The Company Details section stores all the basic information about your company. This information is presented on your ProjectMark profile and housed in the smart content management system (CMS) for use in the Design+ and Microsite features.
Can I add multiple office locations under company headquarters?
Yes, simply separate your office locations by some form of punctuation such as a “,” or a “|”. See example below:
Los Angeles | San Francisco | Dallas | Orlando
How do I choose a Company Role?
Company Role is intended to represent your trades or general service offerings. You can select from a series of dropdown options that cover all disciplines in the Architectural, Engineering and Construction Industry. Begin typing to filter the dropdown options. (If we are missing any, please reach out!)
Can I select more than one role?
Yes, simply click on each desired role from the dropdown menu.
What are Company/Ownership Certifications for?
This allows you to list any diversity or ownership certifications that your company has. For example, MBE, SBE, WBE. You are able to select from the dropdown menu or type in your own (if you do not see your certification in the options).
What is Experience Modification Rating?
Insurance companies translate the experience modifier into a number, or an experience modification rate (EMR). This number is based on your company's historical cost of injuries and future risk chances.
What are the Sliding Header Photos for?
These photos are the header photos for your network profile. These photos are also stored assets that are accessible in your Design+ and Microsite editors.
How can I upload video content?
Head to the Video Content tab of the Company Information section. Here you can copy and paste the link to upload a video. We are compatible with both YouTube and Vimeo. You can also upload or paste video links directly into your Microsites. See Microsites FAQ for more information.
What is the Affiliated Companies section used for?
Adding an affiliated company allows you to link your profile to an affiliate company profile on the network. You can search for your affiliate company by typing in the search bar. Your affiliate company must also have a ProjectMark profile.
Team Management overview
The Team Section is where all your team members’ information is created, edited and stored. This information is then available for use in the Resume, Design+ and Microsite features. You may also display your team on your profile if desired.
How do I add Team Members?
From the Account Overview dashboard, click on the Team icon or Team Members text and you will be taken to the Team portal. (Alternatively, simply click on the "+" icon to immediately begin adding a team member).
From the Team section click on the "+" sign at the top of the page to add a new team member. Once a team member has been added, an invitation email will be sent to your team member to activate and contribute to their profile. At the same time you will then be taken directly to the Professional Information page of the new team members profile. You can continue to edit each section to complete the professional profile or you can click on the back arrow to return to the Team portal.
To maximize the benefits of the proposals and resume builder, we recommend you add as much content to your professional profiles as possible. (See below for more details on how to edit and add content to your team members professional profiles).
What is the difference between Admin User, Editor & Reviewers, and Employee?
There are 3 levels of access permissions for Team Members on ProjectMark:
1. Admin Users: This user has full access to the platform. They will be the only users with access to the Subscription settings and will also be the only users who are able to add, edit or delete team member profiles or change access permissions.
2. Editors & Reviewers: This user will have the ability to create, edit & delete content on the platform, whether on the Profile, the Account Dashboard or the Proposals section. This user will not have access to the Subscription settings or have the ability to add, edit or delete team members or change access permissions.
3. Employees: This user will not have access to the company profile and will have a professional profile only. Admin Users and Editor & Reviewers will be able to use the team member information when creating proposals and resumes.
How do I edit Professional Profiles?
From the Team Members tab of the Team section, either search by name or scroll to find your team member. As you hover over the appropriate team member, a selection of options will appear; click on the pencil icon to edit your team members profile. From here you will have options to create, edit & delete information such as Professional Bio, Education, Social Media links etc. You can also create, edit & delete project information for the specific team member. See below for more info. If your team member activates the professional account but does not allow dual ownership, the Admin Users and Editor & Reviewers will NOT be able to edit the team member information.
What does Dual Ownership mean?
Dual ownership is intended to allow users to share responsibility of creating, editing and maintaining employee data/profiles. This means that the admin users and the owners of the individual profiles can edit and maintain profiles.
Employees can toggle off Dual Ownership and manage their profile on their own if desired.
How do I add projects to a professional profile?
Follow the steps in the above “How do I edit professional profiles?” answer; and navigate to the Projects section under the tab on the left hand side of the screen. From here you can click on the "+" sign at the top of the screen to add a new project.
You will be presented with 2 options: 1. Search your company portfolio for projects to associate the team member with. 2. Add a project from a prior role. By selecting Option 1 a popup will appear where you can search for a project by name or filter through the portfolio based on key project criteria.
