Knowledge Base

Summer 2021

• How to use the Dashboard
• Grids - General
• Sales Matrix Report
• Company - Documents
• Portfolios - General
• Portfolios - Page Layout Admin Tool

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CMAP Tabs Explained

• New Navigation and In-App Announcements
• 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?

Activities

• Activities – Copy From Fee Estimator
• Activities
• Automated Activities - Project Activities
• Using Activities to Manage Credit Control
• Using Automated Activity Templates to Manage Employee Onboarding

MS Teams Integration

• CMap Microsoft Teams Integration

Documents

• Documents – Microsoft Teams Integration
• Documents
• HR Module - Documents

CMAP for Outlook

• MS Exchange Installation
• Office 365 Installation
• An Overview
• Timesheets
• Time Off
• Contacts

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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 - User Custom Fields
• HR Module - Security
• Automated Activities - HR Activities

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

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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
• Fee Estimator - Projected Margin Tab
• 3. Owner, Project Manager and Wingman Explained
• 4. Following Up and Winning a Project
• How do I create (or update) a Fee Estimator template?

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Projects Tab Guides

• Consolidated Invoicing
• Internal Invoicing
• Resourced Time & Materials Invoicing
• Strict Invoicing Controls
• Project Teams
• How do I find a project that's not in my Favourites?

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Resourcing

• Staff Utilization Report
• Staff Availability Report

Time Tab Guides

• PTO (Paid Time Off)
• 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
• Internal Timesheet Codes
• Expense Categories
• Mileage Rates Management

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Report Builder

• Invoices Last Month - Example Report

System Requirements

• Minimum requirements for using CMap