Acumatica ERP Integration
Live connection to Acumatica accounting for AP/AR aging, cash position, and ERP project budget data. Route:/settings/integrations | Published: 2026-06-30T21:07:48.123+00:00
Add a budget line item
Add one or more line items to an existing budget. Route:/[projectId]/budget/line-item/new | Published: 2026-06-30T21:23:26.201+00:00
Add a schedule of values (SOV)
Add, edit, and reorder schedule-of-values line items on a commitment. Route:/[projectId]/commitments/[commitmentId] | Published: 2026-06-30T21:23:26.201+00:00
AI Assistant Overview
Understand Ask Alleato — the multi-agent AI system with C-Suite advisors embedded in the platform. Route:/ai-assistant | Published: 2026-06-30T21:07:48.123+00:00
AI Capabilities Index
Every AI feature in Alleato OS — what it does, where to find it, and what to ask. Route:/ai-assistant | Published: 2026-06-30T21:07:48.123+00:00
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. Route:/ai-assistant | Published: 2026-06-30T21:07:48.123+00:00
AI Memory
View and manage the facts, preferences, and context the AI assistant remembers about you across sessions. Route:/settings/memory | Published: 2026-06-30T21:23:26.201+00:00
AI Submittal Review
Automatically compare submittal packages against linked project drawings using GPT-4o intelligence — surface compliance gaps, conflicts, and missing items before they become RFIs. Route:/[projectId]/submittals | Published: 2026-06-30T21:07:48.123+00:00
AI Submittal Review
Compare submittal packages against project drawings in one click — get structured compliance findings with drawing references, conflicts flagged, and a clear recommendation before you pick up a pen. Route:/[projectId]/submittals | Published: 2026-06-30T21:07:48.123+00:00
Ask the AI About Finances
Use the CFO advisor to analyze budgets, margins, cash flow, change order exposure, and live ERP data from Acumatica. Route:/ai-assistant | Published: 2026-06-30T21:07:48.123+00:00
Ask the AI About Meetings
How the AI assistant uses meeting transcripts, action items, and decisions from Fireflies to answer questions about project activity. Route:/ai-assistant | Published: 2026-06-30T21:07:48.123+00:00
Ask the AI Assistant for Help
Use Ask Alleato when you need help finding information or understanding how to use the platform. Route:/ai-assistant | Published: 2026-06-30T21:07:48.123+00:00
Budget Line Items
Add, edit, and modify budget line items and apply budget modifications. Route:/[projectId]/budget | Published: 2026-06-30T21:07:48.121+00:00
Budget Overview
Understand the budget tool, its columns, and how to navigate budget line items. Route:/[projectId]/budget | Published: 2026-06-30T21:07:48.121+00:00
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. Route:/[projectId]/budget | Published: 2026-06-30T21:07:48.121+00:00
Change Event to Change Order Workflow
Follow a scope change from initial capture through owner-approved change order and budget update. Route:/[projectId]/change-events | Published: 2026-06-30T21:07:48.121+00:00
Change Events
Track potential changes to the project before they become approved change orders. Route:/[projectId]/change-events | Published: 2026-06-30T21:07:48.121+00:00
Change Orders
Generate, approve, and issue prime contract change orders from approved change events. Route:/[projectId]/change-orders | Published: 2026-06-30T21:07:48.121+00:00
Close an RFI
Close an answered RFI and notify everyone involved. Route:/[projectId]/rfis/[rfiId] | Published: 2026-06-30T21:23:26.201+00:00
Commitments (Subcontracts and Purchase Orders)
Manage subcontracts, purchase orders, schedule of values, and commitment change orders. Route:/[projectId]/commitments | Published: 2026-06-30T21:07:48.121+00:00
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. Route:/[projectId]/commitments | Published: 2026-06-30T21:07:48.121+00:00
Company Directory
Manage the global directory of companies, clients, contacts, vendors, prospects, distribution groups, and employees. Route:/directory | Published: 2026-06-30T21:07:48.121+00:00
Convert a PCO into a change order
Convert an approved PCO into an official change order. Route:/[projectId]/change-orders | Published: 2026-06-30T21:23:26.201+00:00
Create a budget modification
Record a budget modification or transfer on a locked budget. Route:/[projectId]/budget | Published: 2026-06-30T21:23:26.201+00:00
Create a change event
Document a scope, cost, or schedule change with line items. Route:/[projectId]/change-events/new | Published: 2026-06-30T21:23:26.201+00:00
Create a Commitment
Step-by-step SOP for creating a subcontract or purchase order commitment in Alleato PM, including general information, attachments, schedule of values, dates, privacy, and final review. Route:/1034/commitments/new?type=subcontract | Published: 2026-06-30T21:07:48.122+00:00
Create a commitment change order (PCO)
Price a change against a subcontract or PO as a commitment PCO. Route:/[projectId]/commitments/[commitmentId]/pcos/new | Published: 2026-06-30T21:23:26.201+00:00
Create a commitment invoice
