Documentation

The Schedule document primarily functions as a “wrapper” for routing attached schedule files in Word, Excel, Project, or another scheduling…
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Schedules are often created early in the project’s life cycle. To create a Schedule document: From the Project Dashboard, select…
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A PunchList document is a type of “to-do” or checklist document. Once you have a project, you can create a…
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To create a PunchList manually: From Project Dashboard, select PunchList and click Add. (optional) Change the Description. Save the document….
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Meeting Minutes documents track project meetings. A project can have as many Meeting Minutes as needed. Meeting Minutes can be…
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Meeting Minutes can be created at any time during the project’s life cycle. To create Meeting Minutes manually: From the…
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Invitation to Bid documents are used to send general information about a project to a large number of potential vendors….
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Invitation to Bid documents can be created at any time during the project’s life cycle in the following two ways:…
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A Request for Quote (RFQ) document tracks your quote request to a subcontractor/vendor, and his/her response (quote/bid). RFQs can be…
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When the same RFQ is sent to more than one vendor, a Bid Package document is used to contain information…
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