Support  ›  User Guides

• 1.0 HOME
  • 1.1 Login & Navigation
  • 1.2 My Contacts
  • 1.3 My Projects
  • 1.4 To Do
  • 1.5 Using the Help (?) Features
• 2.0 EMAIL
  • 2.1 Email Design Brief
  • 2.2 Email User Manual
• 3.0 CONTACTS
  • 3.1 Contacts: Menu Bar Functions
  • 3.2 Contacts: Details
  • 3.3 Contacts: Projects
  • 3.4 Contacts: Email
  • 3.5 Contacts: Staff
  • 3.6 Contacts: Map, Notes & To Do List
• 4.0 PROJECTS
  • 4.1 Menu bar functions
  • 4.2 Details & Email
  • 4.3 Design DNA (DDNA)
  • 4.4 ProForm Tools
  • 4.4.1 Common tools
  • 4.4.2 Stage 100 tools
  • 4.4.3 Stage 200 tools
  • 4.4.4 Stages 300-600 tools
  • 4.4.5 Stages 700-800 tools
  • 4.4.6 Stage 900 tools
  • 4.5 Checklists
  • 4.6 Project Team
  • 4.7 TeamWork
  • 4.8 Map, Notes & To Do
  • 4.9 Add New Project Discipline
• 5.0 OFFICE/SYSTEM ADMIN
  • 5.1 Office Admin: Managing Value Lists
  • 5.2 Office Admin: New TeamWork Templates
  • 5.3 Office Admin: Managing Profiles
  • 5.4 System Admin: Firm Details Setup
  • 5.5 System Admin: Office Settings
  • 5.6 System Admin: Users
  • 5.7 System Admin: Custom DDNA & System DDNA
  • 5.8 System Admin: Creating Project Guides
  • 5.9 Printer Setup & Printing
• 6.0 SYSTEM SETUP
  • 6.1 Initial installation & configuration
  • 6.2 Small office systems
  • 6.3 Server-based systems
  • 6.4 iPhone / iPad installation
  • 6.5 Importing Existing Contact Records
  • 6.6 iProjects demo setup
• 7.0 QUALITY MANAGEMENT
  • 7.1 Completing a QM Manual
• 8.0 DESIGN RISK
  • 8.1 DR01 Using DesignRisk
  • 8.2 DR02 Dealing with “Gatekeeper” Project Managers
  • 8.3 DR03 Project Team Coordination
  • 8.4 DR04 The Client Comfort Zone
  • 8.5 DR05 Green Cheese: Mold is a 4-letter word
  • 8.6 DR06 OH&S Design Responsibilities
  • 8.7 DR07 Project coordination tools that work
  • 8.8 DR08 Scope creep and how it stop it
  • 8.9 DR09 Value Engineering vs. Cost-slashing
  • 8.10 DR10 Controlling Substitution Requests
  • 8.11 DR11 The danger of Unqualified Certifications
  • 8.50 DR50 DesignRisk Exports
  • 8.51 DR51 Lower Your Firm Risk Profile