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    PM4+ Learning Center - Partners

    Work Instructions

    • 1 PM4 Basics
    • 2 RFIs
    • 3 Submittals
    • 4 Project Files and EPR
    • 5 Quality
    • 6 Inspections and Tests
    • 7 Change Management
    • 8 Daily Work Records
    • 9 Subcontract Management

    Related Resources

    • 10 Get Started with the PM4+ Learning Center
    • 11 PCL PM4+ Onboarding
    • 12 Enroll in Multi-factor Authentication (MFA)
    • 13 Troubleshoot a Password Reset
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      • Basic Navigation in PM4+
      • Basic Anatomy of a PM4+ Record - Log and Details View
      • Sort, Filter, and Search in PM4+
      • Export Records to Excel
      • Format Text with the Rich Text Editor
      • Acceptable File Types in PM4+
      • Create a Custom View
      • Create a Custom Workspace
      • Personalize a Workspace Link
      • Personalize a Workspace List
      • Personalize a Workspace Tile
      • Set Your User Options
      • RFI Management Workspace
      • Use the RFI Ball in Court View
      • Review and Respond to an RFI as a Primary Consultant
      • Manage Sub-consultant Collaboration (Primary Consultant)
      • Review and Respond to an RFI (Sub-consultant)
      • Send an RFI for Owner Review (Primary Consultant)
      • Review an RFI as an Owner
      • RFI Management Workspace
      • Use RFI Ball in Court View
      • Create and Submit an RFI Request
      • Submittal Management Workspace
      • Use the Submittal Ball in Court View
      • Manage Sub-consultant Collaboration
      • Review a Submittal as a Primary Consultant
      • Review a Submittal as a Sub-consultant
      • Send a Submittal for Owner Review (Primary Consultant)
      • Review a Submittal as an Owner
      • Submittal Management Workspace
      • Submit a Submittal to PCL
      • Download a Closed Submittal Package
      • Consultants, Clients and Design Teams Project Links Workspace
      • Access the EPR from PM4+
      • Access the Project Files Folder in PM4+
      • Quality Management Workspace
      • Review the Proposed Fix to a 'Nonconformance' Quality Deficiency - as a Primary Consultant
      • Manage Subconsultant Input on a Proposed Fix Under Review
      • Review the Proposed Fix to a 'Nonconformance' Quality Deficiency - as a Sub-consultant
      • Review the Proposed fix to a Quality Deficiency as an Owner
      • Sign-off on Nonconformance as a Consultant
      • Sign-off on Nonconformance as an Owner
      • Quality Management Workspace
      • Provide a Proposed Fix to a Quality Deficiency
      • Attach Report to an Inspection and Test Item (Consultant and Owner)
      • Contribute to an Inspection and Test Item
      • Attach Report to an Inspection and Test Item
      • CRX Approval Workspace
      • Package Management Workspace
      • View Document Log and Revision Inquiry
      • Create and Update Package Records
      • Respond to a Quote Package as Approver
      • Respond to a Quote Package as Reviewer
      • CRX Pricing Workspace
      • Create a CRX Request
      • Review and Submit a Request
      • View Document Log and Revision Inquiry
      • Daily Work Record Management Workspace
      • Create and Submit a DWR
      • Download a DWR Template
      • Delete a DWR
      • Subcontract Management Workspace
    • Get Started with the PM4+ Learning Center
    • PCL PM4+ Onboarding
    • Enroll in Multi-factor Authentication (MFA)
    • Troubleshoot a Password Reset
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