Create and send a subcontractor invoice for a commitment. Route:/[projectId]/commitments/[commitmentId]/invoices | Published: 2026-06-30T21:23:26.201+00:00
Create a Commitment PCO
Price a change against a subcontract or PO as a Commitment PCO. Route:/[projectId]/commitment-pcos/new | Published: 2026-06-30T21:23:26.201+00:00
Create a Prime PCO
Price a change against the owner (prime) contract as a Prime PCO. Route:/[projectId]/prime-contract-pcos/new | Published: 2026-06-30T21:23:26.201+00:00
Create a Project
Step-by-step SOP for creating a new project in Alleato PM, including required fields, optional setup details, and final review. Route:/create-project | Published: 2026-06-30T21:07:48.122+00:00
Create a purchase order commitment
Create a purchase order with billing/shipping details and a schedule of values. Route:/[projectId]/commitments/new?type=purchase_order | Published: 2026-06-30T20:28:41.891686+00:00
Create a Purchase Order Commitment
Create a purchase order commitment for materials, equipment, or vendor services in Alleato PM. Route:/[projectId]/commitments | Published: 2026-06-30T21:07:48.121+00:00
Create a record with the AI Assistant
Ask the assistant to draft a record (RFI, change event, task) and confirm to save. Route:/ai | Published: 2026-06-30T21:23:26.201+00:00
Create a subcontract commitment
Create a subcontract with a contract company, schedule of values, and attachments. Route:/[projectId]/commitments/new?type=subcontract | Published: 2026-06-30T21:23:26.201+00:00
Create and distribute an RFI
Create an RFI and distribute it to assignees by email. Route:/[projectId]/rfis/new | Published: 2026-06-30T21:23:26.201+00:00
Create or Invite a User
Add an app user from User Management and explain how the invited person finishes login setup. Route:/user-management | Published: 2026-06-30T21:07:48.121+00:00
Daily Log
Record daily field reports including labor, equipment, weather, and notes. Route:/[projectId]/daily-log | Published: 2026-06-30T21:07:48.121+00:00
Direct Costs
Record non-contract project costs like labor, materials, equipment, and reimbursements. Route:/[projectId]/direct-costs | Published: 2026-06-30T21:07:48.121+00:00
Documents
Manage project files in folders with version tracking, upload, and download. Route:/[projectId]/documents | Published: 2026-06-30T21:07:48.121+00:00
Draft an email with the AI Assistant
Have the assistant draft an Outlook email you review and send. Route:/ai | Published: 2026-06-30T21:23:26.201+00:00
Drawing Viewer and Annotations
Use the PDF viewer to mark up drawings and link pins to RFIs, punch items, and photos. Route:/[projectId]/drawings | Published: 2026-06-30T21:07:48.121+00:00
Drawings
Upload, version, and organize construction drawings with sets, areas, and revisions. Route:/[projectId]/drawings | Published: 2026-06-30T21:07:48.121+00:00
Edit a commitment
Update a commitment’s fields, dates, retainage, and attachments. Route:/[projectId]/commitments/[commitmentId]/edit | Published: 2026-06-30T21:23:26.201+00:00
Estimates
Build quantity takeoff estimates in Alleato, then import them directly into a prime contract schedule of values. Route:/[projectId]/estimates | Published: 2026-06-30T21:07:48.121+00:00
Forecast a budget line
Set forecast-to-complete using automatic, manual, lump-sum, or monitored-resource methods. Route:/[projectId]/budget | Published: 2026-06-30T21:23:26.201+00:00
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. Route:/ai-assistant | Published: 2026-06-30T21:07:48.123+00:00
Invoicing
Manage owner pay applications and subcontractor invoices against the schedule of values. Route:/[projectId]/invoicing | Published: 2026-06-30T21:07:48.122+00:00
Manage User Access
Manage users, roles, project access, and sensitive modules. Route:/user-management | Published: 2026-06-30T21:07:48.122+00:00
Meetings
Review meeting transcripts, AI-generated insights, action items, and meeting prep documents. Route:/[projectId]/meetings | Published: 2026-06-30T21:07:48.122+00:00
Microsoft Outlook Integration
Sync incoming Microsoft 365 emails into project records with attachment search. Route:/settings/integrations | Published: 2026-06-30T21:07:48.122+00:00
Microsoft Teams Integration
Sync Teams messages and DMs into project intelligence with AI compilation. Route:/team-chat | Published: 2026-06-30T21:07:48.122+00:00
My Work (Subcontractor Portal)
Subcontractor view of assigned RFIs, submittals, SOV status, and invoice submission. Route:/[projectId]/my-work | Published: 2026-06-30T21:07:48.122+00:00
Navigate Alleato PM
Understand project pages, global tools, admin areas, and how Ask Alleato should point you to the right place. Route:/ | Published: 2026-06-30T21:07:48.121+00:00
Navigate Projects
Switch between projects, open the project home page, and find project tools. Route:/projects | Published: 2026-06-30T21:07:48.122+00:00
Notifications
Set notification preferences for budget alerts, deadlines, and the weekly digest. Route:/settings/notifications | Published: 2026-06-30T21:07:48.122+00:00
Permissions and Access Control
