Project Management
Plan, organize, and track your projects. Learn how to manage schedules, team collaboration, documents, and daily project activities.
By Support1 author10 articles
- SelectionsCovers creating selections, adding groups and cost codes, adding options with photos and pricing, sending to clients, client sign-off flow, and approving manually.
- ChecklistsCovers how to create checklists inside a project, add and check off items, set a default checklist for all new projects, save checklists as reusable templates, and manage templates including…
- EmailsCovers connecting your mailbox, sending emails from leads and projects, fetching previous emails, and managing conversations inside the Emails module.
- RFIsCovers creating and sending RFIs, managing recipients, tracking ball-in-court status, recording responses, and closing RFIs inside a project.
- SchedulesCovers creating schedules, adding items and groups, setting dependencies, tracking progress, using the baseline, and saving schedules as templates.
- SubmittalsCovers creating submittals, managing submittal types, adding recipients, sending for review, tracking submissions and ball-in-court status, and marking submittals complete.
- Files and FoldersCovers uploading files, creating folders, navigating the default folder structure, moving and managing files, and setting default folders for all new leads and projects.
- TimesheetsCovers logging daily and weekly timesheet entries, using the live timer, assigning cost codes, adding breaks, configuring timesheet settings, and how labor costs flow into the project budget.
- Daily LogsCovers creating daily logs, configuring default fields, adding custom fields, managing notifications, attaching photos, pulling weather data, and exporting log history.
- AllowancesCovers tagging estimate items as allowances, the Allowances module, entering actual costs, tracking overages and credits, and creating change orders from variances.