Project Management
Guides on managing projects in Knowify. Scheduling, phase management, client communication, etc.
General
- Tasks dictionary [Enterprise plan]
- Customer portal [Enterprise plan]
- Additional dashboard cards [Enterprise plan]
- How to store documents in Knowify
- Use job tags to track leads
- Contract Jobs Table
Plan & Track
Time Tracking
See all 25 articlesJob Costing
- Resource budgeting [Growth and Enterprise plans]
- How to exclude tax rates from job costing
- Approving Purchases and Approval Authority
- Flexible spending purchase orders
- How reimbursements work in Knowify
- How to close a purchase order (without bill)
Subcontractor Management
- How to log subcontractor costs in jobs
- Subcontractor reporting [Enterprise plan]
- Advanced subcontractor management [Enterprise plan]
- How to mark a vendor as a subcontractor
- How to delete a subcontractor PO
- Tracking a multi-line subcontract in Knowify
Contract Management
- How E-Signature Works
- How to delete a contract
- Taxes in AIA contracts
- Getting customized proposal/invoice templates in Knowify
- How to delete a deposit
- Deposit vs. Down Payment
Change Order Management
- How turn a Change Order into a Phase in Plan & Track
- Change Order Report
- How to apply a client credit or refund
- How to create a change order
- How to delete a Change Order
- How to revert a change order to draft
Service Jobs
Invoicing
- How to edit the schedule of values on an AIA contract
- How to change the invoice number
- How to manage and invoice holdback on contracts
- What is stored materials for in AIA invoicing?
- How to record partial invoice payments
- How to create a schedule of values invoice to send to the customer
Scheduling
- Managing dependencies
- Advanced scheduling: Job Board [Growth and Enterprise plans]
- How to generate a gantt chart for a project
- How to view an employee's schedule
- How to schedule an employee on a job/phase using Job Board [Growth & Enterprise plans]
- How to change the dates of a job in corporate calendar