We are excited to provide our customers with a place to interact with the beta version of the new Projectmates application. Please see the FAQ below for more information.
Access the new Projectmates application by going to a new address in your Projectmates instance. See the example below:
We’ll be launching the beta test of the new Projectmates application around the 3rd quarter. Limited spots are available but we are still looking for partners to test this application.
There are plenty of new features and enhancements, however, no new major modules have been added. We really focused on the user experience, to standardize features and ensure the design is more user-friendly than the classic application.
The sunsetting of the current (or classic) version is currently undetermined.
The new Projectmates application will be available to all customers in the first quarter of 2023.
Yes, there is a period of time that you will be able to use both software applications simultaneously.
Yes, there is a period of time that you will be able to use both software applications simultaneously.
You can enter your data on either platform and it will update both systems. No double-data entry is required.
You can access your current and historical data using the new Projectmates application. The data will be transferred seamlessly so you do not need to archive and re-enter the data in the new application.
Once the classic version of Projectmates phases out, all clients will be using the new Projectmates application.
The new software mimics the current version, so you’ll find that the workflow is essentially the same. However, we have added a ton of user experience enhancements for you.
While this new application is designed to have a cleaner, more intuitive layout we will be offering online training, webinars, short videos, and a new knowledge base. Since the application is designed to be much more user-friendly and the processes are the same, it will be more natural for you to use so you may find you don’t need much training. Additionally, this site provides many step-by-step help articles and short help videos for you.
The prime contract modules and the work order module will sunset.
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