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Bronze 5: Summary, Basic Admin & Settings (6 mins)

Track project progress, manage deadlines, customize book themes, and explore admin tools. Wrap up Bronze and get ready for the Silver level.

Updated over a week ago

This final module ties it all together. You’ll learn how to monitor progress, set deadlines, and navigate your project overview, while getting a preview of what’s ahead in the Silver series.

What You'll Learn

  • Use the Project Overview to see selection progress at a glance

  • Filter locations by “No Item Selected” to drive task completion

  • Set deadlines and track remaining time

  • Navigate tabs: Plans, Item Schedule, Books, Docs, Images

  • Explore Admin Console: user management, book themes, org settings

  • Customize “About Us” content for your design book

Summary, Basic Admin & Settings

Pro Tips

  • Use filters to complete unselected items fast

  • Deadlines help teams stay aligned

  • Admin Console lets you manage users, branding, and book layouts

  • Your Design Book and Item Schedule stay synced - always

  • Bronze gives you structure. Silver brings precision.

Congratulations on earning your Bronze Badge. I really hope you can see how Design.efficiently can change the way you manage Design/Construction Administration.

🟢 Bronze Badge (You are here)

⚪ Silver Badge (Next)

⚪ Gold Badge

In the Silver Badge Series we will look into:

  • Managing Catalog Lists

  • Items ID's, a deeper dive - in particular:

    • Assigning Suppliers & Installers

    • Assigning Procurement

    • Alternate Items

    • Dependent Items

    • Specifications

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