Projects page allows you to create and manage various documents needed for your project. Once you log in, click on projects, select a desired project and start managing your documents.
Your project name
View Members: view or add contacts to the project so they can have access
Project Settings: allows you to update project information
Summary: allows you to see an overview of the project (current screenshot page)
Project Inbox: this will bring you to the Inbox tool and it allows you to view any tasks assigned to you
Bidding: view, draft or send bids
Budgets: view/edit/create budget groups and contracts, award contracts
Daily Reports: manage daily reports
Documents: shortcut to access all your documents
Reports: export reports (Actual Cost Summary Report, Budget Summary Report, Budget Detail Report, Contract Activity Report, Cost Accounting Report, Current Summary Report, Job Cost Summary Report, Global Cost Summary Report Pdf, Global Cost Summary Report Xls )
Go to latest: Latest Daily Report page
Weather: project location weather
Project Board: record a message for your company to see
Project Owner: view or edit your company location details
Project Info: view or edit project location details
Document Summary: overview of items assigned to you, in review, completed, overdue or all.
Here is a list of all documents available (this may vary based on your subscription status)
ASIs: manage Architect's Supplemental Instructions
Change Orders: manage Change Orders
Invoices: generate or approve invoices
Memos: create and distribute memos
Pay Apps: manage schedule of values/payment applications (this is linked to #2 Budgets)
Punch-Lists: manage punch-lists/punch-list items
RFIs: create, share and respond to Requests for Information
Submittals: create submittal required or submittal logs
To-Do's: manage to-do lists
+ New Document: create new documents using the drop down menu
Within each document type, you will see the following tabs for individual documents:
Overview: this page is visible when you first open a document. It shows document details and actions.
Activity & Notes: this is a newsfeed of your document activities, any changes/notes/updates will be visible here.
Attachments: any relevant files uploaded can be accessed through this tab. This is also linked to Files tool on the main Dashboard.
Followers: see who has access to the document or add a follower. When you add a follower, that person will have access to the document but not the project.
Approval Chain: view who has the privilege to approve the documents. This can be updated through the project settings. Please see the article for more details.