StratusVue

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 6

• 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

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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

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00 - General Site Information 14

• Website Login & Overview
• My Profile
• My Bid Packages
• My Activity Log
• My Dashboards: Scheduled Reports

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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)

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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)

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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

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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

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08 - Organization Subcontractor Performance Evaluation Setup 0

09 - Organization Bid Package Template 0

10 - Organization Email Template 0

11 - Organization Bid Message Template 0

00 - Organization Reports 11

• Organization Reports
• Organization Level Activity Log Report
• The Organization Report
• Organization Level Sent Email Report
• The User Status Report

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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

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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

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

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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)

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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

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08 - Forecasting 3

• Forecast Worksheets, A Breakdown
• Working with Forecast Worksheets
• Forecast Worksheet Prints, Exports, Additional Features

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 12

• Submittal Section Permissions Overview
• Creating Submittals
• Creating a Submittal Items from the Expediting Log
• Submitting Submittal Items For Approval
• Return Submittal Items from Review on Behalf of Reviewer

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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

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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

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

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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

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01 - Plans 0

02 - Specs 0

03 - General & Photo 0

04 - Closeout Documents 0

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

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Mobile App FAQ 1

• Why Can't I See a Project in the Mobile Application?

FAQ - Bid Management 0

01 - Bid Packages 10

• Bid Management Key Terms
• Setup a Bid Package with Bidders and Documents and Send the Invitation to Bid
• The Invitation to Bid Email
• Managing the Bidders & Bid Package
• Bid Package Messages

View all 10

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