How do I navigate using the Left-Site Menu?


To open projects, click on the name of the project then click the Task on the Left-Side menu. Or, from the Global Dashboard, you can click on the Task you wish to complete, then choose your project. 

Use arrows to expand nested Menu Items

 Left-Side Menu Items:

  1.  Project Details – contains the Project Dashboard and Project Information
  2. Plan Room – contains Addenda, Drawings, Specifications, ASI’s, and Photos
  3. Bidding – contains the Cost Worksheet, Bid Invitations, Cost Split, Scope of Work, and Proposal Package
  4.  Commitments – contains Award Subs, Purchase Orders, Owner Contracts, Subcontracts.
  5. RFI’s – RFI Module
  6. Submittals – Submittals Module
  7. Meetings –  Meetings Module
  8. Changes – contains Change Orders, PCO’s and Phases
  9. Daily Activity – contains Daily Log Module, and Schedule.
  10. Billing – includes Owner Billing and Subilling.
  11. Briefcase – Access Project Documents
  12. Close Out – contains Punch List, and Warranty Letters
  13. Reports – Full list of available reports bases on Project Status.
  14. Email – Correspondence Module has been relocated to left Navigation