StratusVue

Feature Requests 2

• Feature Requests
• Creating a Feature Request Post within the StratusVue Forums

StratusVue FreshDesk 0

Sage 100 Integration FAQ's 0

00 - General Site Level Information 4

• Site Timeout Warning and Periods
• Website Licensing
• Character Limits by Project Module
• PDF Attachment Compiling Compatibility

01 - Site Users 9

• Login Recovery
• Changing User Profile Password
• System Tool: The User Selection Tool
• My Activity Log
• Creating Users at the Site Level

View all 9

02 - Site Security 5

• Firewall/Whitelist/Group Policy
• Two Form Authentication (2FA)
• Using an Authenticator App for 2Factor Authentication Login
• Site Security Parameters
• User Failed Login

03 - Internet Browsers 6

• Adding a Trusted Site
• Printing PDF's Browser Settings
• Firefox Browser Settings
• How to Add A Safe/Trusted Site in Firefox
• Default Browser

View all 6

01 Organization Location & Project Toolbar 12

• Create a New Organization Project
• Organization Project Templates
• Organization Locations
• Organization User Templates
• The Simple Project Template

View all 12

02 - Organization List Management 1

• Organization Level List Management

03 - Organization Advanced List Management 3

• 0.8 Advanced List Management
• Advanced List Management
• Category S Needed for Sync - Sage300

04 - Organization Bidder Categories 0

05 - Organization Project Options 0

06 - Organization User Groups 3

• Organization User Groups
• User Groups - Sage 300 Integrated Address Book
• Rules for Sage 300 Vendor Synchronization

07 - Organization Integrations Setup & Accounting Integration 13

• Sage300 Install Instructions (Entire Document)
• Updating the StratusVue Sage300 Connector
• Restarting the StratusVue Sage 300 Connector
• Sage 300 Integrations - What Information is Synchronized?
• Sage 300 Address Book Integration Criteria

View all 13

08 - Organization Subcontractor Performance Evaluation Setup 0

09 - Organization Bid Package Template 0

10 - Organization Email Template 0

11 - Organization Bid Message Template 0

01 - Organization Reports 2

• Organization Reports
• Diversity (DEI) Report

01 - Project Defaults 4

• Adding a Project Specific Logo
• Project Defaults
• Changing the Project Status via Project Defaults
• Forecast Setting: New Forecast Worksheet - Unit Cost Default Value

02 - Project Members 9

• Project Members
• Copying Project Member Permissions to Like Project Members
• Site and Project User Roles
• 1.22 Customized Org User Role
• Project Section Permissions vs. Project Section Folder Access

View all 9

03 - Project List Management 2

• Project Level List Management
• Advanced Workflow Setup

04 - Project Advanced List Management 0

05 - Project Integrations Setup 1

• Project Integrations Setup

06 - Project Subcontractor Performance Evaluation 0

07 - Project Dashboard 0

00 - Cost Management 4

• Cost Management Workflows
• 3.3 Character Limits
• Cost Management Attachments: Assigning a Description, Sort Order, and Marking as Private
• Contract and Commitment Changes that are Authored in Sage300

01 - Estimate Info 0

02 - Contract Info 2

• 3.4 Billing Methods
• 3.14 Sync'd Amounts

03 - Commitment Info 5

• Creating a Commitment
• Understanding the Commitment Transmittal Email
• Requirements for Commitment Synchronization with Sage 300
• Commitment Vendors with Sage300
• Merge Commitment

04 - Summary Info 3

• Summary Info Gears Over
• Summary Info Section vs. Forecast Summary Tab
• Summary Info

05 - Pencil Draws 3

• Contract Pencil Draw
• Contract Pencil Draw Collaboration
• Releasing Contract Pencil Draw Retainage

06 - Contract Events 13

• Contract Change Order Signers
• Contract Cost Event Markups
• Contract Cost Event Folder Reviewers
• Requirements for Contract Event Synchronization with Sage 300
• Defining an Internal Change Event (ICO)

View all 13

07 - Commitment Events 3

• Commitment Events
• Requirements for Commitment Event Synchronization with Sage 300
• Quick Add Commitment Line via Commitment Event for Sage 300 Integration

08 - Forecasting 1

• Forecasting - Variance

01 - Transmittals 1

• Transmittals

02 - Issues 1

• Issues

03 - Submittals 9

• Submittals
• Advanced Submittal Workflows
• Submittal Package Advanced Forwarding
• Creating a Submittal Items from the Expediting Log
• Submittals - Return from Review on Behalf of Reviewer

View all 9

04 - Expediting Logs 2

• Expediting Logs
• Expediting Log Re-Import Over Existing

05 - Meetings 2

• Meetings
• Hiding and Unhiding Meeting Minutes

06 - RFI's 5

• RFI Basics
• Being an RFI Collaborator
• Distribute RFI to Other Project Members
• Edit RFI Numbers
• Closing RFIs

07 - Punch Lists 2

• Punch Lists
• Importing Punch List

08 - Time Tracking 1

• Time Sheets

09 - Daily Logs 1

• Daily Logs

01 - Project Level Reports 2

• Sent Email Report (Project Level)
• Punch List Report: Sending More than One Punch List

00 - Documents 8

• Transmitting Document Module Files & Folders
• Document Module Basics
• Document Module Permissions
• Uploading Documents
• Document Revisions

View all 8

01 - Bid Packages 8

• Invitation to Bid - The Basics
• Creating the Invitation to Bid
• Managing the Invitation to Bid
• Bid Documents
• Responding to the Invitation to Bid

View all 8

02 - Plans 1

• Sketch Management

03 - Specs 0

04 - General & Photo 0

05 - Closeout Documents 0

06 - StratusDrive 2

• StratusDrive and the Mobile App
• StratusDrive Transmit or Share Documents and Folders

00 - Local StratusDrive 15

• StratusDrive Overview
• Installing StratusDrive
• Local StratusDrive Login Page
• StratusDrive Defining Permissions
• StratusDrive Projects

View all 15

00 - The Mobile Application 12

• Downloading and Updating the Mobile Application
• Mobile App - Project Settings
• Mobile App - Project Members
• Mobile App - Daily Logs
• Mobile App - Punch Lists

View all 12

SOP 0