SiteRise

SiteRise University

A 30-minute guided path through SiteRise for executives and senior stakeholders.

Overview Path

A guided path covering everything Project Managers and Deliverable Owners need in SiteRise.

Project Manager & Deliverable Owner Path

A 45-minute guided path for architects, general contractors, vendors, and other external partners.

External Partners Path

A 2-hour guided path for administrators configuring and maintaining SiteRise.

Administrators Path

Learning Paths of SiteRise for Different Roles

Learning Paths

A quick overview of what SiteRise is and what to expect as you get started.

Getting Started

How to log into SiteRise, reset your password, and troubleshoot access issues.

Logging In

An overview of SiteRise's main navigation and how to move around the platform.

Navigation

How to get support when you have questions or run into issues in SiteRise.

Support

Tips for finding the right article or answer quickly in SiteRise University.

Finding Help

Welcome

An overview of what a Project is in SiteRise and how the project workspace is organized.

Projects

How Locations work in SiteRise and how they connect to your projects.

Locations

How Companies — internal teams, clients, and external partners — are managed in SiteRise.

Companies

How to upload, organize, and manage project files in SiteRise.

Files

How to upload, organize, and annotate project Photos in SiteRise.

Photos

An overview of SiteRise's core reporting capabilities.

Reporting

How to use SiteRise's global search to quickly find what you need.

Search

How Notifications work in SiteRise and how to customize what you receive.

Notifications

How to set your personal preferences in SiteRise.

Preferences

Core Platfrom

Creating Projects

How Templates help standardize and speed up project setup in SiteRise.

Templates

How to build and manage a project Schedule in SiteRise.

Schedules

How to manage Deliverables and track ownership throughout a project.

Deliverables

How to create and manage individual Tasks in SiteRise.

Tasks

How Dependencies link tasks together to build an accurate project schedule.

Dependencies

What the Critical Path is and how it's calculated in SiteRise.

Critical Path

How to manage dates across your project schedule in SiteRise.

Date Management

How to set and track key project Milestones in SiteRise.

Milestones

How the Opening Date milestone is tracked and why it matters in SiteRise.

Opening Date

Learn to Effectively Use the Project Page

Project Management

How to use Comments to collaborate directly within SiteRise.

Comments

How the Approvals workflow works in SiteRise.

Approvals

How External Partners are added to and interact with projects in SiteRise.

External Partners

How Architects collaborate within SiteRise projects.

Architects

How General Contractors collaborate within SiteRise projects.

General Contractors

How Vendors collaborate within SiteRise projects.

Vendors

How Permissions control what users can see and do in SiteRise.

Permissions

See How SiteRise Helps Your Teams Communicate Seamlessly

Collaboration

How Budgets work in SiteRise and how to set one up for a project.

Budgets

How to track actual spend against your budget in SiteRise.

Budget Tracking

How Forecasting helps you anticipate final project costs in SiteRise.

Forecasting

How Cost Categories organize your project's financial data in SiteRise.

Cost Categories

Financial reporting options available within a SiteRise project.

Financial Reporting

See How You Can Track Your Project Financials With SiteRise

Financials

How to submit and track RFIs (Requests for Information) in SiteRise.

RFIs

How to submit, approve, and track Change Orders in SiteRise.

Change Orders

How to create and manage Punch Lists to track outstanding construction items.

Punch Lists

How to use the Markup tool to annotate photos and documents in SiteRise.

Markup

How to log and track construction Issues in SiteRise.

Issue Tracking

See How Construction Teams Benefit From SiteRise

Construction

Users

How Roles define what a user can do in SiteRise.

Roles

How Custom Fields let you capture project-specific data in SiteRise.

Custom Fields

Account and project-level Settings available to administrators in SiteRise.

Settings

Learn How to Taylor SiteRise to Your Company Needs

Administration

How the Milestone Tracker report gives visibility into progress across key project checkpoints.

Milestone Tracker

How Executive Reports give a high-level summary of project health.

Executive Reports

How At Risk Reporting flags projects or tasks in danger of missing targets.

At Risk Reporting

How Portfolio Views give a bird's-eye view across multiple projects.

Portfolio Views

How to export reports and data out of SiteRise.

Exports

View the training session your team had with the SiteRise onboarding team.

Undefeated Tribe Onboarding Video

Recording of your onboarding video with Kristen

Onboarding Video

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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