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(847) 876-1003
Knowledge base
00 - General Information
Feature Requests
2
Feature Requests
Creating a Feature Request Post within the StratusVue Forums
General FAQ
3
What is StratusVue?
What is StratusVue Freshdesk?
Paused/Network Failed Error Downloading
Sage 300 Integration FAQ's
5
FAQ: What are the Sage 300 Integrated Character Limits?
FAQ: Why is there a sync stamp within the website, but I can't see it in Sage 300?
FAQ: What do I do if there i a Sage300 Error Message - Master File being used?
FAQ: How do I contact Sage 300 Support
FAQ's for Updating to a new Sage 300 Version
Sage 100 Integration FAQ's
1
Sage 100 Support
Internet Browser Tips & Tricks
6
Trusted Sites
The Default Internet Browser
Default PDF Settings
Clear Cookies and Cache
Autofill Settings
View all 6
01 - Site Information
00 - General Site Information
14
Website Login & Overview
My Profile
My Bid Packages
My Activity Log
My Dashboards: Scheduled Reports
View all 14
01 - User Administration
6
Users vs. Contacts
Creating New and Managing Existing Site Users
User Roles
Username and Password Recovery from the Login Page
Enter Qualifications to a Person's Company Profile (Site Level User Administration)
View all 6
02 - Site Security
6
Site Security Parameters
Firewall/AntiVirus/Group Policy
Session Inactivity Timer - Timeout Warning and Periods
Failed Login/Account Disabled
Two Form Authentication (2FA)
View all 6
02 - Organization Setup
00 General Org Setup Information
0
01 - Organization Location & Project Toolbar
15
My Organization's Location & Project Toolbar
Create a New Organization Project
Organization User Templates
Project Templates
The Simple Project Template
View all 15
02 - Organization List Management
1
Organization Level List Management
03 - Organization Advanced List Management
1
Organization Level Advanced List Management
04 - Organization Bidder Categories
0
05 - Organization Project Options
3
Setting Up Custom Fields for Projects
Defining the Change Event Pending Types Included in Forecasts
Setting Available Change Event Types
06 - Organization User Groups
5
Organization User Groups
User Group - Sage 300 Integrated Address Book
Rules for Sage 300 Vendor Synchronization
User Group - Sage 100 Integrated Vendor List
Rules for Sage 100 Vendor Synchronization
07 - Organization Integrations Setup & Accounting Integrations
10
Sage 300 Organization Integrations Setup Page
Sage 300 Integrations - What Information is Synchronized?
Restarting the StratusVue Sage 300 Connector
Sage 300 Address Book Integration Criteria
Control the Start and Stop time of the StratusVue Sage 300 Connector
View all 10
08 - Organization Subcontractor Performance Evaluation Setup
0
09 - Organization Bid Package Template
0
10 - Organization Email Template
0
11 - Organization Bid Message Template
0
03 - Organization Reports
00 - Organization Reports
11
Organization Reports
Organization Level Activity Log Report
The Organization Report
Organization Level Sent Email Report
The User Status Report
View all 11
04 - Project Setup
01 - Project Defaults
9
Project Defaults
Project Specific Logos
Setting Up Default Contract Event Markup
Changing the Project Status via Project Defaults
Setting the Labor Category Used in Forecasting
View all 9
02 - Project Members
4
Project Members
Project Member Permissions
Copying Project Member Permissions to Like Project Members
Changing a Project Member's Quick Reply Option
03 - Project List Management
2
Project Level List Management
Advanced Workflow Setup
04 - Project Advanced List Management
1
Category S Needed for Synchronization
05 - Project Integrations Setup
1
Sage 300 Project Integrations Setup
06 - Project Subcontractor Performance Evaluation
0
07 - Project Dashboard
0
06 - Cost Management
00 - General Cost Management Information
3
Cost Management Workflows
Cost Management Attachments: Assigning a Description, Sort Order, and Marking as Private
Contract and Commitment Changes that are Authored in Sage300
