Once you’ve logged into your Projectmates system, there will be several areas available to you depending on your role in the system. Each of these are outlined below.
My Work
The My Work page is a Program Management tool used to easily review and take action on work that has been assigned to your user account across all of the projects you have access to. My Work can be accessed on the left side menu under the Program Management section by clicking on My Projects > My Work. Click here for more information on the My Work page,
My Projects
Any project you are assigned to will display here. To access a project, simply click on its name.
The Search bar can be used to filter projects based on project number, project name, or any other information columns being displayed. Click here for more information on the My Projects page,
Bids/Plan Room
External users can access bids they’ve been invited to from here. If you are interested in bidding on a project, click the Star Icon found to its left. To access a bid, simply click on the bid name. Click here for more information on the Bids/Plan Room page,
My Reports
Users with Reporting rights will have access to this tab. Projectmates Reports are broken into three categories: Pre-Built Reports, Ad-Hoc Reports, and My Dashboard. Click here for more information on the My Reports page.
Site Admin
Users with Site administrator rights will have access to this Icon. Site Administrators will be able to manage projects, users and site wide localization and configuration. Reach out to Projectmates support for the current copy of our Site Administrator guide.
Capital Planning
Users with Capital Planning rights will have access to this tab. Users will be able to see the list of capital planning menus and funding sources. Reach out to Projectmates support for the current copy of our Capital Planning guide.