Introduction

  • What is Projectmates?
  • Projectmates Implementation
  • General FAQ
  • Beta Tester FAQ

Getting Started

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

My Team/Chats

  • Project Users and Project Contacts
  • Chats (Discussions)

Documents and Photos

  • Document Manager
  • Photo Manager

Task Management

  • Schedules
  • Meeting Minutes
  • Action Lists

Cost Management

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

Bidding

  • Bid Management
  • Bids and Plan Room

Construction Management

  • RFI/Issue Tracker
  • Submittals
  • Daily Field Reports
  • Site Visit Field Reports
  • Asset Planning
  • Custom Apps

Reporting

  • Reporting Dashboard
  • Ad Hoc Reporting

Role-Based Training

  • 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
  • All Categories
  • Getting Started

Project Information and Attributes

On this page
  • What is the Project Information and Attributes Feature?
  • Navigating and Updating Project Information Attributes
  • Changing the Primary Project Administrator

What is the Project Information and Attributes Feature? #

Projectmates can be configured to track important project information, including: Project Address, Project Manager, Fiscal Year Start, Type, Prototype and more. The Projectmates site administrator can configure the desired fields with a name and specify whether the field is a Text box, drop down, date, currency field and more. This gives you the customer to really track the important data with the project and report on these key attributes.

Navigating and Updating Project Information Attributes #

  1. To access Project Information/Attributes, from inside the project. Click the “I” icon to the right of the project name in the upper left corner of the screen.
  1. The Project Information/Attributes area is broken down by multiple tabs for ease of viewing. The names of these tabs may be different based off the Projectmates customer you are accessing. Click on each of the tabs to see the Project Attributes in those tabs.
  1. To update project information or attributes, simply click in one of the cells and update the desired information. Click save in the upper right corner to save the changes.

Please note: You will need appropriate access rights to edit information. Users without edit access rights, will only have read only access to the project attributes.

Changing the Primary Project Administrator #

  1. As a site administrator or primary admin, you are able to change the primary project administrator. From the project/attributes screen simply select the new project admin from the dropdown list of available users.

  1. Click the save button in the upper right corner to update the changes.

Getting Started
Was this helpful?
Still stuck? How can we help?

How can we help?

Updated on August 5, 2022
Project Dashboard

Powered by BetterDocs

On this page
  • What is the Project Information and Attributes Feature?
  • Navigating and Updating Project Information Attributes
  • Changing the Primary Project Administrator

Follow Us

© Copyright 2022 Systemates, Inc. - Part of Hexagon All Rights Reserved