How do I navigate the left-side menu?
Use the Left-side menu to manage projects.
To create a new project click the New Project button on the left-side menu.
Use the Carets to expand nested menu items
- Project details – Contains the Project Dashboard and Project Information
- Plan Room- Contains Addenda, Drawings, Specifications, ASI’s and photos
- Bidding- Contains the cost worksheet, Bid invitations, Cost Split, Scope of work, Proposal and the Expanded Division Report.
- Commitments- Contains Award Subs, Purchase Orders, Owner Contracts as well as Subcontracts.
- RFI- Contains the RFI module
- Submittals- Contains the Submittal module
- Meetings- Contains the Meetings module
- Changes- Contains Change Orders, PCO’s and Phases
- Daily Activity- Contains the Daily logs and scheduling module
- Billing- Contains Owner billing and Subbilling
- Briefcase- Contains project documents
- Close Out- Contains Punch list, and Warranty Letters
- Reports- Contains a full list of available reports bases on project status
- Email- Correspondence Module