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(847) 876-1003
Knowledge base
Frequently Asked Questions
Feature Requests
2
Feature Requests
Creating a Feature Request Post within the StratusVue Forums
StratusVue FreshDesk
0
Sage 100 Integration FAQ's
0
01 - Site Information
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
02 - Organization Setup Module
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
03 - Organization Reports Module
01 - Organization Reports
2
Organization Reports
Diversity (DEI) Report
04 - Project Setup Module
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
06 - Project Cost Management Module
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
07 - Project Management Module
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
08 - Project Reports Module
01 - Project Level Reports
2
Sent Email Report (Project Level)
Punch List Report: Sending More than One Punch List
09 - Project Document Management Module
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
11 - StratusDrive
00 - Local StratusDrive
15
StratusDrive Overview
Installing StratusDrive
Local StratusDrive Login Page
StratusDrive Defining Permissions
StratusDrive Projects
View all 15
10 - The Mobile Application
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
SageCPC SOP's
SOP
0
Help Desk Software
by Freshdesk Support Desk