All Categories
Introduction
Interested in learning more about Projectmates? Learn about our high-level features, our hosting, security and our implementation process.
Getting Started
Learn how to login to Projectmates, the My Work Screen and how to navigate the platform.
My Teams & Chats
Learn how to navigate to team contact info and host project related discussions all on the Projectmates platform.
Documents & Photos
Get acclimated to the numerous features that make hosting all project files and photos on one platform easy and streamlined.
Task Management
Get a handle on the schedule, checklists, and meeting minute tools available in all projects.
Cost Management
Learn how Projectmates allows you to manage the entire financial Lifecyle of your project from estimated budgets through final invoice payments.
Bidding
Get a glimpse at how easy it is for owners and bidders alike to manage bids and submit bids with our two-way bidding system.
Construction Management
Learn to leverage key field-to-office tools that make managing RFIs, Submittals, and Field Reports as easy as pie.
Reporting
Dive into Projectmates real-time pre-built and ad-hoc reporting tools and maximize your portfolios via dashboards and exports.
Capital Planning
Learn how to bring clarity to your capital improvement program with a comprehensive suite of capital planning tools.
Asset Planning
Learn to control how detailed asset information is tracked for faster and more effective building management.
Integrations & Add-Ons
Maximize automation via integrations that allow Projectmates to seamlessly communicate with other programs.
Role-Based
Training
Prioritize tools that matter most to you by reviewing training items broken down by categories.
Best
Practices
Get a sneak peek into how our subject matter experts and clients make use of key tools and draw inspiration from those who think outside the box.
