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 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 Browsers 6

• Adding a Trusted Site
• Printing PDF's Browser Settings
• Firefox Browser Settings
• Default Browser
• Disable Password Autofill

View all 6

00 - General Site Information 12

• StratusVue Platform Website Overview
• Site Timeout Warning and Periods
• My Bid Packages
• Website Licensing
• Project Layout and Terms

View all 12

01 - User Administration 10

• Username and Password Recovery
• Change My Profile Password
• User Roles
• Creating Site Users at the Site Level
• Users vs. Contacts

View all 10

02 - Site Security 5

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

01 - Organization Location & Project Toolbar 14

• Create a New Organization Project
• Organization User Templates
• Project Templates
• The Simple Project Template
• The Standard Index Project Template

View all 14

02 - Organization List Management 1

• Organization Level List Management

03 - Organization Advanced List Management 1

• 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 11

• 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
• Create A Scheduled Task to Restart the StratusVue Connector API Services Daily

View all 11

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 - General Information 3

• Organization Reports
• Diversity (DEI) Report
• Clear the Organization Sync Queue

01 - Project Defaults 8

• Project Defaults
• Project Specific Logos
• Setting Up Default Contract Event Markup
• Changing the Project Status via Project Defaults
• Forecast Labor Category Setting

View all 8

02 - Project Members 6

• Project Members
• Creating Site Users within the Project Members Section of a Project
• Project Member Permissions
• Project Section Permissions vs. Project Section Folder Access
• Copying Project Member Permissions to Like Project Members

View all 6

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 - Cost Management 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 0

02 - Contract Info 1

• Accepted Sage 300 Billing Methods

03 - Commitment Info 8

• 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 8

04 - Summary Info 3

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

05 - Pencil Draws 4

• Contract Pencil Draw
• Contract Pencil Draw Collaboration
• Releasing Contract Pencil Draw Retainage
• Pencil Draw Permissions Overview

06 - Contract Events 17

• 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 17

07 - Commitment Events 6

• 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 6

08 - Forecasting 1

• Forecasting

00 - Project Management 0

01 - Transmittals 3

• Transmittals
• The Submittal Transmittal Email Notification
• The Transmittal Email Notification

02 - Issues 1

• Issues

03 - Submittals 10

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

View all 10

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 6

• RFI's
• Responding to RFI's
• Closing RFIs
• Distribute RFI to Other Project Members
• RFI Numbers

View all 6

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 0

01 - Activity Log Report 1

• Project Level Activity Log Report

02 - Bid Packages Report 1

• The Bid Packages Report

03 - Cost Events Reports 1

• Cost Events Reports

04 - Daily Log Report 1

• The Daily Log Report

05 - Documents Report 1

• The Documents Report

06 - Expediting Logs Report 1

• The Expediting Log Report

07 - Folder Permissions Report 0

08 - Meetings Reports 0

09 - Issues Report 0

09 - Project Members Report 0

11 - Punch List Report 1

• Punch List Report: Sending More than One Punch List

12 - RFI's Report 1

• Populating the Date Responded on the RFI Report

13 - Sent Email Report 1

• Project Level Sent Email Report

14 - Submittals Reports 0

15 - Time Tracking Report 0

00 - Documents 8

• Document Module Permissions & the Using Restricted Folders
• Creating Documents & Uploading Files
• Editing Document Information After Upload
• Document Revisions
• Sending Document Module Files & Folders via Transmittal

View all 8

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

View all 14

Mobile App FAQ 1

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

FAQ - Bid Management 0

01 - Bid Packages 9

• Bid Management Key Terms
• Bid Packages
• The Invitation to Bid Email
• Managing the Bid Package & Bidders
• Bid Package Messages

View all 9

00 - StratusDrive 15

• StratusDrive Overview
• Required Anti-Virus Scanning Exclusions for StratusDrive
• Installing StratusDrive
• Local StratusDrive Login
• StratusDrive Project Toolbar

View all 15