Projectmates Construction Software Blog

Project Tags

Now that Projectmates 8.3 has been released, you can use project tags to label your projects. Tags offer a quick visual representation of project type or the status of projects. You can filter projects or sort projects by the tags as well.

Some examples for the tags will be “Project Status” such as Active, On Hold, Complete, or “Project Type” such as New Construction, Renovation, Tenant Improvement, etc.

Project Admins can add or change tags for their projects thru the Project Info screen.  You can select a pre-defined tag or create a new one based on the server settings.

For Site Admins: Create a custom list of tags that can be uniform throughout your projects. Go to the Site Admin tab, click 'Project Info' and then select 'Manage Project Tags'.  Choose an image and enter the corresponding Tag Name.

Work Orders

It is not uncommon for companies to spend days tapping their fingers, in waiting of work order approval. Cost of damages to both building and merchandise could be devastating.  With the release of Projectmates V8.3 software comes a brand new Work Order module to help Work Orders get processed more efficiently.   This module allows you to manage work order requests, submit proposals, approve budget amounts, and complete work orders in a timely and efficient manner.  Users that are assigned to complete a phase of the work order process receive email notifications and items will appear on their calendar, keeping everyone informed. 

Project Administrators have the flexibility to create multiple work order threads, each having different user permissions and setup options.  For example you can create work order threads by facility, such as East Central Tower or for a specific purpose, such as minor maintenance, major maintenance, etc. Project administrators can also choose to show or hide certain steps in the Work Order process giving the flexibility of creating a process with as few as 3 steps or as many as 6 depending on the level of complexity that is needed.  The diagram above shows the 6 steps in the work order process.  Only the top 3 are required.  Each step in the work order process can be assigned to and completed by a different user of your choosing.  If approvals are used, a standard approval process can be created by Project Administrators.  This approval process can contain any number of users and/or roles and you can specify the order in which they must approve.   If a propsal amount is rejected, the order will be reset to allow another proposal to be submitted.  The user responsible for submitting the proposal will also receive an email notification.

Log on to Projectmates and learn more about consolidating the effort of requesting work order repairs.