Money and procurement
- No cost codes, such as CSI MasterFormat or Uniformat. Each project has one budget, one forecast and actuals, not a breakdown by code.
- No purchase orders or committed-cost tracking.
- No QuickBooks, Xero or other accounting sync, and no tax-rate presets. Invoices export as CSV.
- No payroll, and no estimating or takeoffs.
Field and crew
- No time tracking, crew time clock or timesheets. A daily log records the crew count, not hours per person.
- No offline mode and no app-store app. ProtoPM runs in the browser and needs a connection.
- No plan markup or pins on drawings. PDFs open in the Files tab.
Clients, subs and approvals
- No e-signature and no approval link that works without signing in.
- No branded client portal.
- No linked network between two companies' own workspaces. Subs and clients join the project you invite them to, free, and keep their own company separate.
Closeout and handover
ProtoPM has a Closeout checklist that blocks closing while milestones, punch items or inspections are open. It does not compile O&M manuals, as-builts or warranties into a handover package. How closeout works.
Platform
- No single sign-on.
- The public API covers service health, the free tools and feature requests, not project data.
What to use instead
- Cost-code job costing and purchase orders: pair ProtoPM's job record with accounting or estimating software.
- Crew hours: a time-tracking app, with the totals entered in the daily log notes.
- Drawings and markup: a plan tool such as Fieldwire, with a pasted link in the project's Files tab.
- Estimating: keep your estimating tool for takeoffs.
Common questions
- What are ProtoPM's limitations?
- ProtoPM has no cost codes, purchase orders, time tracking, offline mode, plan markup, accounting sync, estimating or single sign-on. It does the day-to-day job record, free for unlimited users.
- Does ProtoPM have cost codes or CSI MasterFormat?
- No. A project has one budget, forecast and actuals, not a breakdown by cost code.
- Does ProtoPM have purchase orders?
- No. There are no purchase orders or committed-cost tracking.
- Does ProtoPM track crew hours or have a time clock?
- No. Daily logs record the crew count, not hours per person.
- Who is ProtoPM not a fit for?
- Teams that need cost-code job costing, purchase orders, a time clock or single sign-on in one system. They usually pair ProtoPM with other tools or choose a controls-heavy suite.
Related
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