Help Center Home
Go to ProjectTeam.com
General Navigation
General Navigation
Getting Started
My Page
Projects
Logs
Forms
Files
Photos
System Forms
Budget Amendments
Budget Items
Change Orders
Contract Exhibits
Contracts
Cost Proposals
Directives
Drawing Packages
Drawings
Emails
Field Reports
Meetings
Merge Documents
Payment Applications
Potential Change Orders
Punch List Items
Request For Information
Request For Proposal
Specification Packages
Specifications
Submittal Items
Submittal Packages
Company Administration
Technical Setup
Company Details
Users
Projects
Company Forms and Fields
Merge Templates
Merge Templates (Smarty Tags)
Business Directory
Company Connect
Company Share Groups
Project Administration
Project Details
Cost Periods
Users
Share Groups
Share Rules
Distribution Lists
Account Codes
Picklist Option Sets
Customize Forms
Permission Checker
Workflows
Merge Templates
Project Directory
Reports & Dashboards
Tips & Tricks
Company Reports
Project Reports
Release Notes
2024
2023
2022
2021
2020
Back to home
Help Center Home
General Navigation
General Navigation
Getting Started
My Page
Projects
Logs
Forms
Files
Photos
System Forms
Budget Amendments
Budget Items
Change Orders
Contract Exhibits
Contracts
Cost Proposals
Directives
Drawing Packages
Drawings
Emails
Field Reports
Meetings
Merge Documents
Payment Applications
Potential Change Orders
Punch List Items
Request For Information
Request For Proposal
Specification Packages
Specifications
Submittal Items
Submittal Packages
Company Administration
Technical Setup
Company Details
Users
Projects
Company Forms and Fields
Merge Templates
Merge Templates (Smarty Tags)
Business Directory
Company Connect
Company Share Groups
Project Administration
Project Details
Cost Periods
Users
Share Groups
Share Rules
Distribution Lists
Account Codes
Picklist Option Sets
Customize Forms
Permission Checker
Workflows
Merge Templates
Project Directory
Reports & Dashboards
Tips & Tricks
Company Reports
Project Reports
Release Notes
2024
2023
2022
2021
2020
General Navigation
Help for users getting started in ProjectTeam.com including best practices and general navigation.
Getting Started
Get started in ProjectTeam.com
Supported browsers
Log into ProjectTeam.com
Add ProjectTeam.com Icon to Mobile Home Screen
Subscribers vs. Contributors
Company Administrator vs. Project Administrator
Global Search vs. Project Search
Multi-Factor Authentication (MFA)
See more
My Page
My Page Overview
Edit your Profile
Updating a forgotten password
Create an Action Item from My Page
Complete an Action Item
Review and Take Action on Workflow
Review Recent Activity
See more
Projects
Create a New Project
Create a Project from a Project Template
What's included in a Project Template?
Navigate to a Project
Configuring your Project Menu Dropdown
Project Homepage Overview
Configure Favorite Form Types
Recently Created Forms Overview
Video: Project Directory Overview
Add a Business in your Project Directory
See more
Logs
Edit in log view
Print a form log
Form Log Overview
Configure the columns of your Form Log
Batch Import Records
View Shared With
How to Bulk Share Records
Bulk Edit in Form Log
See more
Forms
Lock form fields
Print a Merge Template
How to Quick Print a Record
Clone a Project Form
View As Of…
Sharing forms
Adding Attachments to Forms
Comments on Forms
Create a Reference Link
Start a workflow on a document
See more
Files
Files Overview
Video: Project Files Overview
Add markup annotations to a file
Viewing a Marked Up Document
Print a Marked up File
Download a Marked up File with Annotations
Viewing files and attachments
See more
Photos
Edit a photo's field data (Rename a photo)
View a photo in fullscreen mode
Create a photo album
Add a photo to your My Photos tab
Delete a photo
Share photos by adding them to albums
Add photos to a photo album
Rename a photo album
Delete a photo album
Share and remove users from a photo album
Copy a photo to your My Photos tab
Edit the cover photo of an album
Download photos
Photo Albums tab
Photo Form Attachments tab
My Photos tab
See more