Project Management
Daily Log / Site Diary
- Add a Daily log entry
- Edit a Daily Log entry
- Remove a Daily Log entry
- Import Daily Log entries from another day
- Search the Daily Log
- Export a Daily Log report
General Correspondence Notice
- Video: General Correspondence (4:00)
- Create a General Correspondence notice
- Edit a General Correspondence notice
- Export a General Correspondence
- Share a General Correspondence notice
- Duplicate a General Correspondence notice
Material Purchase Orders
- Create a Purchase Order
- Add delivery records to your Purchase Order
- Edit a Purchase Order
- Export a Purchase Order
- Share a Purchase Order
- Duplicate a Purchase Order
Meeting Minutes
- Create a Meeting Group
- Create a new meeting and record meeting minutes
- Review the minutes of a previous meeting
- Export a Meeting Group
- Export selected Meetings
- Share a Meeting Group
Request for Information (RFI) Notice
- Video: Request For Information (RFI's) (3:56)
- Create a Request for Information (RFI) notice
- Close a Request for Information (RFI) notice
- Edit a Request for Information (RFI) notice
- Export a Request for Information (RFI) notice
- Share a Request for Information (RFI) notice
Scheduling
- Add your schedule's working days
- Create a Project item in your schedule
- Create a Task item in your schedule
- Create a Milestone item in your schedule
- Import a schedule from Microsoft (MS) Project
- Bulk assign items to contacts in your schedule