To view details of current project:
- Click on Projects
- Click on Dashboard
- Under Current Projects find the project click on the Project No
- In the project Detail Page you have access to:
- Quick Actions Menu (Red)- for adding actuals to the project (timesheets, stock on hand, purchases), edit the project, invoice and change the project status
- Project Details Summary (Blue) Project Numbers, Client, Schedule and Quote, Project Group and Client PO details.
- Actuals Tabs (Green) - Review Timesheets, Materials Used, POs, Notes, Files and Invoices added to the project.
- Progress Widgets (Yellow)- Quick status summary of where the job is up to by time and financially compared to the forecast.
- Project Documents (Brown)- Access and print project documentation.