Guided Help
Use in-system support
This page labels and describes functionality shown in guided help. Scroll down, or use the hyperlinks to the right to navigate to a specific section of the page.
Videos
What is Guided Help?
Guided Help provides in-system guidance for specific tasks and workflows. Users can utilize this tool anytime they need guidance with navigation and/or understanding a specific PMWeb feature.
Access
The Guided Help button is located under the Modules Menu, right below the Exit button. Use Guided Help anytime you need help with navigation or understanding a feature.
Search
Clicking the Guided Help button opens a pop-up menu of in-system guidance. Click on the orange arrow to expand a menu or search for your question in the search bar.
Help
If you find an error with within a Guided Help WalkMe, please report the issue by clicking the green Request Help button under the Guided Help button.
Project Flow Diagram
To open the project flow diagram, click the Project Flow Diagram button from the Guided Help menu. This diagram shows you the flow of a project and what each role is responsible for. Each step is clickable and links to the relevant record for that step.
Types of Guided Help
Clicking on the PMWeb System Guidance button from the Guided Help Menu takes you to the Record Pages page on the PMWeb Support Site.
Step-By-Step Instructions
Step-by-step instructions display individual tasks that need your input.
Tool Tips
The question marks inside blue circles contain additional field information.
Help Buttons
Help buttons open the Guided Help prompts for the active record.
More Info Buttons
More Info buttons open the relevant webpage for the active record.