# Plexa KB

## <i class="fa-house">:house:</i> WELCOME TO PLEXA KNOWLEDGE BASE!

### **Your Comprehensive Guide:**

Welcome to the Plexa Knowledge Base, your go-to resource for guidance, tutorials, and troubleshooting support. Dive into step-by-step articles covering everything from getting started and managing projects to configuring workflows, finance management, and resolving common issues. Whether you're new and learning the basics or an experienced user seeking advanced features, our clear instructions and best practices will help you maximise your Plexa experience.&#x20;

<div align="left" data-with-frame="true"><figure><img src="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2Fhn90tKgRvQfFM5MNxYtd%2Fsitemgmt.PNG?alt=media&#x26;token=018fa56b-1bc5-4fb4-849f-ec37f0dacf5b" alt=""><figcaption></figcaption></figure></div>

### :mag\_right: **What You’ll Find Inside:**

* **Getting Started** → Discover how to log in, accept invitations, and navigate Plexa
* **Admin & Settings** → Configure your organisation details, security, and integrations
* **User & Role Management** → Add users, assign roles, and manage permissions
* **Directory** → Manage contacts, companies and subcontractors in one central location
* **Projects** → Create, edit, and close projects, or use templates for faster setup
* **Workflows & Tools** → Use Plexa features like Timesheets, Procurement, Tenders, Finance, and more
* **Finance** → Track budgets, invoices, purchase orders, and financial reporting
* **Documents** → Upload, organise and share project documentation with your team
* **Program & Scheduling** → Plan timelines, milestones and monitor project progress&#x20;
* **Defects & Handover** → Manage defect lists, quality checks and handover processes
* **Site Management** → Oversee site tasks, safety records and compliance records
* **Troubleshooting & FAQs** → Quick fixes for common issues
* **Support** → Contact Plexa Support or request new features

#### Use the GitBook assistant for any inquiries

<a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/sM080yWaUj5IxIfRvUKc/" class="button primary">Ask GitBook AI</a> <a href="https://www.plexapro.com/contact" class="button secondary">Contact support</a><a href="https://www.plexapro.com/request-demo" class="button secondary">Request a Demo</a>

