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