Configure role-based permissions, page access, capability flags, and per-user overrides. Route:/[projectId]/admin | Published: 2026-06-30T21:07:48.122+00:00
Photos
Manage project photos with albums, geotagged map pins, favorites, and grid views. Route:/[projectId]/photos | Published: 2026-06-30T21:07:48.122+00:00
Prime Contracts
Manage the owner contract, schedule of values, and prime contract modifications. Route:/[projectId]/prime-contracts | Published: 2026-06-30T21:07:48.122+00:00
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. Route:/[projectId]/intelligence | Published: 2026-06-30T21:07:48.123+00:00
Progress Reports
Generate, approve, and export periodic project status reports with AI assistance. Route:/progress-reports | Published: 2026-06-30T21:07:48.123+00:00
Project Directory
Manage the project team roster with roles, contact info, and company affiliation. Route:/[projectId]/directory | Published: 2026-06-30T21:07:48.122+00:00
Project Home
Use the per-project dashboard for a quick read on KPIs, team, open items, and budget. Route:/[projectId]/home | Published: 2026-06-30T21:07:48.122+00:00
Project Intelligence
Review the AI-compiled project storyline with an executive snapshot, current focus, risks, decisions, timeline, and evidence citations. Route:/[projectId]/intelligence | Published: 2026-06-30T21:07:48.122+00:00
Punch List
Track close-out punch items with assignees, locations, and due dates. Route:/[projectId]/punch-list | Published: 2026-06-30T21:07:48.122+00:00
Record the official RFI answer
Mark a response as the official answer of record. Route:/[projectId]/rfis/[rfiId] | Published: 2026-06-30T21:23:26.201+00:00
Respond to an RFI
Answer an RFI through the secure email link (no login required). Route:/respond/rfi/[token] | Published: 2026-06-30T21:23:26.201+00:00
RFIs
Create, track, and close requests for information with assignees and due dates. Route:/[projectId]/rfis | Published: 2026-06-30T21:07:48.122+00:00
Schedule
View and manage the project schedule across grid, board, Gantt, timeline, and calendar views. Route:/[projectId]/schedule | Published: 2026-06-30T21:07:48.122+00:00
Search project data with the AI Assistant
Ask the assistant to find information across emails, Teams, meetings, and documents. Route:/ai | Published: 2026-06-30T21:23:26.201+00:00
Self-Learning Intelligence Architecture
Internal implementation blueprint for Alleato AI feedback loops, promotion rules, retrieval scoring, and packet-first learning. Route:/ai-assistant | Published: 2026-06-30T21:07:48.122+00:00
Set up the project budget
Build the initial budget by selecting cost codes and entering amounts. Route:/[projectId]/budget/setup | Published: 2026-06-30T21:23:26.201+00:00
Specifications
Browse spec sections, subscribe to revisions, and download spec files. Route:/[projectId]/specifications | Published: 2026-06-30T21:07:48.122+00:00
Submit an Invoice (Subcontractor)
Submit a pay application against your schedule of values. Route:/[projectId]/invoicing/subcontractor/new | Published: 2026-06-30T21:07:48.122+00:00
Submit Feedback
Send feedback from inside the app when something is wrong, confusing, or missing. Route:/feedback-inbox | Published: 2026-06-30T21:07:48.122+00:00
Submittals
Manage the submittal log, review workflow, and revision tracking. Route:/[projectId]/submittals | Published: 2026-06-30T21:07:48.122+00:00
Teams Chat Compiler
Understand how raw Microsoft Teams conversations become project intelligence, tasks, risks, and decisions. Route:/project-attribution | Published: 2026-06-30T21:07:48.122+00:00
Training Docs
Reviewed Alleato SOPs and workflow guides published from the internal training docs workflow. Published: 2026-06-30T21:07:48.122+00:00Training Docs Verification
Verification draft created from the admin editor. Route:/training-docs | Published: 2026-06-30T21:07:48.123+00:00
Transmittals
Create formal transmittal cover sheets for documents sent or received. Route:/[projectId]/transmittals | Published: 2026-06-30T21:07:48.123+00:00
Understand Feature Status
Learn how Alleato PM distinguishes live, partial, planned, blocked, and deprecated app behavior. Route:/ai-assistant | Published: 2026-06-30T21:07:48.12+00:00
Understand Permissions And Visibility
Learn why pages, records, employee information, or actions may be visible or hidden. Route:/user-management | Published: 2026-06-30T21:07:48.121+00:00
Update Your Profile
Review your profile details and update your profile image. Route:/settings/profile | Published: 2026-06-30T21:07:48.123+00:00
Use Help Center and Ask Alleato Together
Find written guides in Help Center and ask the AI assistant follow-up questions. Route:/docs | Published: 2026-06-30T21:07:48.123+00:00
User Management
Create users, manage existing users, and assign project access at the company level. Route:/admin/users | Published: 2026-06-30T21:07:48.123+00:00
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. Route:/ai-assistant | Published: 2026-06-30T21:07:48.123+00:00
What’s New
Read recent release notes covering new features, improvements, and fixes. Route:/updates | Published: 2026-06-30T21:07:48.121+00:00