Directives

Share forms with other users or groups and track when they view the information. Users that have access to forms can collaborate with you in real-time.

Link your directives to other forms such as PCOs, RFIs, and more. Each reference link is a two-way link which makes it easy to navigate between forms.

Build upon standard fields to track all appropriate data. Add your own custom fields to track business-critical data and assign field-level permissions.

All form data collected on your projects can be included in detailed reports and dashboards. Highlight critical items, responsible parties, and due dates.

Set up visual workflows to route information from step to step and track the progress of each document until it passes its final step. Include workflow data in your reports.

Give your teams real-time visibility into the financial health of your projects with up-to-date reports and dashboards. All of your data is available on any device.

Upload attachments on your forms to provide extra detail about each directive. Drag and drop helpful PDFs, photos, office documents, spreadsheets, and more.

Integrate ProjectTeam.com with your current accounting solution to streamline daily tasks and eliminate double entry. Integrations can be bi-directional.