Gatekeeper™  Special Features: the Gatekeeper module creates Project eFolders, records the information gathered from potential clients, then alerts Sales within the System
	Sales  Special Features - the Sales module creates Client system users and grants them access to the Client module where they may view messages sent to them and files uploaded to them by other System users.
	Design  Special Features - Site Evaluation, Room Finish Schedules
	Financial  Special Features - the Financial module creates company profitability reports on each Project in the special Company Dashboard module.
	Personnel  Special Features - the Personnel module creates company personnel users.
	Communication
	Production Special Features - the Production module creates company personnel users.
	Marketing
	System Keeper  This module is used by the company owner and works as an overview of all the activity in the System modules. Only System Keeper may delete files or Projects from the System, providing you with a secure environment of accountability and real-time development. In the System Keeper module System Managers are given access to their modules when System Keeper creates their username and passwords. System Keeper may activate as many System Managers as desired.

1.2 The System User Modules
System Users are created in the Sales system module. Once created, these users have access only to the Project eFolders they have been assigned.

Home Owner - the Home Owner module gives system access to your Clients where they may read and send messages as well as download and upload files to share with other system users.

Guest - the Home Owner may give their guests access to their personal Project eFolder. This special module does not upload or download files, but may view Project information. This proves to be useful for interested friends and family members who wish to review the Project during execution.

Vendor - Vendor users may view the information available only in the Projects that they have been granted access. Vendor users may read and send messages as well as download and upload files to share with other system users

Sub Contractor - Sub Contractor users may view the information available only in the Projects they have been granted access. 

2.0 Special Modules

My Company Calendar - this feature provides an easy-to-use Company Calendar that allows all System Managers to enter appointments for your team.

My Site Evaluation - this feature provides Design with the capability of creating a custom Site Evaluation for each Project.

My Room Schedules - this feature provides Design with the capability of creating custom Room Schedules for each room of each Project.

Sales Crew - for companies with multiple people in their Sales force, Sales may assign Sales Crew to specific Projects.

Super User - specifically for Sole Proprietor companies, this module combines the capabilities of the Gatekeeper, Sales, Design and Financial modules.

3.0 - System Manager and System User Module Features
When you first log in to your System on 'Project, you are presented with User Tips that outline the tools available to you in your module.

On the home page you will see the list of your company's current Projects. System users view the Status for all current Projects on their home page. 

Once you click to choose an eFolder for one of your projects, you have these features available

Send Messages - Use this feature to send mail messages to other System Users. You may also send an Email alert to let your recipients know your message is waiting for them. Only the mail message you send is recorded in your system; email message alerts are not recorded in your system.

Upload Files to Share - Use this feature to upload files for other System Users. You also have access to File Upload Help which outlines how to share files, how to prepare pictures for use in your Client's Picture Gallery, as well as how to share files that are used in specific programs such as Chief Architect, Microsoft Excel or Microsoft PowerPoint.

My Picture Gallery - All System users have access to the Picture Galleries created by Sales for each Project.

My Uploads - Records all files that have been uploaded to you and messages sent by other System users, in chronological order.
All message titles are displayed, which you may click to view.
All file titles are displayed, which you may click to view or download.
On the page that displays your message or file you may also see who has viewed the message or file and when.

My Records - Records all files you have uploaded and messages you have sent, in chronological order.
All message titles are displayed, which you may click to view.
All file titles are displayed, which you may click to view or download.
On the page that displays your message or file you may also see who has viewed the message or file and when.

Add to Gallery - next to each picture upload Sales receives or sends listed in My Records and My Uploads, there is a link to add that picture to the Picture Gallery for that Project eFolder. The System knows when you have received a picture upload, and gives you the opportunity to add it to that Project's Picture Gallery. 

When you add pictures to the Project's Picture Gallery, you may give it a title and description. Within minutes you'll have a gallery of photos to share with all System users in the order you have added them.


View My Crew Directory - View details about your crew of Vendors and Sub Contractors. Allows Sales to manage their System access.

Build My Crew - this feature is used in the Sales module to add Vendor and Sub Contractor System users.

Assign My Crew - After adding System Users, Sales may give them access to the Project eFolders selected. Once Sales has provided them with their username/password, they will have access only to the eFolders they have been assigned.

Home Page Picture - this feature is available for Sales to upload a custom picture for the Home Owner's home page.

Give Home Owner Access - the Sales system user gives Home Owners access to their Project eFolder. Home Owners may create Guest Users who will have access to view the Project's information, but will not be a part of the communication by System Managers. 

Home Owner Picture Gallery - View the pictures added to the Gallery by Sales

Edit Status - in the Sales system, the Status for each Project can be updated, then viewed by all System users.

View Site Evaluation - View the Site Evaluation prepared by Design in the Design module of each Project.

View Room Schedules - View Room Schedules prepared by Design in the Design module of each Project

My Company Dashboard - View the reports created by Financial for your company's profitability.

View Guest Book - When Home Owner and Guest Users first log in, they are requested to sign your Company Guest Book. This feature allows you to view the Home Owners and Guests who have logged in, the time and date of their first and last visits, and how many times they have visited.

Phone (781) 648.5548 for more information.
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After business hours you may Contact Us by email.

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