Clicking on the appropriate project will automatically populate the team member project with all project information previously added by the company. Any edit made from here will only take effect on the team members project/profile and will not affect the company project case study. Selecting Option 2 will present the same project upload form, but all data fields will be unpopulated.
Each project upload form is categorized into 3 sections: 1. Required Information 2. Additional Information 3. Photos
How do I create a Resume?
Resumes are located in the Team section of the dashboard. Under the Team Member section you can locate the appropriate team member and select the Resume icon from the options that appear. This pathway will take you to the Resume section, displaying only resumes associated with that team member. You can filter to show all employee resumes from the top of the page if desired. Alternatively, you can click directly on the Resume tab from the navigation bar at the left hand side of the screen. This pathway will take you to All Resumes.
To create a new Resume click on the "+" icon on the left hand side of the main portion of the screen. There are 2 options for resume creation: 1. create a new resume using the Design+ feature: and 2. upload an existing pdf and associate it with a team memberNote - any resume created or uploaded will also be available for use in Design+ Proposals. When you create or upload a resume, you will be asked to associate the resume with a team member. This resume will be co-located in the Team section and in Design+.
What is the purpose for the "Hide/Show Team Member" option?
This allows you to control the visibility of the professional profile. Hidden professionals will not be presented under your Team Section on the Company Profile Page.
How do I create an Organizational Chart?
Org Charts are located in the Team section of the dashboard. Click on Create New from the top of the page and give your org chart a name. Click on “Add Top Member” to add your first person. You can search for team members by name or by their job title. To add a team member below an existing team member click on “+”. To remove a team member, click on “-”.
Any saved org charts can be edited and will be available for use in Design+ and Microsites.
The projects section is where all your project information is created and stored. This information is accessible for use in the Design+, Microsite, Smart Portfolio & Network features.
How do I upload a Project?
Please go to your Projects Section and click on the “+” icon to create a new project. This will take you to a project upload form where your project information can be uploaded. Each project upload form is categorized into 4 sections: 1. Required Information 2. Additional Information 3. Custom Fields 4. Files
Can we mass import project information?
Yes, please contact our customer success/onboarding team to learn more about how we can help upload multiple projects at once.
Does ProjectMark have any integrations with other software?
Yes, we are currently integrated with Procore and have multiple other integrations planned in our product roadmap.
Can I hide a project so the location is not visible on the map?
Yes, to make a project confidential please toggle the Confidential button option on the Required Info tab of the project upload form. This will remove the pin from any maps it appears on (Network, Profile, Smart Portfolio). The thumbnail will still be visible below the map and the project case study will still include any information you entered on the upload form.
What is the ''Areas of Expertise'' selection for?
The Areas of Expertise allows you to enter multiple service offerings beyond your company role on the project. Items like ''Value Engineering'' & ''Preconstruction Services'' are examples of Areas of Expertise. You can type your own or select from the dropdown of previously entered options.
What are Company Roles?
Company Role is intended to represent your trades or general service offerings. Here, you can only select from the company roles entered in your Company Details section.
Can I select multiple sectors for projects?
Yes, you can select multiple sectors for any given project you are uploading. Simply type to search for the sector or select from the dropdown options.
I can't find a sector that my project applies to.
If you cannot find a sector that your project applies to, please reach out to our customer success/onboarding team and we will review the request.
Can I add any additional information to the project?
Step 3 of the project upload form (Custom Fields) allows users to create custom data fields for your project. Any custom fields created will also be accessible for use in the Design+, Microsite, Smart Portfolio & Network features.
Design+ is an intuitive design software and content editor built specifically for the Architectural, Engineering & Construction Industries. Design+ combines with an AEC specific smart content management system to allow user to leverage historical data to create best in class bid proposals, SOQ brochures and general marketing collateral.
How can I access Design+ to create content (RFP, Brochure, or Resume)?
From the ProjectMark dashboard, access the Proposals sections. Click on the “+” icon, give a title to your new proposal and select the Design+ option to begin creating content.
How can I access my company information inside Design+?
Click on the Contents tab to have access to all your company, projects, and team member information.
How do I save my files?
Design+is a cloud-based tool, so your files are automatically saved according to your progress. If you want to save specific pages, templates, project case studies or resumes, click on the “save” icon and chose a location in the folder structure. Depending on the type of collateral you are saving (project case study, resume or template), you will be guided through different steps as appropriate.
