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System Forms

System Forms

System Forms are the set of default form types that come out-of-the-box.

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

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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

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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

How to fix common Merge Issues

Create a Merge Document

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.