Resource Center
New to Projectmates or just have a question? Learn about some of the basics, such as which site to visit, how to reset your password, and how to navigate easily through Projectmates.
Projectmates Service Status
FAQs for New Users
- Which website should I visit?
- How do I access my account?
- How do I reset my password?
- How do I navigate through Projectmates?
- How do I get the Projectmates Mobile app?
Budget
- Importing Budget from Excel
- How can I create a bid package from the budget?
- How can I create a contract from the budget?
- How can I create a purchase order from the budget?
- How can I create an invoice from the budget?
Bidding
Contracts
Purchase Order (PO)
Potential Change Order (PCO)
Change Order (CO)
Invoices
Doc Mgmt
Photos
Daily Field Reports
Submittals
Field Reports
Project Admin Functions
- What is the best practice for adding new users to my project?
- What is the difference between parking a project and marking it for deletion?
- How do I create a new project?
- What is the point of 'Team Notes, Project Picture, Useful Links and Project Info'?
- What are Required Files? What is an example of how this would be used?
Site Admin Functions
- Changing custom fields and labels
- How do I link multiple users to the same company?
- How can I add a new role based on an existing role?
- What are the different user types in Projectmates?
- How can I grant reporting access rights?
Glossary of Terms
- What is the Budget?
- What is a change order?
- What is a Potential Change Order (PCO)?
- What is a contract?
- What is a Daily Log (Daily Field Report)?