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