Getting Started

So you've just signed up for Projectmates.  Congratulations! You're one-step closer to low maintenance project management!  You're probably now wondering, 'What's Next?'

Below are 5 simple steps to getting started with Projectmates.

Step 1 - Installation:  If you have purchased Projectmates as an Installed Solution, you will need to get your server ready and register your Projectmates URL.  If you are a new Total Control client, we will do this for you.  For all of our new clients, we will install Projectmates and design your Portal, or Login, page.

Step 2 - Admin Training:  Projectmates' Implementation and Training team will train your administrators and conduct interviews with key players to get a feel for your company's processes in order to get the most out of our software.

Step 3 - Create a Template Project:  Creating a Template is a crucial step in Projectmates Implementation.  This template will contain all of the tabs, menus, and user permissions that will be common to all of your projects.  Once this is done, creating new projects will be as simple as copying these settings from your template and adding the appropriate users.

Step 4 - User Training:  Now it's time to train your users.  This step may consist of several small trainings targeted to specific groups of users.  For example, you could have separate trainings for your various departments or for outside vendors.  Although Projectmates has very detailed and user-friendly help guides, it is also a good idea to create your own training materials and help guides specific to your company's practices.

Step 5 - Launch:  Now you're ready to launch your projects.  You should first do a 'soft launch' with a single project with only a handful of users.  Work on this project for a few weeks and document any concerns or issues.  Our Implementation Team will be in constant communication with you to address any concerns and, if necessary, process customization requests. Once all issues have been resolved, you can launch all of your future projects in Projectmates.