Project Management System Documentation

• Navigating the App
  • Main Menu
• Dashboard
  • How to view Project List/Summary?
• Project Management
  • How do I create a Project?
  • How do I view a Project Dashboard?
• Log Entry
  • How do I create a Request for Information (RFI)?
  • How do I create a Submittal?
  • How do I create a Architect Supply Instructions (ASI)?
  • How do I create a Construction Change Directive (CCD)?
  • How do I create a Request for Proposal (RFP)?
  • How do I create a Proposed Change Order (PCO)?
• Report Entry
  • How do I create Payment Applications?
  • How do I create a Daily Report?
  • How do I create a Site Visit Report?
  • How do I create a Status Report?
  • How do I create Meeting Minutes?
• Management
  • How do I create a Fund Source?
  • How do I create a Company?
  • How do I create a School?
  • How do I create Contacts?
  • How do I create Trades?
  • How do I create Weather Types?
  • How do I create Ground Conditions?
  • How do I create Equipments?
  • How do I create Meeting Minutes Types?
• Administration
  • How do I add School District Logo and Name?
  • How do I add a Role?
  • User’s list