Solutions & Tools
Here you can quickly search through articles for answers for your questions on Projectmates Solutions and Tools.
External Connectors
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?