It's great to have you here with us! Here is a collection of articles you might find useful as you look around our platform for the first time, and start setting up your workspace!

Note: ProIO license type is required to access all of the features listed below. Contact for more details.

1. Workspace and Company Settings Configuration

2. Create a Project in Feasibility Mode and Client Collaboration

3. Configure Project Settings

4. Funding Sources

5. My Project Contract

6. Set Up Project Team Directory

7. Meeting Minutes

8. Budget and Anticipated Cost Report (ACR)

9. Procurement, Bid/Tender

10. Contracts & Change Orders

11. Task and Risk Assignments

12. Documents & Photos

13. Project Schedule/Milestones

14. Pay Applications, Invoices and Monthly Billings

See Also

Did this answer your question?