Quick-Start Guide for Project Managers (PMs)

This guide gives project managers and project team members a quick overview of how to use Siteline to review projects, update billing values, collaborate with the office team, and manage change orders.

Use this guide to understand where to find your projects, how to make invoice updates, and how to communicate with your team inside Siteline.

Most PMs use Siteline to:

Siteline helps keep all of those updates, comments, and statuses tied to the project so your team can stay aligned.

What you see in Siteline depends on your permissions.

Most PMs will not have admin permissions. In many cases, your office team will only add you to the projects you are working on and give you access to the parts of the product you need. If your screen looks different from someone else’s, or if you think you are missing something, contact your office team to request the right permissions.

To return to your home or billing screen at any time, click the orange S in the top-left corner.

From the home screen, you can:

This makes it easier to focus on the projects that need your attention.

When you open a project, you can review several key areas:

Use the bulletin board to leave notes for the office team, such as a phone number, contact detail, or other project-specific information they should know.

The project page also shows your project team, lead PM, and basic project information so you can quickly confirm you are in the right place.

Use the activity log to see what has happened on the project and communicate with your team.

You can:

This is one of the main ways PMs can keep project communication in one place.

If you are responsible for creating a pay app, click Add new pay app from the project page.

In many cases, someone on the office team may already create the pay app for you. If that happens, open the pay app that is already in progress.

Inside the pay app, go to the Invoice tab.

This is where PMs typically make updates to that month’s billing before someone on the office team submits it.

Anything that is not grayed out can be edited. Depending on the project and your permissions, you may be able to update:

You may also see options to:

Over-under billing can be especially helpful when you want to understand whether a project is tracking ahead of or behind projections. Siteline also supports project forecasting, which can help you track billing performance over time.

Once you have made your invoice updates, the next step depends on your team’s internal workflow.

You can either:

When you share for review, you can add a teammate and include a note so they know what to review. They can then look it over, ask questions, and generate the forms needed for submission to the GC.

If backup documentation is needed, such as stored materials support or other project documentation, you can attach it directly to the pay app.

This helps keep supporting documents tied to the billing record.

You can also manage change orders from the project page.

To create a change order request:

Depending on your workflow, you may also be able to:

As the change order moves forward, you can track statuses like:

This helps everyone see where the change order stands and what action is needed next.

Project managers typically use Siteline when they need to: