CMFusion Help Guide

General

Help FAQ

I didn't receive Confirmation Instructions

Getting Started

Account Overview Video

Update Profile Information

Account Settings

Specialty Codes

Add Custom Specialty Codes

Login Details

How to change the email address for your account

Billing Management

View Billing History

Adding/Editing Your Credit Card Info

Change Your Payment Preference

Account Billing Video Tutorial

Project Templates

Create Project Templates

Project Template Tutorial Video

Contact Management

Adding/Editing Contacts

Date Format

Set Date Format Preference

Currency Settings

Change Currency Settings

Projects

Project Creation

Creating Your First Project

How to Create a New Project

New Project Creation Video (Quickstart)

New Project Creation Video (Using Templates)

Project Overview Video

Project Settings

Create/Manage Project Member Roles

Manage Project Permissions

Add/Remove Project Administrators

Manage Document Categories

Manage Document Statuses

Manage Submittal Statuses

Project Menu Customization

Project Home

Project Home Video Tutorial

Add Project Member

Project Scheduling

Schedule Management

Create Schedule Items

Export Schedule

Copy Project Schedules

Project Scheduling Video Tutorial

Import Projects from Microsoft Project

Account Level Schedules

Project Completion Percentage

Views and Filters for Project Schedules

Project Scheduling: Calendar View

Project Cost Tracking

Cost Tracking Management

Create/Manage Cost Tracking Categories

Create/Edit Cost Tracking Items

Export Project Cost Tracking

Cost Tracking Overview Video Tutorial

Customize Cost Tracking Categories

Project Documents

Document Creation

Creating a Document

Link Project Images to a Document

Document Categories

Creating Document Categories

Document Categories Overview Video Tutorial

Create Document Categories Video Tutorial

Managing Documents

Edit Documents

Document Statuses Overview Video Tutorial

Documents Overview Video Tutorial

Document Feedback and PDF Annotation

Project Members

Project Member Management

Project Member Permissions Video Tutorial

Project Member Roles Video Tutorial

Project Teams Video Tutorial

Project Images

Create a Project Image

Project Tasks Management

Create a Project Task

Project Tasks Video Tutorial

Reassigning and Completing Tasks

Project Submittals

Submittal Management

Add Submittals

Edit Submittals

Submittal Reporting

Submittal Statuses Video Tutorial

Submittals Overview Video Tutorial

Bid Requests

Managing Bid Requests

Manage Bid Request

Create New Bid Request

Create New Bid Request Video Tutorial

Bid Request Management Video Tutorial

RFI

RFI Video Tutorial

RFI Overview Video Tutorial

RFI Default Settings and Auto Reminders

Field Reports

Field Reports Video Tutorial

Create Field Reports Video Tutorial

Field Reports Search Functionality

Field Reports: Missed Delivery Option

Weather Reports

Project Change Orders

Change Order Approval Settings

Punchlists

Exporting Punchlists

Punchlists Overview Video

Project Communication

Email Reminders for Project Management

Inline Email Communication

Project Time Tracking

Project Time Tracking Video Tutorial

Global Time Tracking

Meeting-Minutes

CM Fusion Help