StratusVue

Feature Requests 2

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

General FAQ 1

• What is StratusVue Freshdesk?

Sage 300 Integration FAQ's 2

• Sage 300 Integrated Character Limits
• Why is there a sync stamp in the website, but I can't see it in Sage 300?

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 7

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

View all 7

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

03 - Internet Browsers 6

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

View all 6

01 - Organization Location & Project Toolbar 12

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

View all 12

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 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 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

00 - Organization Reports 2

• Organization Reports
• Diversity (DEI) Report

01 - Organization Activity Log Report 0

02 - Organization Report 0

03 - Organization Sent Email Report 0

01 - Project Defaults 5

• Project Defaults
• Adding a Project Specific Logo
• 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 7

• Project Members
• Creating Site Users within the Project Members Section of a Project
• Project Member Permissions
• Understanding the Project Permissions Grid
• Project Member Permissions Glossary

View all 7

03 - Project List Management 2

• Project Level List Management
• Advanced Workflow Setup

04 - Project Advanced List Management 0

05 - Project Integrations Setup 1

• Sage 300 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 7

• 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 7

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 17

• Contract Cost Event Types
• Contract Cost Event Markups
• Contract Cost Event Administration Tab
• 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 - Variance

01 - Transmittals 1

• Transmittals

02 - Issues 1

• Issues

03 - Submittals 9

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

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

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 0

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 7

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

View all 7

01 - Plans 1

• Sketch Management

02 - Specs 0

03 - General & Photo 0

04 - 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
• Bid Documents
• Managing the Invitation to Bid
• Adding Bidders to the Bid Package

View all 10

01 - Local StratusDrive 17

• StratusDrive Overview
• Installing StratusDrive
• Local StratusDrive Login
• 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