### Popular Modules

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-type="image">Cover image</th><th data-hidden data-type="rating" data-max="5"></th></tr></thead><tbody><tr><td><strong>ADMIN &#x26; SETTINGS</strong></td><td>Configure your Organisation, add Users, create permissions and install Integrations</td><td></td><td></td><td><a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/o6c46ULFaLwrKH9fJoF1/">Admin &#x26; Settings</a></td><td><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2FBMfa0zMMtfOEeaMGM5zN%2FCF07BA13-B0A4-4E68-8EF1-CE86A64B71E6.PNG?alt=media&#x26;token=5d2079cd-70b1-44a7-bcc6-cd1465725281">CF07BA13-B0A4-4E68-8EF1-CE86A64B71E6.PNG</a></td><td><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2FgXN1DYWfVJnpT6Mf5mhL%2FBlue%20header1.png?alt=media&#x26;token=08297d8f-4eff-4dd3-8fbd-e887bd003c74">Blue header1.png</a></td><td>null</td></tr><tr><td><strong>FINANCE</strong></td><td>Manage budgets, track expenses and generate PO's and financial reports</td><td></td><td></td><td><a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/D6KNxAaEO7AkrkZyL2LY/">Finance </a></td><td><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2FOD6D81HZdiMoX5I3KjWa%2FD0B9C4A5-1207-4A31-A379-3351CD858E4E.PNG?alt=media&#x26;token=033e399d-5bc6-4612-a2ad-ace312861242">D0B9C4A5-1207-4A31-A379-3351CD858E4E.PNG</a></td><td></td><td>null</td></tr><tr><td><strong>SITE MANAGEMENT</strong></td><td>Daily inductions, attendance tracking, managing site documents, tasks, and incidents</td><td></td><td></td><td><a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/0TgHHweMBKS7KtP2ez7T/">Site Management</a></td><td><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2FbyBuXWorQQpPS6EGykEe%2FCC458B54-5F3D-4D0C-8EB6-CC0D771BF897.PNG?alt=media&#x26;token=8dc4e82c-86c9-45af-88c8-44d569d4a931">CC458B54-5F3D-4D0C-8EB6-CC0D771BF897.PNG</a></td><td></td><td>null</td></tr><tr><td><strong>DOCUMENTS</strong></td><td>Upload, organise and share important files with your team</td><td></td><td></td><td><a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/Yy8ftiSdY6PplPJUNFDh/">Documents</a></td><td><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2FkHwrP9HMVvcbUckHrS9l%2F1F1EB9B7-3A22-477E-9BE3-F4942DB424C1%202.PNG?alt=media&#x26;token=2760746d-5e24-4146-8dcb-8de17b2b6a68">1F1EB9B7-3A22-477E-9BE3-F4942DB424C1 2.PNG</a></td><td></td><td>null</td></tr><tr><td><strong>DIRECTORY</strong></td><td>Create and edit organisations, builders and contractors all in one place</td><td></td><td></td><td><a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/VYPalqGjKnzmxsBmTCJ1/">Directory</a></td><td><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2FGKJA6w9fl7z9qXnH5kJx%2F907C369C-8CA9-4CB2-9EB8-F4DA7B51F174%202.PNG?alt=media&#x26;token=8bbceab7-7ce1-4916-b7ce-59c3134d3abb">907C369C-8CA9-4CB2-9EB8-F4DA7B51F174 2.PNG</a></td><td></td><td>null</td></tr><tr><td><strong>PROCUREMENT</strong></td><td>Manage purchasing from request to delivery</td><td></td><td></td><td><a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/uS3Nymf6Yt0Ja0Qq80oC/">Procurement</a></td><td><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2FmdqpRqtFvyod56OAvLiK%2FA906D880-B179-4D18-91A0-14A2CBFE16B2.PNG?alt=media&#x26;token=38102f63-4729-46a1-9e65-eb483e90e647">A906D880-B179-4D18-91A0-14A2CBFE16B2.PNG</a></td><td></td><td>null</td></tr><tr><td><strong>WORKFLOWS</strong></td><td>Approve steps, trigger notifications, and ensure the right actions happen at the right time</td><td></td><td></td><td><a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/GOxTRiP0k8kl0uJyQjiL/">Workflows</a></td><td><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2FjzaVe6sOCSMIqUxN2UFG%2FBA38DFA9-07B0-4B1D-ABB0-FED7E1E78FD9.PNG?alt=media&#x26;token=0dbb0d50-4ca9-41bc-847a-09dd31e84530">BA38DFA9-07B0-4B1D-ABB0-FED7E1E78FD9.PNG</a></td><td></td><td>null</td></tr><tr><td><strong>DEFECTS</strong></td><td>Track, Manage and resolve site issues with precision</td><td></td><td></td><td><a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/HjzcFpRJLkrqqMihrFit/">Defects</a></td><td><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2FKHGGpv00rDNv8u4WAqT3%2FDD05D19B-D2D7-402D-B08E-581876D02CF7.PNG?alt=media&#x26;token=b64f44b7-2512-4262-b3ff-56296b05f51f">DD05D19B-D2D7-402D-B08E-581876D02CF7.PNG</a></td><td></td><td>null</td></tr><tr><td><strong>INTEGRATIONS</strong></td><td>How to Integrate Apps like Xero, MYOB, Oracle &#x26; Sage</td><td></td><td></td><td><a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/PmYa7o6NVEa25yBTLNQc/">Integrations</a></td><td><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2Fp4lEkHUsi9CH2VVvra51%2F4E8070D3-4FE4-434F-9EF6-69DA172C7850.PNG?alt=media&#x26;token=f45347ff-bdb1-49f3-b17f-bd840adb809f">4E8070D3-4FE4-434F-9EF6-69DA172C7850.PNG</a></td><td></td><td>null</td></tr><tr><td><strong>CHANGE LOG - PRODUCT UPDATES</strong></td><td>See what’s new on the Plexa Platform</td><td>Latest Features, fixes and Improvements</td><td><a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/cU0RQDe0ijAcpwtL2i5H/" class="button primary" data-icon="megaphone">What's New</a></td><td><a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/cU0RQDe0ijAcpwtL2i5H/">What's New </a></td><td data-object-fit="cover"><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2FW99qJ7IpveNcWCg9oHbG%2F0633457F-42A1-4BAE-B25B-0B97982C7B7F.PNG?alt=media&#x26;token=dca4d520-af69-4a19-99d2-255044781726">0633457F-42A1-4BAE-B25B-0B97982C7B7F.PNG</a></td><td></td><td>null</td></tr><tr><td><strong>GETTING STARTED GUIDE</strong></td><td>Your first steps for starting strong with Plexa</td><td></td><td></td><td></td><td><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2FZTZ4g1kLGMJEx38eZpCr%2FHOME.PNG?alt=media&#x26;token=2174eaa4-4791-44b3-94f3-f625b7cd0355">HOME.PNG</a></td><td></td><td>null</td></tr><tr><td><strong>WHY PLEXA?</strong></td><td>The all-in-one construction management platform </td><td><em><strong>One Platform. Endless Potential</strong></em></td><td></td><td><a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/S4ZBH4C8Ju5EZFkJjAq7/">Why Plexa? </a></td><td><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2Ff3cntK0qEd2LRiqHdkIx%2FPLEXA.PNG?alt=media&#x26;token=8fbdf930-5537-4c03-8750-0f6e85ae5be3">PLEXA.PNG</a></td><td></td><td>null</td></tr><tr><td><strong>TERMS OF SERVICE</strong></td><td></td><td></td><td></td><td><a href="https://app.gitbook.com/o/fJWA4JOOdzLWYvtmodVH/s/HpMdtnPDipokfLHWV7hw/">Terms of Service</a></td><td><a href="https://3619538137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsM080yWaUj5IxIfRvUKc%2Fuploads%2Ff3cntK0qEd2LRiqHdkIx%2FPLEXA.PNG?alt=media&#x26;token=8fbdf930-5537-4c03-8750-0f6e85ae5be3">PLEXA.PNG</a></td><td></td><td>null</td></tr></tbody></table>