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
  • Role-Based Training

Projectmates for PMs/CMs/Owners’ Reps

Here are several links that will guide you through what’s most important for your role.
  • General Navigation
  • My Work
  • My Projects
  • Project Dashboard
  • Project Information and Attributes
  • Document Manager
  • Project Users and Project Contacts
  • Chats (Discussions)
  • Photo Manager
  • Schedules
  • Meeting Minutes
  • Action Lists
  • RFIs/Issue Tracker
  • Submittals
  • Site Visit Field Reports
  • Project Cost Tracking Overview
  • Budgets
  • Contracts
  • Purchase Orders
  • PCOs
  • Change Orders
  • Invoices
  • Bid Management
  • Projectmates Mobile App
Role-Based Training
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Updated on November 2, 2022
Projectmates for Architects

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