01 - Estimate Info
1
Sage 300 - Quick Add Estimate Cost Code via Contract Event
02 - Contract Info
2
Accepted Sage 300 Billing Methods
Sage 300 - Quick Add Contract Item via Contract Event (CN Module Required)
03 - Commitment Info
9
Commitment Type: Subcontract
Commitment Type: Purchase Order
Viewing Commitment Events Associated to Commitment Lines from Within the Commitment
Deleting a Commitment
Understanding the Commitment Transmittal Email
View all 9
04 - Summary Info
3
Summary Info Section vs. Forecast Summary Tab
Summary Info Gears Overview
Summary Info
05 - Pencil Draws
5
Contract Pencil Draw
Contract Pencil Draw Collaboration
Releasing Contract Pencil Draw Retainage
Pencil Draw Permissions Overview
The Contract Pencil Draw Print
06 - Contract Events
15
Contract Cost Event Types
Markup on a Contract Cost Event
Contract Cost Event Administration Tab & Deleting Contract Events
Creating a PCO from Project Management
Defining an Internal Change Event (ICO)
View all 15
07 - Commitment Events
8
Commitment Change Events
Commitment Event Commitment Days Adjustment
Commitment Event Process From
Commitment Event Status: Void
Sage 300 Integrated Requirements for Commitment Event Synchronization
View all 8
08 - Forecasting
3
Forecast Worksheets, A Breakdown
Working with Forecast Worksheets
Forecast Worksheet Prints, Exports, Additional Features
07 - Project Management
00 - General Project Management Information
1
Project Management Folder Access
01 - Transmittals
4
Transmittals
Transmittal Types
The Transmittal Email Notification
The Submittal Transmittal Email Notification
02 - Issues
1
Issues
03 - Submittals
11
Submittal Section Permissions Overview
Creating Submittals
Creating a Submittal Items from the Expediting Log
Submitting Submittal Items For Approval
Submittals - Return from Review on Behalf of Reviewer
View all 11
04 - Expediting Logs
3
Expediting Logs
Editing and Adding New Expediting Log Items Via Import
Guidelines for Importing Expediting Log Items
05 - Meetings
4
Meeting Agendas
Meetings
Converting Agendas to Meetings
Hiding and Unhiding Meeting Minutes
06 - RFI's
7
Creating and Transmitting RFI's
Responding to RFI's
Closing RFIs
Distribute RFI to Other Project Members
RFI Numbers
View all 7
07 - Punch Lists
3
Punch Lists
Importing Punch Lists
Editing and Adding Punch List Items via Import
08 - Time Tracking
3
Time Tracking
Creating a Daily Log from a Time Sheet
Importing Time Sheets
09 - Daily Logs
3
Daily Logs
Creating a Time Sheet from a Daily Log
Duplicate a Daily Log to Update it for a New Day
08 - Project Reports
00 - Project Level Reports
16
The Project Level Activity Log Report
The Project Level Bid Packages Report
The Cost Events Reports
The Daily Log Report
The Documents Report
View all 16
09 - Document Management
00 - Documents
7
Document Management Folder Access & Restricted Folders
Creating Documents & Uploading Files
Document Revisions
Sending Document Module Files & Folders via Transmittal
Download Document Module Folders and Files
View all 7
01 - Plans
0
02 - Specs
0
03 - General & Photo
0
04 - Closeout Documents
0
10 - Mobile Application
00 - The Mobile Application
14
Downloading and Updating the StratusVue Mobile Application
Mobile App Project Settings
Viewing Project Members in the Mobile Application
Daily Logs in the Mobile App
Punch Lists in the Mobile App
View all 14
Mobile App FAQ
1
Why Can't I See a Project in the Mobile Application?
11 - Bid Management
FAQ - Bid Management
0
01 - Bid Packages
9
Bid Management Key Terms
Setup a Bid Package and Send the Invitation to Bid
The Invitation to Bid Email
Managing the Bidders & Bid Package
Bid Package Messages
View all 9
12 - StratusDrive
00 - StratusDrive
14
StratusDrive Overview
Installing the Local StratusDrive
Required Anti-Virus Scanning Exclusions for StratusDrive
Local StratusDrive Login & Settings
The StratusDrive Projects Toolbar and Project Navigation Options
View all 14
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