Solutions & Tools
When the project starts, it is important to keep track of myriad of tasks. Time is of essence. Here you can quickly search through articles for answers. You can learn about features such as Contracts, Invoices, Schedules, RFIs and more. It's simple.
Budget
- What is the 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?
Bidding
Contracts
- What is a contract?
- What is the difference between a contract and a purchase order?
- What is the difference between 'Contract Management' and 'Prime Contract' modules?
- What is the difference between lump sum and unit price contracts?
- What does Substantial Completion mean?
Purchase Order (PO)
Potential Change Order (PCO)
Change Order (CO)
Invoices
Doc Mgmt
Photos
RFIs
Submittals
Daily Field Reports
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?