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Workflow Management

Quick Intro

Projectmates' workflow management features provide intelligent systems to automate collaborative workflow.

Using Projectmates to manage workflow

Manually handling the request and approval process is usually time and labor intensive. It does not allow you to easily track the status of requests. Projectmates' built-in modules solve these problems by providing intuitive form routing and tracking tools to persons responsible for processing requests. Now, you can spend more time managing projects not paper.

The software provides a simple web interface for submitting requests and provides an automatic email notification to persons responsible. This minimizes data entry and eliminates the need to know where to send requests for approval and fulfillment. The role-based security makes sure that users have appropriate rights to each module.

Workflow Management Software Modules supported by Projectmates

  • Contact Manager
  • Meeting Minutes / Task Manager
  • Threaded Discussion
  • Team Directory
  • JobCAM
  • Team Notes
  • Backup & Archive
  • Project Inbox
  • Photo Album
  • Punch/Action Lists
  • Checklists
  • Request For Information
  • Supplemental Instructions / Bulletins
  • Schedule
  • FlexForm
  • Field Reports
  • Shop Drawing Submittals
  • Contractor's Daily Reports
  • Online Bids
  • Virtual Plan Room
  • Project Budget
  • Contract Management
  • Change Orders
  • Proposal Requests/PCO
  • Change Directives
  • Continuation Sheet
  • Pay Application (Invoices)
  • Draw Schedule
  • Customizable Templates
  • Fax-In and Fax-Out


In addition to these built-in workflow forms, Projectmates provides the ability to generate custom forms using FlexForms, a forms creation engine. FlexForms provides a quick & easy means of processing and disseminating eForms for an enhanced workflow without programming. Click here to see how. Then call us today at 1-888-751-0501 and set up your project.

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