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)
23. Construction Change Directives
24. Finance & Budget - Pay Apps (Invoices)
25. Finance & Budget
Watch the Budget Training Video
Budget Menu
Budget Log page options
Budget Actions Drop-Down
Budget Columns
Budget Setup
Create a New Line Item
Import/Export Line Items from Excel
View/Edit Budget Line Items
Audit Logs
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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