Getting Started
- Ask the AI Assistant for Help - Use Ask Alleato when you need help finding information or understanding how to use the platform.
- Navigate Alleato PM - Understand project pages, global tools, admin areas, and how Ask Alleato should point you to the right place.
- Navigate Projects - Switch between projects, open the project home page, and find project tools.
- Use Help Center and Ask Alleato Together - Find written guides in Help Center and ask the AI assistant follow-up questions.
Financial Tools
- Budget Overview - Understand the budget tool, its columns, and how to navigate budget line items.
- Budget Line Items - Add, edit, and modify budget line items and apply budget modifications.
- 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 - Track potential changes to the project before they become approved change orders.
- Change Orders - Generate, approve, and issue prime contract change orders from approved change events.
- 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) - Manage subcontracts, purchase orders, schedule of values, and commitment change orders.
- Create a 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 - Manage owner pay applications and subcontractor invoices against the schedule of values.
- Direct Costs - Record non-contract project costs like labor, materials, equipment, and reimbursements.
- Prime Contracts - Manage the owner contract, schedule of values, and prime contract modifications.
- Estimates - Build quantity takeoff estimates in Alleato, then import them directly into a prime contract schedule of values.
- Change Event to Change Order Workflow - Follow a scope change from initial capture through owner-approved change order and budget update.
Field Operations
- Schedule - View and manage the project schedule across grid, board, Gantt, timeline, and calendar views.
- Daily Log - Record daily field reports including labor, equipment, weather, and notes.
- Punch List - Track close-out punch items with assignees, locations, and due dates.
- Photos - Manage project photos with albums, geotagged map pins, favorites, and grid views.
Documents & Drawings
- Drawings - Upload, version, and organize construction drawings with sets, areas, and revisions.
- Drawing Viewer and Annotations - Use the PDF viewer to mark up drawings and link pins to RFIs, punch items, and photos.
- Documents - Manage project files in folders with version tracking, upload, and download.
- Specifications - Browse spec sections, subscribe to revisions, and download spec files.
- Transmittals - Create formal transmittal cover sheets for documents sent or received.
Communication
- RFIs - Create, track, and close requests for information with assignees and due dates.
- Submittals - Manage the submittal log, review workflow, and revision tracking.
- Meetings - Review meeting transcripts, AI-generated insights, action items, and meeting prep documents.
Directory & People
- Project Directory - Manage the project team roster with roles, contact info, and company affiliation.
- Company Directory - Manage the global directory of companies, clients, contacts, vendors, prospects, distribution groups, and employees.
AI & Intelligence
- 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 - Every AI feature in Alleato OS — what it does, where to find it, and what to ask.
- 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 - 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) - 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 - Use the CFO advisor to analyze budgets, margins, cash flow, change order exposure, and live ERP data from Acumatica.
- 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 - How the AI assistant uses meeting transcripts, action items, and decisions from Fireflies to answer questions about project activity.
- AI Memory - View and manage the facts, preferences, and context the AI assistant remembers about you across sessions.
- Self-Learning Intelligence Architecture - Internal implementation blueprint for Alleato AI feedback loops, promotion rules, retrieval scoring, and packet-first learning.
- Proactive AI 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 - Set notification preferences for budget alerts, deadlines, and the weekly digest.
- Permissions and Access Control - Configure role-based permissions, capability flags, and per-user overrides at the project level.
- User Management - Create users, manage existing users, and assign project access at the company level.
User Management
- Create or Invite a User - Add an app user from User Management and explain how the invited person finishes login setup.
- Update Your Profile - Review your profile details and update your profile image.
- Manage User Access - Manage users, roles, project access, and sensitive modules.
Users & Permissions
- Understand Permissions And Visibility - Learn why pages, records, employee information, or actions may be visible or hidden.
For Subcontractors
- My Work (Subcontractor Portal) - Subcontractor view of assigned RFIs, submittals, SOV status, and invoice submission.
- Submit an Invoice (Subcontractor) - Submit a pay application against your schedule of values.
Integrations
- Microsoft Outlook Integration - Sync incoming Microsoft 365 emails into project records with attachment search.
- Microsoft Teams Integration - Sync Teams messages and DMs into project intelligence with AI compilation.
- Acumatica ERP Integration - Live connection to Acumatica accounting for AP/AR aging, cash position, and ERP project budget data.
Project Management
- Project Home - Use the per-project dashboard for a quick read on KPIs, team, open items, and budget.
Reporting
- Progress Reports - Generate, approve, and export periodic project status reports with AI assistance.
Feedback
- Submit Feedback - Send feedback from inside the app when something is wrong, confusing, or missing.
Features
- Teams Chat Compiler - Understand how raw Microsoft Teams conversations become project intelligence, tasks, risks, and decisions.
AI Assistant
- Understand Feature Status - Learn how Alleato PM distinguishes live, partial, planned, blocked, and deprecated app behavior.
Reference
- What’s New - Read recent release notes covering new features, improvements, and fixes.