StratusVue

Feature Requests 2

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

General FAQ 1

• What is StratusVue Freshdesk?

Sage 100 Integration FAQ's 0

StratusVue University Frequently Asked Questions 0

00 - General Information 13

• StratusVue Platform Website Overview
• Site Timeout Warning and Periods
• My Bid Packages
• Website Licensing
• System Tool: The User Selection Tool

View all 13

01 - User Administration 6

• Username and Password Recovery
• Changing User Profile Password
• Creating Users at the Site Level
• Users vs. Contacts
• User Site Level Permissions

View all 6

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 5

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

01 Organization Location & Project Toolbar 11

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

View all 11

02 - Organization List Management 1

• Organization Level List Management

03 - Organization Advanced List Management 2

• Advanced List Management
• Category S Needed for Synchronization

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 Integrations 12

• Updating the StratusVue Sage300 Connector
• Restarting the StratusVue Sage 300 Connector
• Sage 300 Integrations - What Information is Synchronized?
• Sage 300 Address Book Integration Criteria
• Create A Scheduled Task to Restart the StratusVue Connector API Services Daily

View all 12

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 5

• Adding a Project Specific Logo
• Project Defaults
• Changing the Project Status via Project Defaults
• Forecast Setting: New Forecast Worksheet - Unit Cost Default Value
• Setting Up and Using the File Download Manager for Emails

02 - Project Members 8

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

View all 8

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

01 - Calendar 0

02 - Tasks 0

00 - General Cost Management Module Articles 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 6

• Creating a Subcontract
• Create a Purchase Order
• Deleting a Commitment
• Understanding the Commitment Transmittal Email
• Merge Commitments

View all 6

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 14

• 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 14

07 - Commitment Events 5

• Commitment Events
• Commitment Event Commitment Days Adjustment
• Commitment Event Process From
• Sage 300 Integrated Requirements for Commitment Event Synchronization
• Sage 300 Integrations - Quick Add Commitment Line via Commitment Event

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

• Creating, Printing, and Transmitting an RFI
• Responding to an RFI
• Closing RFIs
• Distribute RFI to Other Project Members
• Edit RFI Numbers

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 3

• Sent Email Report (Project Level)
• Punch List Report: Sending More than One Punch List
• Populating the Date Responded on the RFI Report

01 - Documents 8

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

View all 8

02 - Plans 1

• Sketch Management

03 - Specs 0

04 - General & Photo 0

05 - Closeout Documents 0

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

01 - Bid Packages 10

• Invitation to Bid - The Basics
• Creating the Invitation to Bid
• Managing the Invitation to Bid
• Adding Bidders to the Bid Package
• Bid Documents

View all 10

01 - Local StratusDrive 17

• StratusDrive Overview
• Installing StratusDrive
• Local StratusDrive Login Page
• Setting Up Project on StratusDrive
• StratusDrive: Defining Project Member Project Permissions

View all 17

02 - Document Module StratusDrive 2

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