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
- How can I import my project budget from an Excel template?
- 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
Field Reports
Submittals
Project Admin Functions
- What is the best practice for adding new users to my project?
- How do I create a new project?
- What is the difference between parking a project and marking it for deletion?
- How do I copy from a template to an existing project?
- How can I update modules in existing projects using the Copy process?
Site Admin Functions
- What are the different user types in Projectmates?
- How do I Deactivate a User?
- How do I Create a New User?
- How can I grant Reports access to a user?
- How do I link multiple users to the same Company?
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 Field Report?