Upgrade your account to own and control your project data.

Company Administration

Subscriber

Contributor (You)

Update Company Details

Edit company name, company description, and business type.

Manage Company Users

Add and remove users from projects, and assign project permissions.

Manage Company Standard Forms

Customize system forms and build custom forms to enforce your organizational standards.

Create Company Print Templates (Merge)

Add your brand logos, colors, and language to documents printed from ProjectTeam.com.

Run Company/ Cross-Project Reports & Dashboards

Build custom reports to aggregate data across all of your projects and highlight critical issues and trends.

Project Administration

Subscriber

Contributor (You)

Create Projects

Create projects from scratch or use project templates to get started quickly.

Manage Project Users

Add and remove users from the project, and assign user permissions.

Create and manage Share Groups

Group together similar users which makes it easier to share information.

Set Up Auto-Share Rules

Eliminate user error by setting up rules that automatically share data for certain use cases.

Manage Project Budget

Set up Account Codes and tie them to budget information and then track amendments, costs, and commitments.

Build Custom Forms

Track everything that happens on your projects with custom forms that include text, number, table, and formula fields.

Configure Visual Workflows

Create step-by-step workflows to route information to the appropriate team members at the right time. Each workflow shows a visual chart and detailed activities.

Create Project Print Templates

Create templates specific to a project that highlight your brand logos, colors, and language.

General Project Features

Subscriber

Contributor (You)

View and Edit Forms

View and edit forms you have access to and keep track of everything in an organized log that helps you sort, filter, and find information quickly.

Invite Others to Join the Project

Invite users to join the project from the project directory or by sharing information to an email address.

Lock and Unlock Forms

Lock forms at any point to make sure no future changes can be made and give your data extra security.

View Forms "As Of" a Previous Time/Date

Take a look back in time to see all previous changes made to any form and analyze past conditions.

Extra Sharing Options

Share forms with everyone on the project using a special "All Users" group and share information directly with new users using their email addresses.

Create Project Reports

Pull information tracked on projects into detailed reports and print to Excel, PDF, CSV, or Word. You can also schedule reports to automatically deliver to any email address on recurring bases.