Project dashboard

Get a quick overview of your active projects and their status on the configurable dashboard home page and effortlessly drill down where needed.

Check the status of all of your ongoing projects at a glance. Depending on your role you’ll get to see the projects that are relevant to you.

You can filter your projects by user, client, project status or date to simplify your summary. You can also search for a specific project name or number.

If you want to know which projects are most urgent, you can either sort your list by deadline instead of project number or you can limit your list to projects that have a deadline within the next 12, 24 or 48 hours. If a project has an interim or final deadline within the next 24 hours it is displayed with a warning.

You can quickly display the planning and financial information of a project in a pop-up so you don’t have to drill into the project to see these data.

The status bar clearly shows the stage of a project. The status is set automatically when specific steps are completed but can also be set manually.

In the Actions menu you can claim projects, transfer them to a specific colleague or archive them.

Quoting

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Delivery

Vendor Portal

Reporting