Matidor 101: Introduction to Matidor | Map Based Project Management for Field Teams

Get an introduction to Matidor, the map based project management platform that helps you visualize projects, track work and budgets, and collaborate with your team in one place. In this overview, you will see how the home dashboard, portfolios, projects, GIS, budgets, files, and mobile app all connect so you can manage field work more efficiently.

In this video, you will learn how to:

Use the Home dashboard, search, and map pins to find the right projects and work items
Organize multiple projects with portfolios, colour coded map pins, dashboards, and table views
Work inside a project using templates, work items, sub-projects, approvals, and reports
Track budgets and costs, filter financial data, and sync with accounting systems
Use GIS layers and map drawings to add spatial context to your projects
Control access with roles and permissions for internal users, clients, and contractors
Store and preview files and photos, then take Matidor into the field with the mobile app

Matidor brings your locations, tasks, budgets, and files together on a live map so project managers and field teams always know what is happening and where. To dive deeper into specific features, explore the in app videos and guides for Home and Search, Portfolios and Tables, Projects and Work, Budgets and Costs, GIS, Files and Reports, and mobile and workspace setup.Start exploring Matidor today. Visit https://matidor.com to learn more or sign up for a free demo.

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Transcript

What This Video Covers

This overview video provides a comprehensive end-to-end tour of Matidor, the map-based project management platform built for field operations teams. In six minutes, you will see how every major Matidor module — the home dashboard, portfolios, projects, GIS layers, budgets, files, and the mobile app — connects into a single workflow that keeps project managers and field teams aligned across all sites, tasks, and costs.

Who This Is For

This video is the ideal starting point for anyone evaluating Matidor for the first time, new users completing onboarding, executives assessing platform capabilities for their organization, and team members in oil and gas, environmental consulting, construction, or infrastructure management who want to understand how Matidor fits into their existing project management process.

Step-by-Step Walkthrough

The video begins with the Home dashboard, which displays a live map of all project locations color-coded by status. The global search bar and personal activity feed are explained — search surfaces any project, work item, or document instantly, while the feed shows pending tasks, recent comments, and items awaiting approval. The Portfolios section shows how to group and monitor multiple projects in one consolidated view with map, table, and dashboard formats.

Inside a single project, the tutorial demonstrates the Work tab for task management, the sub-project hierarchy for large program management, the approval workflow for quality control, and the report generation tools for client documentation. Budget and cost tracking are shown with cost codes, running totals, and accounting integration via Deltek. GIS layers and map drawings are briefly demonstrated, showing how spatial reference data is overlaid alongside project pins for field context. The video closes with the mobile app, showing how field technicians access offline maps, create work items, capture photos, and sync data when back in coverage.

Key Takeaways

Matidor replaces the disconnected combination of spreadsheets, email threads, and separate mapping tools that most field operations teams currently use. By bringing project locations, tasks, budgets, files, and field data together on a single live map — accessible on both desktop and mobile — Matidor gives everyone from field crews to project executives a shared, real-time view of what is happening across the entire portfolio. This video is the best first step before exploring any of the individual Matidor 101 feature tutorials.