> ## Documentation Index > Fetch the complete documentation index at: https://meganharrisonconsulting.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Help Article Index > Reviewed App Expert help articles migrated into the Alleato OS docs site. These articles are the reviewed App Expert help set now hosted in the Alleato OS docs site. The backend runtime copy is a generated cache for App Expert deployment, not the editorial source of truth. ## Getting Started * [Ask the AI Assistant for Help](/help/articles/ask-the-ai-assistant) - Use Ask Alleato when you need help finding information or understanding how to use the platform. * [Navigate Alleato PM](/help/articles/app-navigation-and-feature-map) - Understand project pages, global tools, admin areas, and how Ask Alleato should point you to the right place. * [Navigate Projects](/help/articles/navigate-projects) - Switch between projects, open the project home page, and find project tools. * [Use Help Center and Ask Alleato Together](/help/articles/use-help-center-and-ai-assistant) - Find written guides in Help Center and ask the AI assistant follow-up questions. ## Financial Tools * [Budget Overview](/help/articles/budget-overview) - Understand the budget tool, its columns, and how to navigate budget line items. * [Budget Line Items](/help/articles/budget-line-items) - Add, edit, and modify budget line items and apply budget modifications. * [Budget Reference](/help/articles/budget-reference) - Complete column-by-column reference for the Budget tool — definitions, formulas, source data, forecast methods, permissions, and how Budget connects to the rest of the system. * [Change Events](/help/articles/change-events) - Track potential changes to the project before they become approved change orders. * [Change Orders](/help/articles/change-orders) - Generate, approve, and issue prime contract change orders from approved change events. * [Commitments Reference](/help/articles/commitments-reference) - Complete reference for the Commitments tool — subcontracts and purchase orders, statuses, columns, change orders, SOV, retainage, and how Commitments drive the Budget table. * [Commitments (Subcontracts and Purchase Orders)](/help/articles/commitments) - Manage subcontracts, purchase orders, schedule of values, and commitment change orders. * [Create a Purchase Order Commitment](/help/articles/create-purchase-order-commitment) - Step-by-step instructions for creating a purchase order commitment, including vendor selection, bill-to and ship-to details, attachments, dates, privacy, and schedule of values. * [Invoicing](/help/articles/invoicing) - Manage owner pay applications and subcontractor invoices against the schedule of values. * [Direct Costs](/help/articles/direct-costs) - Record non-contract project costs like labor, materials, equipment, and reimbursements. * [Prime Contracts](/help/articles/prime-contracts) - Manage the owner contract, schedule of values, and prime contract modifications. * [Estimates](/help/articles/estimates) - Build quantity takeoff estimates in Alleato, then import them directly into a prime contract schedule of values. * [Change Event to Change Order Workflow](/help/articles/change-event-to-change-order-workflow) - Follow a scope change from initial capture through owner-approved change order and budget update. ## Field Operations * [Schedule](/help/articles/schedule) - View and manage the project schedule across grid, board, Gantt, timeline, and calendar views. * [Daily Log](/help/articles/daily-log) - Record daily field reports including labor, equipment, weather, and notes. * [Punch List](/help/articles/punch-list) - Track close-out punch items with assignees, locations, and due dates. * [Photos](/help/articles/photos) - Manage project photos with albums, geotagged map pins, favorites, and grid views. ## Documents & Drawings * [Drawings](/help/articles/drawings) - Upload, version, and organize construction drawings with sets, areas, and revisions. * [Drawing Viewer and Annotations](/help/articles/drawings-viewer) - Use the PDF viewer to mark up drawings and link pins to RFIs, punch items, and photos. * [Documents](/help/articles/documents) - Manage project files in folders with version tracking, upload, and download. * [Specifications](/help/articles/specifications) - Browse spec sections, subscribe to revisions, and download spec files. * [Transmittals](/help/articles/transmittals) - Create formal transmittal cover sheets for documents sent or received. ## Communication * [RFIs](/help/articles/rfis) - Create, track, and close requests for information with assignees and due dates. * [Submittals](/help/articles/submittals) - Manage the submittal log, review workflow, and revision tracking. * [Meetings](/help/articles/meetings) - Review meeting transcripts, AI-generated insights, action items, and meeting prep documents. ## Directory & People * [Project Directory](/help/articles/project-directory) - Manage the project team roster with roles, contact info, and company affiliation. * [Company Directory](/help/articles/company-directory) - Manage the