Project Management
Plan, organize, and track your projects. Learn how to manage schedules, team collaboration, documents, and daily project activities.
By Support1 author11 articles
Managing Your Leads Pipeline - Track Every Opportunity from Inquiry to Signed ContractCovers navigating the Leads Pipeline, creating and managing leads, customizing stages, using automations, filtering views, and converting leads to active projects.
Selections - Get Client Sign-Off on Finishes and Material ChoicesCovers creating selections, adding groups and cost codes, adding options with photos and pricing, sending to clients, client sign-off flow, and approving manually.
Checklists – Standardize Project Setup and Track Work ItemsCovers 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…
Emails – Manage Client Conversations Without Leaving StructurCovers connecting your mailbox, sending emails from leads and projects, fetching previous emails, and managing conversations inside the Emails module.
Handling Questions and Clarifications with RFIsCovers creating and sending RFIs, managing recipients, tracking ball-in-court status, recording responses, and closing RFIs inside a project.
Keeping Projects on Track with SchedulesCovers creating schedules, adding items and groups, setting dependencies, tracking progress, using the baseline, and saving schedules as templates.
Managing Submittals and ApprovalsCovers creating submittals, managing submittal types, adding recipients, sending for review, tracking submissions and ball-in-court status, and marking submittals complete.
Organizing Project Documents and FilesCovers uploading files, creating folders, navigating the default folder structure, moving and managing files, and setting default folders for all new leads and projects.
Time Tracking for Field and Office TeamsCovers 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.
Tracking Daily Progress - Daily Logs Made EasyCovers creating daily logs, configuring default fields, adding custom fields, managing notifications, attaching photos, pulling weather data, and exporting log history.
Allowances - Track Client Selections and Manage Cost VariancesCovers tagging estimate items as allowances, the Allowances module, entering actual costs, tracking overages and credits, and creating change orders from variances.