This path covers everything needed to manage projects and own deliverables in SiteRise — from setup through completion. It's designed for both Project Managers running the full project and Deliverable Owners responsible for specific pieces of it. Estimated time: 2–3 hours for the full path (Deliverable Owners can focus on steps 5–8 for a shorter ~1 hour version).

1. Getting Started & Navigation
Orient yourself to the platform before diving in.
→ Getting Started, Navigation

2. Projects
Understand what a Project is and how the workspace is organized.
→ Projects

3. Creating Projects & Templates
Learn how to set up new projects, ideally from a Template.
→ Creating Projects, Templates

4. Schedules & Critical Path
Build and understand the overall project schedule.
→ Schedules, Critical Path

5. Deliverables, Tasks & Dependencies
Learn how deliverables break down into tasks, and how dependencies connect them.
→ Deliverables, Tasks, Dependencies

6. Date Management & Milestones
Keep dates accurate as work progresses, and track key checkpoints.
→ Date Management, Milestones, Opening Date

7. Collaboration
Communicate with your team and external partners, and mark work complete as you go.
→ Comments, Approvals, External Partners

8. Budgets & Financial Tracking
Set up and monitor your project's budget (primarily for Project Managers).
→ Budgets, Budget Tracking, Forecasting, Cost Categories

9. Construction Workflows
Manage RFIs, change orders, and punch lists as work progresses.
→ RFIs, Change Orders, Punch Lists

10. Reporting
Track progress and share status with stakeholders.
→ Milestone Tracker, At Risk Reporting, Exports

You now have everything you need to manage a project end to end, or own your piece of one, in SiteRise. The External Partners path is a useful reference for understanding how your collaborators experience the platform.