67 docs tagged with "tutorial"

Identify failing quality checks, fix common schedule issues, and raise your quality score above 90.

Use the AI to analyse baseline drift, view all percentage types, add variance columns, and export a professional variance report.

Use the AI to generate a complete project schedule from templates with WBS, activities, relationships, and calendars.

Add columns, apply presets, group, sort, filter, and switch themes using natural language in the AI Copilot.

Generate professional schedule, quality, and comparison narratives, then export them as Word documents.

Tutorial — use the AI Fill feature to upload a contractor PDF report and automatically extract field values into your edition, then review and accept the suggestions.

View resource assignments, identify over-allocations on the histogram, and filter resources by type.

Review a completed workflow for actions, comments, decisions, and closeout evidence in Kazinex Workflows.

Tutorial for creating mail distribution rules that automatically CC the quality team on every NCR and the design manager on every RFI.

Tutorial for bulk-selecting approved editions, running a batch PDF export, and generating a ZIP audit pack for project close-out in Report Forge.

Tutorial — upload an existing Word or PDF report template and use AI Design to generate a blueprint structure automatically, then review, refine, and publish.

Create a print-first Report Forge output with cover page, executive summary, section pages, headers, footers, and PDF export checks.

Design a Report Forge output with KPIs, charts, tables, and filters.

Tutorial for creating a workflow template with parallel review steps across disciplines, SLA enforcement, and conditional escalation to final sign-off.

Present selected schedule and project-control evidence in Report Forge using Gantt, S-curve, earned value, and risk components.

Use table and matrix components to present detailed records and cross-tab summaries in Report Forge.

Create a repeatable weekly status report from blueprint to export in Report Forge.

Create a Report Forge dashboard page with KPIs, trend chart, risk table, and filters.

Customise activity columns, apply grouping, create filters, and save presets for your ideal grid layout.

Step-by-step tutorial for importing a batch of document records into the Kazinex Workflows Document Register using the Excel import template.

Share a schedule, see live cursors, chat with team members, and review the change history audit trail.

Run a comparison between baseline and current schedules, drill into activity-level changes, and review WBS rollups.

Tutorial for building a KPI page in Report Forge using computed fields for CPI, SPI, and cost variance — with conditional formatting on KPI cards.

Tutorial for configuring conditional page visibility in Report Forge — a Variations page that renders only when rows exist, and a Critical Risks page triggered by Red severity.

Build routing rules that assign reviewers by discipline, package, document type, or responsibility.

Tutorial for defining org-level custom metadata fields, setting option codes, marking fields as required, and verifying the configuration in the document form.

Tutorial for setting up mail type configuration, approval rules, and distribution rules in Kazinex Workflows.

Tutorial for setting up organisation branding (logo, primary colour), enforcing 2FA organisation-wide, and configuring file type restrictions — all in a single setup session.

Customise quality thresholds, configure check weightage by WBS or activity code, and set up Primavera attribute mappings.

Tutorial for connecting a SharePoint Online site as the Kazinex document storage backend — OAuth authentication, site and drive selection, folder configuration, and verification.

Step-by-step tutorial for month 2 reporting — copy from the prior edition, reset period-specific sections, add new rows, and submit.

Tutorial for generating a guest share token, sending it to an external party, and monitoring their access and activity.

Build a complete project schedule using the New Project wizard with WBS, activities, relationships, and CPM calculation.

Tutorial for creating project and organisation distribution lists, adding members, and using them in correspondence and transmittals.

Build the reusable structure for a Report Forge reporting cycle.

Start a reporting cycle from a blueprint and collect structured updates.

Build a reusable review or approval route in Kazinex Workflows.

Use every Editor feature: WBS, calendars, relationships, resources, activity codes, UDFs, and schedule calculation.

Full walkthrough of the Report Forge edition status machine — Draft through Approved and Closed, including re-open, changes requested, and edge cases.

Step-by-step tutorial for bulk-importing repeating section data from Excel into a Report Forge edition — column mapping, paste behaviour, and error handling.

Tutorial for building an audit trail report showing document approvals, workflow completions, and user activity, then exporting it for an external audit or compliance review.

Tutorial for responding to a workflow rejection — understanding the rejection, uploading a corrected revision, and re-routing the document for re-approval.

Create a formal distribution record for documents or project packages in Kazinex Workflows.

Quick-reference card for all keyboard shortcuts across Navigation, Grid, Gantt, Editor, AI Copilot, and General areas.

Run a complete Report Forge cycle from edition creation to review and published export.

End-to-end tutorial for raising, routing, responding to, and closing a Non-Conformance Report using Kazinex Workflows correspondence.

Open the AI panel, query your schedule with natural language, make changes, review confirmations, and switch models.

Tutorial for configuring a single blueprint with three output templates — executive PDF, detail PDF, and data Excel — from one edition in Report Forge.

Zoom, pan, inspect task bars, drag to reschedule activities, and create relationships directly in the Gantt chart.

Tutorial for inviting a new user to Kazinex Workflows, assigning their role, granting project access, and confirming their onboarding.

Tutorial for building a multi-project portfolio dashboard in Report Forge — summary table, grouped bar chart, project slicer, and PDF export.

Configure print settings, preview the output, print to PDF, and export your schedule as XER, MSPDI, or XML.

Troubleshoot a Report Forge output with missing data, broken bindings, filters, export mismatch, or page overflow.

Complete an assigned review or transmittal response as an external participant using the Kazinex Workflows guest portal.

Start a controlled review workflow for a document or package.

Route a document through review, response, approval, and closeout in Kazinex Workflows.

Issue a transmittal, track acknowledgement, and close the distribution record in Kazinex Workflows.

Tutorial for creating a work package, linking documents, and routing the package through a complete review cycle in Kazinex Workflows.

Step-by-step tutorial for building a cumulative cost trend with a rolling average overlay using running aggregates in Report Forge.

Tutorial for creating and applying access control groups in Kazinex Workflows to manage project team permissions at scale.

Tutorial for creating an Access Control Group, restricting visibility of confidential drawings, and verifying that unauthorised members cannot see restricted documents.

Tutorial for configuring an auto-numbering scheme for a new project in Kazinex Workflows — from agreeing codes to activating the scheme.

Tutorial for configuring a Kazinex Workflows webhook — adding the endpoint, subscribing to events, testing the payload, and verifying delivery.

End-to-end tutorial for connecting a Report Forge blueprint section to a SharePoint list — OAuth, site selection, field mapping, schedule, and handling re-auth.

Step-by-step tutorial for building a scatter chart and milestone trend analysis chart in Report Forge using Planner project data.

Upload two schedule periods, mark one as baseline and one as current, and see your first comparison.

Upload a schedule, explore the dashboard, and view your first quality score in under 15 minutes.