Project Managers Support 2023
Deleting, Editing, and Adding Tasks and Milestones
Each section in the schedule overview is labelled differently, however they all work in the same way. ...
Sat, 7 Mar, 2020 at 9:24 PM
Access this demo here. Updating the Schedule - Moving Tasks in 'Classic' Mode via the Start Date - Task List View We can update the schedu...
Thu, 23 Mar, 2023 at 2:11 PM
Access this demo here. Changing the schedule in 'Classic' scheduling mode, via the task gantt view is super easy. Click-and-Drag Tasks ...
Thu, 23 Mar, 2023 at 2:16 PM
Access this demo here. In our project admin/job set-up training, we learned how the active and maintenance build status makes the project details and d...
Thu, 23 Mar, 2023 at 2:18 PM
The project's 'People' sub-tab allows you to track and manage outside user access to your project - primarily your Contractors, Site Managers, b...
Thu, 20 Apr, 2023 at 1:31 PM
You can reassign a project to another client (and change the primary client in the project's 'People' sub-tab) by changing the 'Project Clie...
Thu, 20 Apr, 2023 at 4:18 PM
The 'Contractors/Contacts' button allows you to view all users that you can provide access to your projects and FMS quote requests, estimates, and p...
Thu, 20 Apr, 2023 at 10:10 AM
Site/Build Notes + Contractor Visibility The Site/Build Notes are hidden from your contractors and the client by default, and most (99%) of our building...
Wed, 26 Apr, 2023 at 3:45 PM
NOTE: 99% of our clients wouldn't do this - but you do have the ability to allow your contractors to see your project's Site/Build notes. This br...
Fri, 21 Apr, 2023 at 10:10 AM
Access this demo here. The project's 'Files' sub-tab is where you store the project's files you want your contractors and the client (wit...
Thu, 20 Apr, 2023 at 3:52 PM