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Title
1. Introduction to Projectmates
2. Projectmates Functionality
3. Getting Started
4. Projectmates Navigation
5. Managing Documents and Files
Watch the Documents & Photos Training Video
Accessing Documents Area
Left-Side Menu Options
Actions… Menu Options
Label… Options
Search Options
Documents Log Page Options
Document Folders and Subfolders
Editing Folders
Smart Folders
Opening a File Audit Log
Editing Files and Keywords
Downloading a Single File
PDF Viewer with Collaborative PDF Markups – Add on Feature
2D Drawing Viewer with Markups - Add on Feature
3D BIM Viewer with Markups – Add on Feature
File Versions
Adding Comments
Quick Upload Method
6. Contact Manager
7. Team Directory
8. Discussion Forums
9. Photo Album
10. Action Lists
11. Agendas, Meeting Minutes and Tasks
12. Projectmates Schedules
13. Work Orders
14. Creating Project Archives
15. Construction Management
16. Construction Workflow - Request for Information
17. Construction Workflow – Submittals
18. Architectural Supplemental Instructions (ASIs)
19. Construction Workflow - Field Reports (FR)
20. Construction Workflow - Daily Field Reports (DFR)
21. Finance & Budget - Proposal Requests (PR)
22. Finance & Budget – Prime Change Orders (CO)
23. Construction Change Directives
24. Finance & Budget - Pay Apps (Invoices)
25. Finance & Budget
26. Earned Value Analysis
27. Cashflow Forecast
28. Introduction to Subcontract Modules
29. Subcontract Buy-Out/Bid Packages
30. Bid Manager
31. Virtual Bids & Plan Room
32. Managing Sub-Contracts, PCOs, and Change Orders
33. Sub-Contract Purchase Orders
34. Sub-Contract Pay Apps (Invoices)
35. Approval Process
36. Projectmates Glossary
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