I didn't receive Confirmation Instructions

After signing up for CM Fusion you should receive confirmation instructions via email to confirm your account. If you don't receive this email please try the following

Account Overview Video

General overview of your account inside CMFusion.

Update Profile Information

If you want to update your profile information for CMFusion, click the Profile Information tab in the drop down list under your name in the top right corner.

Add Custom Specialty Codes

You can now add custom specialty codes in your Account Settings area.  These codes allow for custom divisions and specifications.

How to change the email address for your account

In the event that you need to change the email address for your account, you can do so through the Account settings

View Billing History

To view your billing history and invoices, start by clicking the Account Settings tab in the drop down list under your name in the top right corner.

Adding/Editing Your Credit Card Info

Start by clicking the Account Settings tab in the drop down list under your name in the top right corner.

Change Your Payment Preference

Start by clicking the Account Settings tab in the drop down list under your name in the top right corner.

Account Billing Video Tutorial

Video overview for the billing section of CMFusion.

Create Project Templates

When you create your first project in CMFusion, we create a basic template using the document categories you enter during the project setup.  We also provide a default template that CM Fusion created geared towards commercial projects that you can use.  

Project Template Tutorial Video

Video overview for project templates inside CMFusion.

Adding/Editing Contacts

Contacts are primarily being used in Bid Requests at this time. However, they will be used in other areas of CM Fusion in the future.  

Set Date Format Preference

To start, click on the Account Settings tab under your name in the top right corner.

Change Currency Settings

Learn how to update the default currency setting inside your CMFusion account.

Creating Your First Project

After you've confirmed your account, you can create your first project.  Upon logging in you should see a Dashboard similar to the screenshot below:

How to Create a New Project

Note: this is the process for creating a new project AFTER you're already created at least one project.  Refer to our Creating Your First Project if this is your first project.

New Project Creation Video (Quickstart)

Overview of how to create a new project inside CMFusion.

New Project Creation Video (Using Templates)

Overview of how to create a new project using templates inside CMFusion.

Project Overview Video

Overview of projects inside CMFusion.

Create/Manage Project Member Roles

To start, select the Projects tab on the top menu. This pulls up a list of your current projects.  Select the project you want to edit.

Manage Project Permissions

Project permissions are used to control the parts of the project the project member has access to.  Project permissions are initially set when the member is invited, but this is a tutorial on how to edit those permissions.

Add/Remove Project Administrators

Adding and removing project administrators can only be performed by the project owner.

Manage Document Categories

This article teaches you how to manage your document categories.  More specifically, you can add a document category, add a sub category, set permissions, and edit/delete categories.

Manage Document Statuses

 To start, select the Projects tab on the top menu. This pulls up a list of your current projects.  Select the project you want to edit.

Manage Submittal Statuses

Managing submittal statuses is only an option for Pro members.

Project Home Video Tutorial

Video overview for the project home screen inside CMFusion.

Add Project Member

To invite a project member to join your project, click the Project Members area on your project's home page.

Create Schedule Items

Start by clicking the Projects tab in the top menu. Select which project you want to make a scheduling item for.

Export Schedule

This article shows you how to download your schedule as a pdf. Start by clicking the Projects tab in the top menu.

Project Scheduling Video Tutorial

Video overview for how to schedule projects inside CMFusion.

Import Projects from Microsoft Project

Follow the instructions below to download and import your Microsoft Projects into CMFusion.

Account Level Schedules

CMFusion now enables you to view the schedules for all projects in your CMFusion account.

Project Completion Percentage

The project schedule module has recently been upgraded to include the completion percentage for all scheduled items inside of your projects.

Views and Filters for Project Schedules

The project schedule module has recently been upgraded to give you new views and filters for viewing project schedules.

Create/Manage Cost Tracking Categories

Start by going to the Projects tab in the top menu.  Select which project you want to edit.

Create/Edit Cost Tracking Items

Start by going to the Projects tab in the top menu.  Select which project you want to edit.

Export Project Cost Tracking

Start by going to the Projects tab in the top menu. Select which project you want to edit.

Cost Tracking Overview Video Tutorial

Video overview for how cost tracking works inside CMFusion.

Creating a Document

To start, click the "Documents" tab of a project.  You should see a view similar to the screenshot below: Note - if you have no documents you will see an alert prompting you to add a document.

Link Project Images to a Document

Inside your project, go to the Documents tab on the left margin. Navigate to your document by selecting which category it is stored in.

Creating Document Categories

Document categories allow you to organize your documents in project "folders." You can create and manage as many document categories as needed.

Document Categories Overview Video Tutorial

Video overview for document categories inside CMFusion.

Create Document Categories Video Tutorial

Video overview for creating document categories inside CMFusion.

Edit Documents

To start, click the "Documents" tab of a project.  You should see a view similar to the screenshot below: Note - if you have no documents you will see an alert prompting you to add a document.

Document Statuses Overview Video Tutorial

Video overview for document statuses inside CMFusion.

Documents Overview Video Tutorial

Video overview for documents inside CMFusion.

Project Member Permissions Video Tutorial

Video overview for Project Member Permissions inside CMFusion.

Project Member Roles Video Tutorial

Create a Project Image

Let's start by going to the Projects tab in the top menu.   Then select which one of your projects you want to add an image to.

Create a Project Task

Project Tasks Video Tutorial

Reassigning and Completing Tasks

Inside your project, navigate to the Project Tasks tab on the left.  Click View Task to open the task. To re-assign a task, click Re-assign Task. To mark a task as completed, click Change Status inside the task.

Add Submittals

This article shows how to add new submittals.  Submittals are only available for Pro members.

Edit Submittals

This article shows how to edit existing submittals.  Submittals are only available for Pro members.

Submittal Reporting

This article shows how to create reports of your submittals.  Submittals are only available for Pro members.

Submittal Statuses Video Tutorial

This article provides an overview for submittal statuses inside CMFusion.

Submittals Overview Video Tutorial

Video overview for Submittals inside CMFusion.

Manage Bid Request

To edit a bid request, start by clicking the Bid Requests tab in the top menu. This page shows all your bid requests.  To edit a bid request, click the blue View button next to that request.

Create New Bid Request

To create new bid request, start by clicking the Bid Requests tab in the top menu. Next select the blue New Bid Request button.

Create New Bid Request Video Tutorial

This article provides an overview on how to create a new bid request inside CMFusion.

Bid Request Management Video Tutorial

This article provides an overview on how to create a new bid request inside CMFusion.

RFI Overview Video Tutorial

Create Field Reports Video Tutorial

Field Reports Search Functionality

If you are looking to quickly find a specific field report, you can search all of your field reports for specific creators to access them.

Field Reports: Missed Delivery Option

To help you keep track and monitor any items that have been missed from deliveries, you can now call out any items that have not been delivered in your Field Reports.

Weather Reports

May 6, 2022

Inside of Field Reports, you will now see in depth weather updates for the day of the Field Report.

Change Order Approval Settings

Learn how CMFusion helps manage change orders with a multi step approval process.

Exporting Punchlists

If you are looking to export your punchlist items from CMFusion, follow the easy steps below.

Punchlists Overview Video

Learn how to manage punchlist items with CMFusion construction management software.

Email Reminders for Project Management

CM Fusion enables you to manually or automatically remind your project members of project tasks and due dates with email reminders.