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Project Management Features
Project Management Features
RFIs, Change Orders, Tasks and more.
18 articles in this collection
Written by
Julien Lavy
and
Danny Ballance
Tasks (PRO)
Adding & Managing Tasks
Tasks - Adding, Editing, Assigning, Managing & Deleting.
Written by
Danny Ballance
Updated over a week ago
Tasks in Calendar
Creating, showing tasks in Calendar
Written by
Danny Ballance
Updated over a week ago
Task Lists & Templates
Making task lists easy. Create templates, copy from existing.
Written by
Danny Ballance
Updated over a week ago
Look Ahead Export
Look Ahead Task Flow Chart and Export
Written by
Danny Ballance
Updated over a week ago
Purchase Orders (POWER)
Purchase Orders - Approval Workflow
How to use the PO approval workflow. Setup approval and increase budget tracking. Notify PM, approvers and email approved PO to vendors only
Written by
Julien Lavy
Updated over a week ago
Company Settings - Purchase Orders
Setup your PO to work for you. Numbering, billing address, taxes, approval and threshold. PO workflow. Visibility on liability/budget.
Written by
Julien Lavy
Updated over a week ago
Purchase Orders - Taxes
How to add taxes, how to remove taxes, how to choose which tax types to apply. Dealing with taxes in your PO. Fret, service and carriage.
Written by
Julien Lavy
Updated over a week ago
RFIs (POWER)
Adding and Assigning RFIs
Start an RFI, choose an RFI manager and Assignees.
Written by
Danny Ballance
Updated over a week ago
Responding to an RFI
Send RFIs to receive responses from Users and Contacts.
Written by
Danny Ballance
Updated over a week ago
Finalizing and Distributing RFIs
Save final RFI response(s) and email to key stakeholders.
Written by
Danny Ballance
Updated over a week ago
Exporting RFIs
Download / Export and Share RFIs
Written by
Danny Ballance
Updated over a week ago
Change Orders (POWER)
Adding Change Orders
Change order fields and starting a change order.
Written by
Danny Ballance
Updated over a week ago
Potential Change Orders
Creating Potential Change Orders or PCOs
Written by
Danny Ballance
Updated over a week ago
Change Order Cost Breakdown
Change Order Lump Sum versus Itemized Breakdown
Written by
Danny Ballance
Updated over a week ago
In-App Change Order Responses
Approving, Rejecting and Responding to Change Order or PCOs
Written by
Danny Ballance
Updated over a week ago
Email Change Order Responses
Respond to a Change or Potential Change Order from Email.
Written by
Danny Ballance
Updated over a week ago
Change Order Recipients
Send a Change Order to Internal or External stakeholders
Written by
Danny Ballance
Updated over a week ago
Referencing and Exporting Change Orders
Referencing RFIs and Potential Change Orders. Exporting Change Orders
Written by
Danny Ballance
Updated over a week ago