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View Projects Overview Report

Objective

To view the Projects Overview Report in the Company Reports tool.

Things to Consider

  • Required User Permission: 'Admin' on the Company level Reports tool.

Steps

  1. Navigate to the Company level Reports tool.
  2. Click Projects Overview.
  3. You will then see the following information for each project at your company.


     
    • Project Administrators: This will list all users with full Admin permissions on the project listed in the header.
    • Delays: This will list any weather, RFI, or punch list delays in the project.
    • Tasks: This will list the number of recently completed, overdue, and in-progress tasks.

Next Steps

  1. Export the report by clicking the PDF button in the upper right-hand corner.

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