Workflow steps can be individually tailored to your needs. On the Templates tab in the Workflow page (Workflow/Setup/Workflow), each line in the grid has a number of options you can select/deselect, including "Can Edit Records".

Each project can have a different currency. Open the project (Portfolio/Lists/Projects) – the Currency field is in the header of the record.

Projects don’t appear in this drop-down list for one of two reasons:

1. 1. The project is inactive. Solution: Open the project in the Projects page (Portfolio/Lists/Projects) and verify that the Inactive toggle button in the toolbar is not selected. If the project is inactive, the button looks like this:.
   If the project is active, the button looks like this:.
2. If the project is active, the button looks like this: Cost Codes for the project have not yet been set up. Solution: Open the project in the Costs Codes page (Cost Management/Budgets/Cost Codes) and create at least one cost code.

By default, all record types can be uploaded to PMWeb. You can use the PMWeb Admin utility to list record types (file extensions) that are not allowed, if you wish.

An easier approach is to select the phase before adding the assembly to the estimate. In the header of the Assemblies dialog select a phase from the drop-down list. When you save the assembly to the estimate the phase will automatically be added to each line.

• Open Workflow/Setup/Workflow
• Click on the APM Rules tab
• Use the navigator drop-down in the toolbar to select a project or “(System)”
• Click a form type in the PMWeb Forms tree
• Click the New Record button in the toolbar or press Alt+n
• Click in the Rule Name field and type a name
• Click in the Template drop-down list to select a template
• Click the Save Record button in the toolbar or press Alt+s
• Click the Add Condition button and fill in the fields (Add as many conditions as you wish)

Both are easy and fast ways to get spreadsheet data into your estimate. The major differences are:

1. To paste from Excel you must first copy a range of spreadsheet cells to the clipboard and the columns of spreadsheet data must be in the same order as they appear in your PMWeb estimate.
2. When you import from Excel you don’t have to copy to the clipboard and you can map columns in the spreadsheet to columns in PMWeb. (You can also ignore spreadsheet columns that you don’t wish to import.)

To paste from Excel, click the Paste From Excel button in the header of the PMWeb Estimates grid (Planning/Estimates). To import from Excel, click the Import button in the toolbar and select “Estimates Detail” from the drop-down list.

Yes, you can! You can view tables of all of the Mathematical Operators, Functions and Logical Symbols available to use in formulas by opening the Formulas page (Planning/Setup/Formulas) and clicking the Help button.

The cost rate is determined by the combination of Classification and Pay Type you select. Rates are entered in the Classifications Matrix page (Portfolio/Lists/Classifications Matrix).

Yes, by using the requisition code feature. This is too big a topic to cover here but the short version is that you can use Req Code fields on records like Progress and Miscellaneous Invoices as well as Timesheets and automatically import them into your Requisition to your client (Cost Management/Invoices/Requisitions). Add your markup and you’re done.

All you need to do is create a user account for them and assign them a password. You can assign them either a User or Guest license – either license type will allow them to enter online bids. For more information, ask your PMWeb reseller about licensing and workflow tutorials.

Open the assembly (Planning/Setup/Assemblies). Add the diagram image as an attachment and make sure to put a check in the Display in Image Gallery field. Save the attachment, click on the Details tab – the image appears! The image will also be displayed in the Add Assembly dialog at takeoff time.

There are several ways to adjust this; our suggestion is to create a Journal Entry record (Cost Management/Budgets/Journal Entries). That way you keep the history of the original entry as well as the adjustment. You can even route the Journal Entry for workflow approval if you need to. In the Journal Entry grid create one line that backs the cost out of the erroneous Cost Code and a second line to allocate it to the correct Cost Code. For more information, see your PMWeb reseller about tutorials.

Yes, this is definitely possible. Open the Workflow page (Workflow/Setup/Workflow) and on the Roles tab place a check in the “Allow roles to be used more than once in a workflow.” field. Now you can add your boss’ role as often as you need to in each template.

Create an Equipment Resource for this and give it cost rates (Portfolio/Lists/Resources/Equipment Tab). In the Work Order, click on the Resources tab and add a line in the Equipment grid. Select the resource from the drop-down list, enter the hours used (Operating, Standby and Idle) and save the line. You can reuse the new resource whenever you want to charge it off.

The simplest way is by adding them directly in the Cost Ledger (Cost Management/Budgets/Cost Ledgers).

Yes, PMWeb allows you to create change orders with or without first creating change events. When you are creating contract or subcontract change orders you have a choice to link to previously defined change events or to type lines directly in the change order (you can mix both methods in one change order). No matter which method you choose, your changes are posted to the cost ledger.

Do this:

1. Open an estimate (Planning/Estimates).
2. Click the Export to Excel button on the toolbar.
3. Save the spreadsheet somewhere convenient. Now you have a properly formatted spreadsheet to use as a template for copy and paste.

The PMWeb options on the Generate menu are only available if the status of the estimate is “Approved”.