Keeping your in-progress and planning projects updated as work progresses is essential for smooth operations and successful outcomes.

Using Managemate, you can regularly update your project’s details, budget, timelines, add activities or status updates with ease, helping you keep clear communication with other board members and managers and keep on track of long term projects.

Keep track of the vendor’s your condominium uses and their work by linking them to projects, helping you make informed decisions in the future.

There are two ways to link vendors to a project:

Start off by accessing the project you want to link a vendor to. For more information on how to do this, read this article. Once you open your project record, scroll to the bottom of the page.

To add an existing vendor type in their name in the search bar, or for new vendors click “Create New Vendor”.

Go to the Vendors section from the main menu.

Click on the vendor you want to link to a project.

Scroll to the bottom and search for the project you want to link with the vendor.

Whenever you receive a new record, whether a quote or an invoice, it may be a good idea to link it to the project it concerns so that the record does not get lost in an infinite list.

Link records, such as documents and invoices, either when creating them or later by editing them. You may even edit records that were created from email to link them to a project. Learn how to create records from email here!

Click on the “Add new document” or “Add invoice” button.

Fill in the record’s information.

In the third sub-section of the popup, type in the project name you want to link.

Click “Create” to save your actions.

Navigate to the document or vendors tab, then click the name of the vendor or document you would like to add a project to, or the eye icon under the “Actions” column.

Scroll to the bottom of the page to find the "Linked Records" section. Click on "Link Document to a Project" and search for the project you would like to add.

Navigate to the activities tab, then click the edit icon next to the activity you want to add a project to.

Click "full edit view" and scroll to the last line in the "activity information" section.

Enter the related project’s name and click on the project you want to add.

Click “Save” to confirm your edits.

Use tags to not only simplify record-keeping, but also help board directors and managers make quicker and more informed decisions based on comprehensive historical data.

Add tags by clicking the inline edit icon next to the project description. A pop up will appear, allowing you to details of the project. You will be able to find the option to add or remove tags at the bottom of the popup.

If you want to remove tags, while in the popup, by selecting the cross next to the tags

Once you are done, click “Save” to ensure all changes are saved.

Throughout a project's lifecycle, unexpected milestones or necessary changes may arise that need to be documented. Managemate is designed to accommodate and manage all these needs seamlessly.

Start by heading to the project concerned, then, scroll down to the "Activities" section.

If this an existing activity that only needs to be linked to the project.

Click “Add existing activities”.

Enter the name of the activity in the search box and select a record.

Click “Add activities” to save your changes.

If you need to create a new activity, click “Add new activity”.

Fill in the activity’s information.

Select the check mark to create the activity.

Occasionally, it's necessary to adjust a project's original objectives and scope to respond to new circumstances or evolving goals. With Managemate's project management features, you can effectively manage these changes and ensure your project stays on track.

Start by accessing the project concerned. For more information on how to do this, read this article.

To change a project's objective and scope, first click on the project to be modified.

Click on the inline editing icon, beside the project description.

In the popup, alter the objective to ensure your board and manager are aligned on the goal for the project.

Set the scope to ensure everyone is on the same page about the deliverables and clear about what is, and is not, covered in the project.

Then click on the “Save” button on the bottom before exiting.

Start off by accessing the project you want to update. For more information on how to do this, read this article.

Click on the project to be modified.

Scroll down to the Schedule sub-section and click on the inline edit icon.

Enter the new dates corresponding to the updated timeline.

Then click on the checkmark to confirm your changes.

Maintaining an accurate and current budget is crucial for effective project management. In Managemate, add cost estimates along with their descriptions to maximize transparency.

Start off by accessing the project you want to add costs to. For more information on how to do this, read this article.

To change your project's budget, first click on the project to be modified.

Scroll to the fourth sub-section, "Budget".

If a new cost is being added, click on the “Cost Estimate” button to insert an empty cost record.

Modify an existing cost or the new empty cost record by clicking the inline edit icon next to the cost.

Enter all the required information then click on the checkmark to save your changes.

Accurately capturing and tracking expenses is essential for maintaining a clear financial overview of your projects. For instance, when a vendor provides services or delivers materials for a project, capturing and adding these invoices to your projects this expense through an invoice ensures it is recorded and accounted for.

First, access your project. For help on accessing your project read this article.

Once you are in your project, head to the “Project Invoices” tab and click the “Add Invoice” button.

As you link invoices to your project, you will be able to see how much of your budget has been used on the “Project Details” page under the “Invoice vs. Budget” title.

Keeping track of all modifications to a project is vital for ensuring transparency and accountability. In Managemate, you can easily review changes made to any project, such as updates to timelines, budgets, or assigned tasks.

First, access your project. For help on accessing your project read this article. Then click on the three green dots on the top right and select “Changelog”.

Here you are provided with the following: