Project View Overview

The Project View contains a hierarchy of your projects. Use it to access your project’s logs and documents. For example, if you need to create or review a submittal, go to the Logs folder and click Submittals to open its log window.

• Open a folder by double-clicking it. Close a folder by double-clicking it again.

• Select a module, such as Submittals, by clicking its name or the icon to the left of it. After you open a module, the log window (which contains a list of documents) for that module is displayed.

• You can customize the names and orders of folders and modules.

When the top-level folder is selected (for example, All Projects), all projects are closed, and information in the Workspace is summarized for all projects.

When you select a project, there are four folders under that project:

• The Project Information folder will contain the documents you create for companies, add issues, and schedule the project.

• The Communications folder will contain documents for communication project information:

• Transmittals

• RFIs

• Notices and Non-Compliance Notices

• Letters

• Correspondence Sent and Correspondence Received

• Meeting Minutes

• Notepads

• Telephone Records

• Safety

• The Contract Information folder will contain contract documents for the project, including:

• Cost Worksheets

• Contracts &endash; Budgeted, Committed, and Funding

• Purchase Orders

• Trends

• Payment Requisitions

• Change Management

• Proposals

• Change Orders

• Procurement

• The Logs folder will contain document information about the following:

• Drawings and Drawing Sets

• Submittals and Submittal Packages

• Materials

• Daily Reports

• Insurance

• Punch Lists

• The Templates folder will contain all the templates that you created for your projects.

What do you want to do?

Read about Contract Management log windows

Read about the Workspace