Managemate’s Projects feature can be used to plan and track work that takes place over a period in your community association or condominium. This includes capital projects, larger property repair & improvement initiatives, important events, regulatory or legal processes, or other work that involves several steps before it can be completed.
Option 1: Creating a Project from the Dashboard of Managemate Application
Click the Create New dropdown.
Click Create a Project
Fill out the Create Project Form
Click the Create button to save
Option 2: Creating a Project from the of Project Section the Managemate Application
Go to the Projects section in the left-side menu.
Click Create a Project
Fill out the Create Project Form
Click the Create button to save
Description of the Fields in the Create Project Form
Project Summary
Project Name (Required) - Enter the project name.
Stage: Select the current stage:
Planning – Work is being planned (e.g., gathering quotes, setting schedules). Construction or major activities haven’t started yet.
In Progress – Work is underway. Tasks and milestones are being assigned and are in progress, or completed.
Completed – All work and deliverables are finished.
Inactive – The project is paused or on hold, with no ongoing work.
Project Coordinator - Assign a user responsible for keeping the project up to date.
Priority - Define the importance of the project (Low, Medium, High).
Tags - Add tags to help categorize and identify documents easily. You can also create new tags within.
Please refer to the article “What is Managemate Tags Feature” to learn more about tags.
Project Description
Objective - The objective defines the main goal of the project, answering “Why are we doing this?” For example: “Replace the building’s roof to prevent leaks and improve insulation” or “Organize the annual community meeting to update all owners.” Clear objectives keep the project focused and aligned with results.
Scope - The scope sets the boundaries of the project, what is included and excluded. For example: a roof replacement may include removing old materials, repairing structural damage, and installing new shingles, but exclude interior repairs. An annual meeting may cover booking the venue, arranging catering, and distributing minutes, but exclude resolving individual unit issues.
Project Dates
Set the planned start and end dates. These can be updated later if the schedule changes.
Activities
You can link activities to track a project’s progress, showing what has been completed and what is still pending (e.g., a Rules Revision project might include activities such as Create Draft, Send Update, Review Rules, etc.).
Use filters to quickly view activities by status and updates. You can also create or update activities directly in this section.
Please refer to the articles “How to Update an Activity” and “How to Create an Activity in Managemate” for detailed instructions on creating and updating activities.
Budget Estimate
Helps you plan and track expected project costs.
Click the Add Cost Estimate. Fill the following fields
Cost Name (Required)
Cost Description
Cost Estimate
Estimated Payment Date
Note: You may see a cost summary in this section, all cost items you enter will be summarized in this section:
Other Cost Estimate – Displays the cost estimates you’ve added. The total increases as you add more cost estimates.
Activities Cost Estimate – Shows the total cost estimates of all activities linked to the project.
Total Budget Estimate – The combined amount of Other Cost Estimates and Activities Cost Estimates.
Project Vendors
Link vendors to the project to track their work, fees, and performance.
Add Invoices to Project
Add invoice records to track expenses and compare them against the project budget.
Add Documents to Project
Link a project-related documents to keep everything centralized, accessible, and organized for smoother project management.
Note: Please refer to the article “How to use Managemate Cross Linking Records feature” to learn more.