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Knowledge Base

Documentation Library

Trusted playbooks for owner-representatives, facilities teams, and construction finance leaders.

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Getting Started

Everything required to launch PRJCT X for a midsize commercial program—from tenant improvement templates to user provisioning.

  • Workspace Provisioning Checklist

    20 minute read

    Create environments, connect identity providers, and configure branded domains in under an hour.

    Read guide

  • Owner-Representative Playbook

    18 minute read

    Pre-built cost codes, change order stages, and audit logging defaults tailored for owner-reps.

    Read guide

  • Data Migration Guide

    15 minute read

    Step-by-step CSV import templates for projects, vendors, cost codes, and active RFIs.

    Read guide

Operations & Workflows

Deep dives into the workflows that replace spreadsheets and email threads for construction teams.

  • Change Management Lifecycle

    12 minute read

    Automated routing, approval tiers, and budget impact tracking that syncs to accounting nightly.

    Read guide

  • Daily Reports & Field Capture

    10 minute read

    Collect labor, equipment, weather, photos, and issues in 5 minutes using mobile-first forms.

    Read guide

  • Closeout & Turnover Packages

    14 minute read

    Configure completion checklists, submittal requirements, and automated archival exports.

    Read guide

Integration Toolkit

Use our API and managed connectors to keep accounting, document control, and BI platforms in sync.

  • API Reference

    Live reference

    Comprehensive REST endpoints with example payloads for projects, RFIs, and cost events.

    Read guide

  • Accounting Connectors

    12 minute read

    Guides for Sage Intacct, Vista, and QuickBooks Online including webhook payloads.

    Read guide

  • Single Sign-On (SSO)

    9 minute read

    How to configure SAML and SCIM with Okta or Azure AD for secure provisioning.

    Read guide

Release Notes

Monthly highlights for platform updates, integrations, and compliance improvements.

View full changelog

2025.02

  • Portfolio dashboard with earned value and work-in-place trend lines
  • Automated document transmittals for drawing revisions
  • New JD Edwards cost ledger sync (beta)

2025.01

  • Granular permission sets for owner vendor coordination
  • Daily report mobile offline capture
  • Expanded change order impact scenarios (budget + schedule)

Need Implementation Support?

Our deployment specialists will configure workflows, migrate historical data, and train your teams. Choose assisted onboarding or dedicate an in-house champion—we support both.

Schedule enablement session Download implementation checklist