About
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Support

About
Webinars
Release History
Support

Introduction

2

What is Projectmates?
General FAQ

Getting Started

7

Logging In
General Navigation
My Work
My Projects
Project Requests
Project Dashboard
Project Information and Attributes

My Team/Chats

2

Project Users and Project Contacts
Team Discussions

Documents and Photos

2

Document Manager
Photo Albums

Task Management

3

Schedules
Meeting Minutes
Action Lists

Cost Management

7

Project Cost Tracking Overview
Budgets
Contracts
Purchase Orders
PCOs
Change Orders
Invoices

Bidding

2

Bid Management
Bids and Plan Room

Construction Management

8

RFI/Issue Tracker
Submittals
Daily Field Reports
Site Visit Field Reports
Asset Planning
Custom Apps
Projectmates Connector for Procore
Projectmates Connector for PlanGrid

Reporting

2

Reporting Dashboard
Ad Hoc Reporting

Role-Based Training

5

Projectmates for PMs/CMs/Owners’ Reps
Projectmates for Architects
Projectmates for Contractors
Projectmates for Owner Executive Team Members
Projectmates for Owner Finance / Accounting Team Members

Drawings Tool

1

Drawings Tool

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Getting Started

Getting Started

Learn how to login to Projectmates, the My Work Screen and how to navigate the platform.

Logging In
General Navigation
My Work
My Projects
Project Requests
Project Dashboard
Project Information and Attributes

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