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System Forms
System Forms
Learn about pre-built forms and processes within the platform.
Follow Form Logs
Change Management Overview
Budget Amendments
Budget Amendment Overview
Create a Budget Amendment
Approve a Budget Amendment
Unapproving the Budget Amendment
Budget Items
Budget Item Overview
Create Budget Items
Approve a Budget Item
Unapprove a Budget Item
Change Orders
Change Order Overview
Create a Change Order
Create a Change Order from a Potential Change Order
Approving a Change Order
Unapprove a Change Order
Contract Exhibits
Create a Contract Exhibit
Contracts
Contracts Overview
Create Contracts
Approve a Contract
Unapprove a Contract
Cost Proposals
Create a Cost Proposal
Directives
Create a Directive
Drawing Packages
Create a Drawing Package Manually
Create a Drawing Package using Text Extraction
Drawing Text Extraction (OCR)
How to make text extraction more accurate
Edit a Drawing Package
Download and Upload Drawings from a Drawing Package
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Drawings
Create a New Drawing
Edit a Drawing
Create a Drawing Revision
Filter the drawing log by discipline
View Drawings in the Drawing Log
Download drawings from the log
Compare Drawing Revisions
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Emails
Project Email
Redirect Emails to your project (from Outlook)
View Email in ProjectTeam
Edit Project Emails
Field Reports
Create a Field Report
Edit a Field Report
Meetings
Create a Meeting
Create the Next Meeting in a Series
Merge Documents
Create a Merge Document
How to fix common Merge Issues
View Merge Documents
How Merge Documents are Linked to Forms
Payment Applications
Payment Application Overview
Create a Payment Application
Creating Next in Sequence for Payment Applications
Adding Change Orders to Payment Applications
Approving the Payment Application
Unapproving the Payment Application
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Potential Change Orders
Create a Potential Change Order
Punch List Items
Create Punch List Items
Edit Punch List Items
Request For Information
Requests for Information (RFI) Overview
Create a Request for Information
Edit a Request for Information
Request For Proposal
Create a Request for Proposal
Specification Packages
Create a Specification Package
Edit a Specification Package
Specifications
Specifications Overview
Setup Specification Divisions
Upload Specifications
Create a Specification
Edit a Specification
Create a Specification Revision
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Submittal Items
Submittal Item Overview
Create a Submittal Item
Edit a Submittal Item
Set Up the Submittal Reviewer Action Picklist
Submittal Packages
Create a New Submittal Package
Edit a Submittal Package
Take Action on a Submittal Package
Revising a Submittal Package and the open items in that package.
Schedules
Schedule Overview
Create a Schedule
Edit a Schedule
Gantt Chart Options