About The Project Overview

With Project Overview, you can take the following actions:

• View and Manage Project Information

• Quick Create Items

• Get Project Insights

• Manage Project Links

• View Open Items

View project details, project team, open items, and project activity from on place.

• Project Details. Quickly view and manage your basic project information like project name, description, logo, and total value without having to navigate to the Admin tool.

• Project Team. View the project team list, as well as their contact information and role on the project.

• Recent Activity. See which items in your project have been recently created or updated, and by whom.

• Project Message and Notes. Create a project message to share important details with your team.

See Project Overview Tutorials.

Quickly create RFIs, Submittals, Daily Log entries, and more right from your Project Overview page.

Items available for Quick Create:

• Change Events

• Daily Log

• Incident

• Inspection

• Observation

• Punch List

• RFI

• Submittal

• Task

• Timesheet

See Quick Create an Item.

Easily identify and address key project risks through proactive insights, and improve project efficiency. Currently, there are targeted insights for the Daily Log, RFIs, and Submittals.

See View Project Insights.

You can add links that will appear at the top of the Project Overview page to provide easy access to frequently visited pages or files for your team. See Add, Edit, or Delete Project Links.

View your open items, as well as open items across your project that are assigned to others. You'll only be able to see details for items you have access to. See View Open Items.