About
Webinars
Release History
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

View Categories

All Categories
Categories
Task Management

Task Management

Get a handle on the schedule, checklists, and meeting minute tools available in all projects.

Schedules
Meeting Minutes
Action Lists

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