Editing a Package:
If you need to add or remove documents from a package you’ve already published, click [View / Edit Packages]via the Project Dashboard.
When in the Matrix, click [Edit Packages]and update the packages as you need. Once you’re done make sure you select [Update Packages]to finalise the changes. Finally, you’ll be prompted to add some notes and notify your subcontractors affected.
Uploading a new document:
To add a BoQ, or upload a forgotten document, head to the [Add / Delete Documents]section via the [Project Dashboard].
Upload your documents via the grey box.
After they’ve successfully uploaded, click [Open Document Matrix]to make the necessary package changes. This process is the same as before. Make sure you finish by clicking [Update Packages]to save the changes. To finalise, progress through the [Confirm & Notify]pop-up to notify any affected subcontractors.