What Is Shown On The Project Dashboard?
The project dashboard shows a number of helpful features to help keep a project organized.
The Project Name card shows the name of the project, the address, the estimate template used as well as a hyperlink to update project information.
The Profit card provides profit information. Clicking on the hyperlink will open the Original Budget Report.
The status card provides information about the status of the project including schedule information. Clicking the paper icon opens another window with more information.
The Task Card provides information about tasks that are overdue, due within the next Seven Days or longer as well as tracking information.
The To Do Item cards allows you to create tasks, assign tasks and due dates.
The Project team card shows the project team as well as allows you to add more people to the project team. Click on the person icon to add to the project team.