A project must be associated with an acceptance criteria template. When the schedule is uploaded, Touchstone evaluates it against the acceptance criteria metrics and calculates a score.
Note: If a project is not associated with an acceptance criteria template, the project will not display in the Submittals view and the submitter will not be able to upload a schedule.
To assign an acceptance criteria template to a project:
-
In the Navigation pane, in Hubs, click
Projects.
-
If you are in the List view, click
Switch to Detail view
in the top right corner of the view.
-
Use the
Find Project search feature at the top of the view to search for and select the project to which you want to assign the acceptance criteria template.
-
On the Configuration tab, hover over the
Acceptance Criteria Template field and click the
Edit pencil icon
to the right of the field.
The field changes to edit mode.
-
Select the acceptance criteria template from the drop-down list.
Touchstone automatically saves the change when you click out of the field.