Title
1. Introduction to Projectmates
2. Projectmates Functionality
3. Getting Started
4. Projectmates Navigation
5. Managing Documents and Files
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)
Change Order Menu
Creating a New Change Order
Viewing the Change Order Log
Viewing an Existing Change Order
Printer Friendly Change Order
COs - Email Notifications for New / Overdue Items
Responding to a Change Order
Linking COs to the Budget
Voiding a Change Order
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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