The project workspace
The metric strip, project location and the five related record tabs.
The project workspace collects everything that has happened at one site.
The header
Project number, project name, site address, client and last-updated date.
Overview
A metric strip runs across the top:
| Metric | Meaning |
|---|---|
| Jobs | Total jobs booked |
| Active | Jobs not yet complete |
| Completed | Jobs finished |
| Dockets | Dockets raised |
| Signed | Dockets signed off |
| Reports | Reports started |
| Delivered | Reports issued |
| Site plans | Plans and field documents uploaded |
Below it, Project location shows the site on a map with a Get directions button — useful for sending a crew.
The tabs
Jobs
Every job booked at this project. Click through to the job detail panel.
Dockets
Every docket raised here, with workflow and reporting state.
Reports
Reports written against this project.
Calculations
Saved engineering design checks connected to this project. Open calculation register takes you to the full Calculations module. Calculations only appear here if the project was selected on the calculation itself — see Linking a calculation.
Site plans
Site plans and field documents uploaded for the project.