The microsite feature is a mini-website builder that allows user to create and present specific content on an interactive interface. The Microsite can host content such as videos, interactive project maps, and digital resumes.
What is a Microsite used for?
Microsites have many use cases, such as: to create a more interactive and engaging RFP (in place of or supplemental to a pdf proposal), SOQ brochures, external newsletters, project specific websites (for community outreach & progress updates), interview or trade show presentations and/or careers fair collateral.
Can I track analytics on the Microsite?
Yes, Microsites can generate engagement analytics such as who has viewed your Microsite, what pages they have viewed, how many times they have viewed those and how long they have spent on each page.
How can I access and create a Microsite?
From the ProjectMark dashboard, access the Proposals sections. Click on the “+” icon, select the Microsite option and give it a title to begin creating content.
How do I save my files?
Microsite builder is a cloud-based tool, so your files are automatically saved according to your progress. You can leave the editor or close the window anytime.
The ProjectMark network is an interactive maps based platform where Architectural, Engineering & Construction companies can advertise their historical projects. Users are then able to search for companies with that experience by applying specific filters.
How can my company have a presence on the Network?
Your company can have a presence on the network by building a ProjectMark profile using the data you store in your content hub.
How do I see my profile?
On the top right hand corner of your dashboard, click ‘’View My Profile’’ to access your profile page.
How do I edit the information on my profile?
You can edit your information in two ways:
1. Updating information in your dashboard (Company Details, Projects & Team Sections) This will auto update your profile with the latest information. 2. You can also edit information while on your profile page. Information edited here will also update your dashboard (Company Details, Projects & Team Sections).
Can I edit the order of the projects beneath my project map?
Yes, please access the projects section. To chose the order of appearance of a projects, enter the desired numerical order (in numbers ascending from 1) in the box in the top left of the appropriate project thumbnail. After you input a number please press enter and the order of appearance will automatically update.
Can I feature projects?
Yes, you can feature projects by selecting the star icon (top right corner of the thumbnail) in the projects section. This will change the project pin to a star on your map.
Can I hide confidential projects on the Network?
Yes, to make a project confidential please toggle the Confidential button option on the Require Info tab of the project upload form. This will remove the pin from any maps it appears on (Network, Profile, SmartPortfolio). The thumbnail will still be visible below the map and the project case study will still include any information you entered on the upload form.
Can I edit how our Team Members are presented in the Team section?
Yes, from the Team section, click on the Edit Profile Order to set the order of appearance the team members list.
I don’t want to show certain Team Members, can I hide them?
Yes, you can hide team members by clicking the hide option beside their name in your team section.
How can I find our profile on ProjectMark?
You can find your company profile in two ways. Firstly, start by clicking ‘’Search’’ or ‘’Access Network’’. Option 1: Search for your company profile in the search bar. Once you begin typing, a dropdown list of options will appear. Option 2: Find your company based on their historical project experience. You can do this by applying specific project & company filters to match your search criteria and narrow down results.
Can I create an email signature or icon link to the ProjectMark profile?
Yes, instructions to create an email signature or website icon can be found in your Share section on the dashboard.
Is there an option to remove our profile from the Network?
Yes. Please select ‘’Private Mode’’ which can be found in your Account Details section. This will hide your profile from view on the network. All information in your account will still be available for use in the Design+, Microsite and Smart Portfolio features.
Smart Portfolio overview.
The Smart Portfolio allows you to display your project portfolio on your own company website through an interactive ProjectMap.
How can I add the Smart Portfolio to my company's website?
Please follow the instructions in the Share section of your account. You will be directed to copy and paste two pieces of code into the desired location of your company website editor. This code is compatible with all website editors (Wordpress, Square space etc.). If you experience any difficulty, please contact your Customer Success Specialist for assistance.
How do the projects get populated?
The Smart Portfolio is linked to the Projects Section of your ProjectMark account. Each time you add a project to your ProjectMark account, this will automatically add this project to the Smart Portfolio on your company website.
Can I customize the map?
Yes, in the Share section of your account you can customize colors in various locations, hide/show the map, chose your own project thumbnail design and select from project case study design options.
Want to learn more?
Schedule a demo with us and we’ll show you how ProjectMark makes AEC marketing easier.