Portal Overview and Video

Our goal with the portal is to help your company deliver responses to inquiries as efficiently as possible by using a secure, cloud-based, web application. In addition, the Project Portal will allow teams to share and collaborate and refine the selections over time.

Watch this short video to get acclimated to the ease and power of the Project Portal:

Features include:

• Easily juggle multiple projects, keep the equipment selections and documents all in one place
• Curate the tables of equipment types (pumps, heat exchangers, valves, etc.) -- easily export to Excel, CSV, PDF
• Collaborate with your team "in the cloud" on projects and equipment selections
• Project documents are available in the cloud (vs being stuck on a colleague's desktop), 24x7
• Generate project schedules (aka, tabular listing of equipment)
• Package up specific documentation for the project to share with your client
• Automate new user registration/sign-up

The Project Portal treats projects simply as a list of different Equipment Type items. For example:

• 10 pumps
• 3 heat exchangers
• 27 valves

The Portal supplies out-of-the-box selectors. But also allows you to add your own equipment types customized to meet your needs across projects.

The project output -- or "schedule" -- can be shared in many ways:

• A direct link for your client to click on and gain access to a read-only view
• Or various file outputs that you can email

  
  

  • Printed as a PDF
  • Combined into a ZIP
  • Exported to Excel
  • Exported as CSV file(s)

We look forward to any questions or suggestions!

-- The Project Portal Product Team