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View Project Overview

Objective

To view the "Project Overview" section on your project's Home tab. 

Things to Consider

  • Required User Permission:
    • 'Read-only' and above on the project's Home tab. 
  • For companies using the ERP Integrations tool:
    • If your company has enabled the ERP Integrations tool (see ERP Integrations (Company Level)) and you have synced data with a third-party accounting solution, a green ERP banner appears next to 'Project Home' page label to alert you that the project is integrated with an ERP system.

Steps

  1. Navigate to the project's Home tool.
  2. Under "Project Overview" you will find a list of all tools that are being used in your project.  You can then view items based on tool or based on status. 

    project-overview2015-05-06_10-36-53.png 

View Items By Tool

To view items by the tool they are in, click the linked tool name under the "Overview" column. You will then see a pop-up with all items in that tool, as well as their status, their number, the Ball in Court, and due date. You can click the subject link of each item to open the item and view further details. 

tool-list2015-05-06_10-38-50.png

View Items By Status 

To view items by their status, click on the status bar color you would like to view (green denotes an item that is due in over 7 days, yellow denotes that the item is due within the next 7 days and red denotes an overdue item). For example, if you want to view all submittals that are due in over 7 days, click the green bar next to submittals. A pop-up with a list of all submittal items with that status will appear, as well as the item number, ball in court, and due date. You can click the subject link of each item to open the item and view further details. 
 

open-items2015-05-06_10-48-03.png

 

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Last modified
09:56, 12 Aug 2016

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