XTEN-AV Knowledge Base
  • English (US)
Go to website
Back
Articles on:Projects
Enjoy optimized project management & 10x efficiency!

Categories

  • x.doc
  • X-Pro Project Management
  • XAVIA
  • X-Pro Service
  • X-DRAW
  • X-DRAW Editor
  • Projects
  • Change Order
  • Subscriptions
  • Registration
  • General
  • Organisation and Group Settings
  • Payments
  • Integration
  • Questionnaire
  • Refer & Earn
  • Videos
  • How can i share project with co-worker?
    Learn how to collaborate on AV projects by sharing designs, proposals, and project files.Popular
  • How to create project asset management document?
    Open the project in which you want to use the asset management document Click on the 'Asset Management' option from the right side of the menu. Once you click on it, it will lead you to the asset management page where you can edit and modify each section of asset individually. After making any changes to your document, click on the save button to save your changes. (https://storage.Popular
  • How to create and upload a floor plan for a project?
    Go to the project in which you want to create a floor plan and select the Upload/Create Floor Plans option under the Upload section. You can upload files in the following formats: .png, .jpg, .jpeg, .svg, .pdf, .dwg, and .dxf. After uploading the floor plan, click the AcPopular
  • What is chatter?
    Chatter is a feature that allows you to comment on shared projects and tag your teammates. With it, you can collaborate with your team on any project in an organized, seamless manner. Steps to Use the Chatter Feature Access the Project: Go to the project in which you want to use the Chatter feature. Open Chatter: On the Project page, click on Chatter under the Collaboration option. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963Popular
  • How to download project documents in Zip?
    Go to the project which you want to download as a Zip file. Click on the 'Download ZIP' option under the Actions option from the right side of the screen. Select the designs that you want to download as a part of the zip. You can also select the documents which you want to download in your Zip file by selecting the Include Project Documents option. Click on the Continue option. (https://storagPopular
  • How to create proposal for Project?
    Learn how to generate professional project proposals with pricing, documentation, and client-ready formats.Popular
  • How can I add a design to a project?
    Learn how to connect AV designs with projects for streamlined documentation and project management.Popular
  • How to replicate a design?
    Go to the design you want to replicate. Hover over the design, click the three-dot menu (⋮), and select Replicate Design Enter a name for the replicated design and choose the project where you want to copy it. Click on ReplicatePopular
  • How to delete Project?
    Learn how to permanently remove projects and understand the impact on associated data and documents.Popular
  • How to replicate project?
    Learn how to duplicate existing projects and speed up recurring AV system workflows.Popular
  • How to Create Project?
    Learn how to create and organize AV projects, documentation, and workflows within XTEN-AV.Popular
  • How to edit project details?
    There are two ways to update your project details: Method 1: Go to Project in which you want to update the details. Click on the Details option Once you click on it, it will option the option where you can click on the Edit Project option to edit the details. Once you click on it, iPopular
  • How to update project stage?
    Go to the project for which you wish to update the project stage and click on the 'Update stage' button under the 'Project Setting' option. Select the project stage from the given options. Click on the 'Save' button to save your changes.Popular
  • How to create a version for a design?
    Navigate to the View Design Doc page for which you want to create a version. Then, click on the View Version option located in the right side of the page. Once you click on it, you will be redirected to the Versions page. From there, you can create a new version of your design by clicking on the Create Copy of Original Design button. (https://storage.crisp.chat/users/helpdesk/websiPopular
  • How to send a project for approval?
    Learn how to submit projects for review and approval to streamline project workflows.Popular
  • How to upload attachments in a project?
    Learn how to add project files, documents, and supporting materials for team collaboration.Popular
  • If the required templates are not available, how can I design a project?
    Learn how to build AV projects from scratch when predefined templates are unavailable.Popular
  • Can I view sample drawings created by your CAD specialists?
    You can now avail of XTEN-AV’s Design & Engineering Services within your account. High-quality CAD drawings, a full range of auxiliary drafting services, and extremely precise work, layered as per guidelines, our CAD specialists ensure it all! Here are a few sample drawings created by our CAD specialists: (htPopular
  • How to download asset management documents?
    Learn how to export asset management documents for reporting, auditing, and project documentation.Few readers
  • How to Add Location and Sub-location Within Projects
    Locations and sub-locations help you organize your project structure. This will allow you to arrange buildings, floors, and rooms logically, making your project easier to navigate and manage. On the right side of your project screen, you will find the “Location” option. Please click on the "+" icon to add a location. After entering a name for your location, simply click on “*Few readers
  • How to delete designs from project
    Navigate to the All Projects page and select the project where you need to delete the designs. Select the designs you want to delete. Click on the three dots, and a pop-up window will appear. In the last option, you will find Delete Design, from where you can delete the designs. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/iFew readers
  • How to transfer your design from Sub-location to different Sub-location.
    You may sometimes need to move an existing design from one Sub-location to a different Sub-location within the same project. Follow the steps below to transfer your design easily. Select the project where your design and Sub-locations are created. Now select your design under the Sub-location, and click on the three dots (⋮). (https://storage.crisp.chat/users/helpdeFew readers
  • How To Download Project List
    Navigate to the My Project page. Under My Projects page menu, you can download the list of all your projects, including those you have completed in the past as well as the ones you are currently working on. Simply click on the XLS or PDF option to download it. “Note: It will only display the project name and its details; no additional information will beFew readers
  • How to change the Project page view from Card to List view?
    You can easily switch the Project page view from Card View to List View by following the steps below: To change the Project page view from Card to List view, click on the list view icon appear is appear next to project name Once selected, all projects and their designs will be displayed in List View format for better visibility and structured navigation. (https://storage.crisp.chat/users/heFew readers
  • How can I access all projects created by my colleagues?
    Learn how to access and collaborate on projects created by colleagues within your XTEN-AV organization.Few readers
  • How can I replicate my project?
    Learn how to copy existing projects to save time and maintain consistency across AV installations.Few readers
  • Can I share my project with another XTEN-AV user?
    Learn how to collaborate with teammates by sharing AV projects securely within XTEN-AV.Few readers
  • How to change location of design?
    Learn how to update project and design locations for better organization and project management.Few readers
  • How do I monitor project activity and updates?
    Learn how to monitor project updates, team activity, and progress within X-PRO.Few readers
  • How do I add descriptions for my project?
    Learn how to create detailed project descriptions to improve documentation and team collaboration.Few readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email
© 2026XTEN-AV Knowledge Base