Knowledge Base
Winter 2020
- PTO (Paid Time Off)
- Activities – Copy From Fee Estimator
- Internal Invoicing
- AEC Invoice & Backing Sheet Bookmarks
- HR Module & People Profiles
- HR Module - User Custom Fields
CMAP Tabs Explained
Activities
MS Teams Integration
Documents
Dashboards
CMAP for Outlook
See all 7 articlesCustom Fields and Pages
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
Marketing Tab Guides
Leads Tab Guides
Pipeline Tab Guides
Projects Tab Guides
- Consolidated Invoicing
- 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
Time Tab Guides
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
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
Expenses Tab Guides
Project Retainers
Admin Tab Guides
- Manage Document Templates
- Manage Invoice Templates
- List of Available Admin Tools
- Your Users
- Your Users Dashboard Access
- Internal Timesheet Codes