> ## 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. # Training Docs > Reviewed Alleato SOPs and workflow guides published from the internal training docs workflow. This section contains reviewed SOPs published from Alleato's internal training docs workflow. ## [Acumatica ERP Integration](/app-knowledge/acumatica-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](/help/training-docs/budget-add-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)](/help/training-docs/commitments-add-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](/app-knowledge/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](/app-knowledge/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](/app-knowledge/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](/help/training-docs/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](/app-knowledge/overview) 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](/app-knowledge/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](/app-knowledge/ai-financial-advisor) 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](/app-knowledge/ai-meeting-intelligence) 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](/app-knowledge/ask-the-ai-assistant) 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](/app-knowledge/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](/app-knowledge/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](/app-knowledge/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](/app-knowledge/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](/app-knowledge/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](/app-knowledge/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](/help/training-docs/rfis-close) 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)](/app-knowledge/commitments) 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](/app-knowledge/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](/app-knowledge/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](/help/training-docs/change-convert-pco) 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](/help/training-docs/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](/help/training-docs/change-create-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](/app-knowledge/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)](/help/training-docs/commitments-create-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](/help/training-docs/commitments-create-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](/help/training-docs/change-create-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](/help/training-docs/change-create-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](/app-knowledge/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](/commitments/create-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](/app-knowledge/create-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](/help/training-docs/ai-create-record) 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](/help/training-docs/commitments-create-subcontract) 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](/help/training-docs/rfis-create-distribute) 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](/app-knowledge/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](/app-knowledge/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](/app-knowledge/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](/app-knowledge/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](/help/training-docs/ai-draft-email) 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](/app-knowledge/drawings-viewer) 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](/app-knowledge/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](/help/training-docs/commitments-edit) Update a commitment's fields, dates, retainage, and attachments. Route: `/[projectId]/commitments/[commitmentId]/edit` | Published: 2026-06-30T21:23:26.201+00:00 ## [Estimates](/app-knowledge/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](/help/training-docs/budget-forecast) 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](/app-knowledge/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. Route: `/ai-assistant` | Published: 2026-06-30T21:07:48.123+00:00 ## [Invoicing](/app-knowledge/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](/app-knowledge/manage-permissions) Manage users, roles, project access, and sensitive modules. Route: `/user-management` | Published: 2026-06-30T21:07:48.122+00:00 ## [Meetings](/app-knowledge/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](/app-knowledge/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](/app-knowledge/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)](/app-knowledge/my-work) 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](/app-knowledge/app-navigation-and-feature-map) 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](/app-knowledge/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](/app-knowledge/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](/app-knowledge/permissions-admin) 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](/app-knowledge/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](/app-knowledge/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](/app-knowledge/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. Route: `/[projectId]/intelligence` | Published: 2026-06-30T21:07:48.123+00:00 ## [Progress Reports](/app-knowledge/ai-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](/app-knowledge/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](/app-knowledge/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](/app-knowledge/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](/app-knowledge/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](/help/training-docs/rfis-mark-official) 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](/help/training-docs/rfis-respond) 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](/app-knowledge/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](/app-knowledge/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](/help/training-docs/ai-search) 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](/app-knowledge/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](/help/training-docs/budget-setup) 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](/app-knowledge/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)](/app-knowledge/submit-invoice) 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](/app-knowledge/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](/app-knowledge/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](/app-knowledge/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](/app-knowledge/index) Reviewed Alleato SOPs and workflow guides published from the internal training docs workflow. Published: 2026-06-30T21:07:48.122+00:00 ## [Training Docs Verification](/app-knowledge/training-docs-verification) Verification draft created from the admin editor. Route: `/training-docs` | Published: 2026-06-30T21:07:48.123+00:00 ## [Transmittals](/app-knowledge/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](/app-knowledge/app-feature-status-and-limitations) 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](/app-knowledge/app-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](/app-knowledge/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](/app-knowledge/use-help-center-and-ai-assistant) 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](/app-knowledge/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)](/app-knowledge/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. Route: `/ai-assistant` | Published: 2026-06-30T21:07:48.123+00:00 ## [What's New](/app-knowledge/changelog) Read recent release notes covering new features, improvements, and fixes. Route: `/updates` | Published: 2026-06-30T21:07:48.121+00:00