Knowledge Base

Custom Fields and Pages

• Creating a Custom Multi Record Page
• Creating a Custom Single Record Page
• Custom Fields - Field Groups
• Managing Your Existing Custom Fields With Pages

HR

• HR Module & People Profiles
• HR Module - Documents
• HR Module - Security
• HR Module - User Custom Fields

Automated Activities

• Automated Activities - Project Activities
• Automated Activities - HR Activities

Dashboards

• How to use the Dashboard

CMAP Tabs Explained

• Orientation of the CMAP tabs
• What are groups and how do I use them?
• How do I add a Contact to CMAP?
• How do I add a Company to CMAP?

Contacts Tab Guides

• 1. Contacts Main Page Explained
• 2. Adding or Editing a Company
• 3. Adding and Editing a Contact
• 4. Groups
• 5. Tags
• 6. How to search for Companies, Contacts and Tags

See all 8 articles

Marketing Tab Guides

• Email Campaigns

Leads Tab Guides

• 1. Leads Main Page Explained
• 2. Adding or Editing a Lead

Pipeline Tab Guides

• 1. Pipeline Main Page Explained
• 2. Adding and Editing a Potential Project
• 3. Owner, Project Manager and Wingman Explained
• 4. Following Up and Winning a Project
• How do I create (or update) a Fee Estimator template?
• How To Use the Percentage-Based Fee Estimator

Projects Tab Guides

• Project Teams
• How do I find a project that's not in my Favourites?
• Adding a Project to CMAP
• How do I add/remove a project from my Favourites?
• 1. Projects Main Screen
• 2. Project Details

See all 23 articles

Time Tab Guides

• 1. How to complete your Timesheet
• 2. How to book Time Off
• 3. Marking Additional Time in your Timesheet
• 4. Adding Project Specific Timesheet Activity Codes into your Timesheet

Revenue Scheduling - Non AEC

• What is Revenue Scheduling?
• Do you need to use Revenue Scheduling?
• Do you have the Revenue Scheduling Tool enabled in your CMAP? 
• How does Revenue Scheduling work? - Forecasting
• How does Revenue Scheduling work? Historic / Revenue Recognition
• Revenue Scheduling - Time Recognition

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Revenue Scheduling - AEC

• What is Revenue Scheduling?
• Do you need to use Revenue Scheduling?
• Do you have the Revenue Scheduling tool enabled in your CMAP?
• How does Revenue Scheduling work? - Forecasting
• How does Revenue Scheduling work? - Historic /Revenue Recognition
• Revenue Scheduling - Time Recognition

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Expenses Tab Guides

• 1. How to Add a New Claim
• 2. Expenses Approval Process
• 3. Expense Handling
• 4. Expense Handling (AEC Version)

Project Retainers

• 1. Adding a Retainer
• 2. Linking Projects to a Retainer
• 3. Resourcing a Retainer Project
• 4. Monitoring a Retainer

Admin Tab Guides

• Manage Document Templates
• Manage Invoice Templates
• List of Available Admin Tools
• Your Users
• Your User Permissions
• Your Users Dashboard Access

See all 32 articles