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System Forms

System Forms

Learn about pre-built forms and processes within the platform.

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

See more

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

See more

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

See more

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.