How do I create a document (e.g. RFI)?

From within the project, select the form type to be added (e.g. Request for Information). On the log of that form type, click the "Add New" button located on the top of the page. A blank form is displayed in edit mode. Complete the required field(s) and then click "Save".

Where can I go to see a document list for a particular form type?

Each form type lists its documents in list view when first selecting that form type. This list is called the log (e.g. Invoices Log, RFI Log). To view the log, select the form type on the project title bar or from the project home page, click "View Project Form Types" and select your desired form to see the list view or "log" of all documents related to that form.

Can I view the state of a document at a certain date/time?

Once you have access to a document, either by creating the document or having it shared to you, you have the ability to take a look back in time and see how that document looked at any date and time in the past, assuming you had access at that point in time. All information is tracked and searching information is easy. For this reason, no one can change information on you without your knowledge.

To view what a form looked liked in the past, navigate to the form you are interested in. Click the "..." button and then click the "View as of date/time" link. Choose a date and time and then click "View". Everything that you see on the form including fields, action items, reference links, attachments, activity, and access will reflect the form as it was at that date and time.

How can I mark a document as Obsolete?

Projectteam.com is a collaborative system which means organizations can connect with other organizations on a common project while maintaining ownership of any data that has been shared to them. For this reason, once information has been shared, it can never be deleted. If a mistake has been made on a document that has been previously shared, users may choose to mark that document as obsolete, assuming they are a user from the organization that created that document.

Documents that have been marked as obsolete will not be shown in the default log view. To view documents that have been marked as obsolete, you will need navigate to the "Obsolete Forms" log that is located on the project homepage.

How do I clone a document?

From within the project, select the form type you would like to Clone (e.g. Field Report). Click the "..." button at the top of the form and click the "Clone" link. A new form will be displayed including all of the same information from the original form. Make your desired changes and then click "Save".

How do I add custom fields to a form?

For information on adding custom fields, please reference the Custom Fields page.

Helpful Screenshots