Quick Create an Item from the Project Overview

The Project Overview gives users access to important project information in one place.

• Required User Permissions

• The options available in the quick create menu are based on the user's permissions to the related tools. If a user has access to create the item in the tool, the option will be available for them.

1. Navigate to the Project Overview.

   • Navigate to the project's Home to be redirected to the Project Overview.

   • Click Menu and select Project Overview.

2. Click Quick Create and select the tool.

3. After you select the tool, follow the steps to create the item:

   • Change Events

   • Daily Log

   • Incident

   • Inspection

   • Observation

   • Punch List

   • RFI

   • Submittal

   • Task

   • Timesheet