global directory of companies, clients, contacts, vendors, prospects, distribution groups, and employees. ## AI & Intelligence * [AI Chat Overview](/help/articles/ai-chat-overview) - The AI Assistant chat — where it lives, what you can ask it, how conversations work, attachments, voice input, and the side panels that give you trace and source visibility. * [AI Capabilities Index](/help/articles/ai-capabilities-index) - Every AI feature in Alleato OS — what it does, where to find it, and what to ask. * [AI Assistant Overview](/help/articles/ai-assistant-overview) - Understand Ask Alleato — the multi-agent AI system with C-Suite advisors embedded in the platform. * [Get a Project Briefing from the AI](/help/articles/ai-project-updates) - Ask the AI for a status update on any project and it pulls from meetings, emails, Teams messages, financials, and schedule simultaneously. * [What the AI Assistant Can Do (Actions)](/help/articles/ai-assistant-actions) - The AI assistant can create and update records directly from chat — learn which actions are available and how the confirmation flow works. * [Ask the AI About Finances](/help/articles/ai-financial-advisor) - Use the CFO advisor to analyze budgets, margins, cash flow, change order exposure, and live ERP data from Acumatica. * [Project Intelligence](/help/articles/project-intelligence) - Review the AI-compiled project storyline with an executive snapshot, current focus, risks, decisions, timeline, and evidence citations. * [Ask the AI About Meetings](/help/articles/ai-meeting-intelligence) - How the AI assistant uses meeting transcripts, action items, and decisions from Fireflies to answer questions about project activity. * [AI Memory](/help/articles/ai-memory) - View and manage the facts, preferences, and context the AI assistant remembers about you across sessions. * [Self-Learning Intelligence Architecture](/help/articles/self-learning-intelligence-architecture) - Internal implementation blueprint for Alleato AI feedback loops, promotion rules, retrieval scoring, and packet-first learning. * [Proactive AI Alerts](/help/articles/ai-proactive-alerts) - The platform automatically flags budget variance, overdue RFIs, late tasks, and stale change events so issues surface before you have to look for them. ## Settings & Administration * [Notifications](/help/articles/notifications) - Set notification preferences for budget alerts, deadlines, and the weekly digest. * [Permissions and Access Control](/help/articles/permissions-admin) - Configure role-based permissions, capability flags, and per-user overrides at the project level. * [User Management](/help/articles/user-management) - Create users, manage existing users, and assign project access at the company level. ## User Management * [Create or Invite a User](/help/articles/create-or-invite-a-user) - Add an app user from User Management and explain how the invited person finishes login setup. * [Update Your Profile](/help/articles/update-your-profile) - Review your profile details and update your profile image. * [Manage User Access](/help/articles/manage-permissions) - Manage users, roles, project access, and sensitive modules. ## Users & Permissions * [Understand Permissions And Visibility](/help/articles/app-permissions-and-visibility) - Learn why pages, records, employee information, or actions may be visible or hidden. ## For Subcontractors * [My Work (Subcontractor Portal)](/help/articles/my-work) - Subcontractor view of assigned RFIs, submittals, SOV status, and invoice submission. * [Submit an Invoice (Subcontractor)](/help/articles/submit-invoice) - Submit a pay application against your schedule of values. ## Integrations * [Microsoft Outlook Integration](/help/articles/outlook-integration) - Sync incoming Microsoft 365 emails into project records with attachment search. * [Microsoft Teams Integration](/help/articles/teams-integration) - Sync Teams messages and DMs into project intelligence with AI compilation. * [Acumatica ERP Integration](/help/articles/acumatica-integration) - Live connection to Acumatica accounting for AP/AR aging, cash position, and ERP project budget data. ## Project Management * [Project Home](/help/articles/project-home) - Use the per-project dashboard for a quick read on KPIs, team, open items, and budget. ## Reporting * [Progress Reports](/help/articles/progress-reports) - Generate, approve, and export periodic project status reports with AI assistance. ## Feedback * [Submit Feedback](/help/articles/submit-feedback) - Send feedback from inside the app when something is wrong, confusing, or missing. ## Features * [Teams Chat Compiler](/help/articles/teams-chat-compiler) - Understand how raw Microsoft Teams conversations become project intelligence, tasks, risks, and decisions. ## AI Assistant * [Understand Feature Status](/help/articles/app-feature-status-and-limitations) - Learn how Alleato PM distinguishes live, partial, planned, blocked, and deprecated app behavior. ## Reference * [What's New](/help/articles/changelog) - Read recent release notes covering new features, improvements, and fixes.