Metrak
Role guide

Project Manager

One project hub instead of ten spreadsheets - and warnings before small problems grow.

Runs one or more projects end to end: scope, schedule, team, buying, quality and the client.

▶ Watch your walkthrough
Pin issues on drawings
metrak.ai
Today
Projects
Dashboard
Tasks
Operations
Procurement
Finance
Documents
Reports
AI & Tools
Settings
Ground floor plan · Rev B
MeasureAreaMarkupAdd pin3D
Task ✓

Open a drawing from the project's Drawings tab. PDF, image, DWG or DXF.

Step 1 of 5

Your work in Metrak, step by step

Follow the flow of a typical day. Tap any feature to learn it.

  1. 1

    Start the project right

    Create it manually or with AI from the contract; check the BOQ, milestones and assigned members.

  2. 2

    Morning: plan the day

    Tasks with “Assigned to me”, the bell, and yesterday's daily reports.

  3. 3

    On site: capture and pin

    Walk the site with the drawings on your phone, pin issues, RFIs and NCRs where they are.

  4. 4

    Keep materials and money flowing

    Approve purchase requests, cash requests and change orders.

  5. 5

    Keep the client happy

    Share the progress link and request signatures on work receipts.

  6. 6

    Weekly: read the signals

    Project Overview: health score, AI risk radar, cash flow forecast and scope leakage.

Master these first

The features that make the biggest difference for you - mark each one learned as you go.

0 of 5 learned
Projects

The hub. Every record in Metrak hangs off a project.

Schedule: milestones & tasks

Plan in milestones, execute in tasks, and let progress calculate itself.

Drawings workspace
✨

Your drawings become a live map of the site - pins, measurements, even 3D.

Client progress link
✨

Give your client a window into the project - and get sign-offs without a meeting.

Purchase requests & orders

From “we need cement” to a delivered, invoiced order - fully tracked.

Quick check: lock it in
Question 1 of 3

You pinned a “Cost” on a drawing. What gets created?

Everything you can use

Other features that are part of your role by default. Your Admin can adjust what you can see.

Today feed
Insights dashboard
Create, search & shortcuts
Needs attention (the bell)
Mobile app
AI project wizard
✨
BOQ & budget
3D building view
✨
Change orders & retention
Site updates & photo timeline
Daily progress reports
Site memos
Work receipt requests
Inspection & material requests
RFIs & submittals
Quality & safety
Materials tracker
Suppliers
Subcontractors
Technicians
Finance overview & reports
Money out (payment vouchers)
Cash wallet (petty cash)
Proposals
Documents
Reports & analysis
Printouts, signatures & QR
Ask Metrak - AI assistant
✨
AI project intelligence
✨
AI construction study
✨
Construction calculators
Profile & my activity

Other roles

Ready to run your projects on Metrak?

Start free - no credit card. Your whole team can be on it today.