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PM Workflow Tutorial

The PM Workflow tutorial walks a project manager through the complete first-month lifecycle of a project — from creation through the first certified IPC.

Watch the tutorial​

Scene list​

  1. Welcome / brand intro
  2. Login + dashboard tour
  3. Pick a company
  4. Open the project module
  5. Create a new project
  6. Set baseline (budget, dates, milestones)
  7. Add stakeholders
  8. Upload contract to DMS
  9. Open BOQ workspace
  10. Import BOQ from Excel (Smart Importer)
  11. Review and lock BOQ revision v1
  12. Configure approval workflow for IPCs
  13. Schedule first inspection from BOQ line
  14. Inspector signs off on mobile
  15. BOQ line becomes claimable
  16. Create first IPC
  17. Apply retention and MOS
  18. Submit IPC for approval
  19. Approver acts on IPC
  20. Client certifies IPC
  21. Mark IPC as paid
  22. Wrap-up + next steps

What you'll learn​

  • Project creation and baseline configuration.
  • BOQ import and revision management.
  • Inspection scheduling and execution.
  • IPC math: cumulative, retention, materials-on-site, advance recovery.
  • Approval workflow basics.

Companion docs​