJobAddresses” to bulk populate the addresses from pre-selected site address field.

3. You can also select the “Site Contact” in the addresses tab to update your client contact in the Upvise Project.

4. After the updates have been made for the site address and site contact, click “Save” and then navigate to the upvise integration screen to trigger a sync by clicking “export/Import”. This will occur automatically every hour.

5. In upvise, you will see that the Project address and site contact is now updated, check this by:

• go to project

• click “Info”

• you will see the address and client contact are both updated

see “Map & Geocoding” to geocode your addresses below.

• Workbench Job Status syncs to Upvise Project Stage.

• Workbench Job Type syncs to Project Group, where there is a setting "Upvise Project Group Sync Basis" where you can switch this to "Profit Centre" instead if needed.

1. Project Group

2. Project Stage

See Project/ options:

This can be used for easier filtering on the web and mobile:

Below is the field mapping for Project Integration from Workbench to Upvise.