DocumentLane Projects and trade requirements
See at a glance which subcontractors are cleared to work on each project.
Setting up a project
- 1Go to Projects and click New project.
- 2Add the trades on the project and the documents each trade needs.
- 3Assign subcontractors to their trades. Archived subcontractors aren't listed.
Readiness
A subcontractor meets a requirement when they have an approved, unexpired document with a matching name. The project shows who is ready and what is still missing.
Projects, certificate details and Procore/Sage appear for construction accounts. They follow the industry chosen when the account was created.
Still stuck? Email hello@documentlane.ai.