Projectmates Construction Software Blog

Custom Forms in Projectmates

Impress your project team with Projectmates Web Forms

With Projectmates 10.2, you now have the ability to build custom forms yourself without any programming knowledge. Quickly and easily integrate electronic versions of forms unique to your project or company.

Why create forms in Projectmates instead of MS Word?
Integrating project forms into Projectmates lets you quickly view and sort multiple form entries, create an online approval process, attach files, and control access to form information. Forms are centralized and can be accessed 24/7 in Projectmates. 

 
 Common Project Forms:

• LEED Tracking
• Inspection Report
• Safety Report
• Project Survey
• Close-Out Report
• New Store Setup
• Test Report
• Infection Control (Healthcare)
• Travel Request

This new feature is both flexible and easy to use, so go ahead and get started today!! Call Projectmates Support if you would like to setup a personalized training session on creating custom forms.

Graphs and charts speak a 1,000 words!

Most people have better memory retention when they see a graph, chart or table as opposed to plain words. Especially when it comes to complex data – there’s really no better way to express compound information than through graphs, charts and diagrams. That’s why you’ve got to love any type of dashboard reporting. Like any other software solution, project management software, especially in the construction industry is served best with a versatile dashboard reporting module or Portfolio Management.

 

A good project management software solution will have Portfolio Management that provides excellent visibility and overview into a company’s construction projects. It’s akin to having a clock that shows the different times in major cities around the world. With all your projects ordered and tabbed, one snapshot view should tell you the status of all your projects simultaneously.

 

There are numerous ways to enjoy the benefits of Portfolio Management but this tool is most effective when grouped and displayed in a user-friendly format with easy navigation and easy-to-read reports. The new Projectmates V10.0 Portfolio Management is versatile and has the capability to produce a variety of reports conveniently grouped under – Construction, Workflow, Financials, and Project Status. This type of dashboard reporting helps in managing the entire project portfolio as a whole, and not just as individual projects.

 

For individual project status monitoring, Earned Value Analysis is a handy tool – another great feature in the new Projectmates V10.0. Combining key factors such as planned time and cost and actual time and cost of a project, simple coefficients will tell you – at a glance – how your projects are faring in terms of time and schedule. Because sometimes, you got to look at the big picture!

Next Generation FlexForms!!!

When we introduced FlexForms in 2004, it became such a popular feature of Projectmates! We could design the FlexForms for the customers in matter of a day or two. It provided clients the ability to have their own Transmittal forms, Online Survey Forms, Project Pipeline sheets, etc. as a part of Projectmates within their projects. FlexForms are also accessible from mobile units such as Pocket PC, Treo, or Blackberry which gave users an ability to be on site and fill out the surveys from right there.

Our Next-Gen Flex Forms allows you to create your own forms and use them in Projectmates. I know our development team is genius, but this is really awesome. Just pull up your Microsoft Office Suite, create a form, upload it to Projectmates…. and Projectmates will convert it into a FlexForm! All automatic - no more programming required! How cool is that? You can add logos, drop down menus, radio buttons, calendars, automatic calculations, you name it.

I have been using a beta version of this and it is sweet! Easy to use and gives hundreds of possibilities. More details to follow…