Author: Dorothy McGovern

Schedules are often created early in the project’s life cycle. To create a Schedule document: From the Project Dashboard, select Schedule from the Documents list, and click Add. (optional) Change

A PunchList document is a type of “to-do” or checklist document. Once you have a project, you can create a PunchList manually or through automatic workflow. In addition, you can

To create a PunchList manually: From Project Dashboard, select PunchList and click Add. (optional) Change the Description. Save the document. On the Items tab, add your PunchList Items. You will

Meeting Minutes documents track project meetings. A project can have as many Meeting Minutes as needed. Meeting Minutes can be created manually or through automatic workflow. Cloned Meeting Agenda/Files With

Meeting Minutes can be created at any time during the project’s life cycle. To create Meeting Minutes manually: From the Project Dashboard, select Meeting Minutes from the Documents list, and click

Invitation to Bid documents are used to send general information about a project to a large number of potential vendors. Invitation to Bid documents usually fit into one of two

Invitation to Bid documents can be created at any time during the project’s life cycle in the following two ways: –  From the Site Menu if you are not yet working

A Request for Quote (RFQ) document tracks your quote request to a subcontractor/vendor, and his/her response (quote/bid). RFQs can be part of larger workflows, such as when RFQs are created

When the same RFQ is sent to more than one vendor, a Bid Package document is used to contain information about the quote request and all responses from the subcontractors/vendors