Introduction to the Administration Panel

The Administration Panel in Cloud PM is designed to streamline the management of your company's internal operations. This essential feature allows you to handle employee assignments, office setups, subscription management, and key integrations, all from a centralized interface. By simplifying these administrative tasks, Cloud PM ensures that you can focus more on what truly matters—delivering successful construction projects.

Employee and Office Management

The Administration Panel enables you to manage your company’s workforce and office structure with ease. Whether your organization is expanding or requires specific office setups, Cloud PM provides the flexibility to accommodate your needs.

• Multiple Offices: Create and manage multiple office locations for your company, ensuring that each project and team is associated with the correct office.
• Employee Invitations: Invite an unlimited number of employees to join your company’s Cloud PM account, streamlining the onboarding process.
• Office Assignments: Assign employees to their respective offices, ensuring clear organizational structure and responsibility allocation.

Global User Permissions

Managing user access is crucial for maintaining security and efficiency in your project management software. The Administration Panel allows you to assign global permissions to employees and Cloud PM users, ensuring that each individual has the appropriate level of access.

• Customizable Access Levels: Tailor access permissions to match the roles and responsibilities of your team members.
• Security Assurance: Protect sensitive company and project data by controlling who can view or edit specific information.
• Streamlined User Management: Easily update or change permissions as roles evolve or new team members join the company.

Subscription Management

As your company grows, so too might your need for different subscription levels. The Administration Panel makes it simple to adjust your Cloud PM subscription to meet the evolving needs of your organization.

• Flexible Subscription Options: Choose from various subscription levels that align with your company’s current requirements.
• Seamless Upgrades: Upgrade your subscription level as your company expands, ensuring access to additional features and capabilities.
• Cost Efficiency: Manage your subscription to avoid paying for unused features, optimizing your budget.

Integration with QuickBooks Online

Connecting your Cloud PM account with QuickBooks Online is made effortless through the Administration Panel. This integration allows for seamless financial management, ensuring that your project accounting is as efficient as your project management.

• Easy Integration: Quickly connect your Cloud PM account with QuickBooks Online to synchronize financial data.
• Streamlined Accounting: Manage project budgets, invoices, and expenses without needing to switch between platforms.
• Accurate Financial Reporting: Keep your financial records up to date and accurate, facilitating better decision-making and financial oversight.

Access to AIA Licensed Forms

Purchasing and managing AIA licensed forms, such as the Application and Certificate for Payment (G702) and Schedule of Values (G703), is simplified through the Administration Panel.

• Direct Purchase: Easily purchase AIA licensed forms directly within the platform.
• Integrated Document Management: Store and manage these forms alongside other project documents for easy access and organization.
• Compliance Assurance: Ensure that all project documentation meets industry standards with officially licensed AIA forms.

Advantages of Using the Administration Panel

The Administration Panel in Cloud PM offers numerous benefits that enhance your company’s operational efficiency and overall project management capabilities.

• Centralized Control: Manage all essential company operations, from employee assignments to subscription levels, from one user-friendly interface.
• Scalable Management: As your company grows, easily adjust permissions, offices, and subscriptions to accommodate new challenges and opportunities.
• Enhanced Security: Protect your company’s data with customizable user permissions and secure access controls.
• Seamless Integrations: Optimize your workflow with easy integrations to QuickBooks Online and access to industry-standard AIA forms.
• Efficient Administration: Save time on administrative tasks, allowing your team to focus on the core aspects of construction project management.