Project overview

The overview is the front page of a job. It shows where the work stands and links into each section.

Open a project. Overview is the first tab.

You see the client, the current status, recent activity, and cards that jump to takeoff, the bill, the programme and the portal.

Use the tab row under the title to move to a section. On a phone the row scrolls sideways.

Examples

  • Check what is issued

    Open Overview. If an estimate is already issued, the portal card says so. Click it to see what the client can see.

Ask about this

The assistant uses this guide only. It cannot see your projects.