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Understanding the Page Navigation Menus

Understanding the Page Navigation Menus

Updated over a year ago

The Page Navigation Menus are located to the left of every screen. Use these menus to quickly navigate to different sections of the App.

  • New Project – Quickly navigate to the Create New Project page.

  • Home – Quickly navigate to the System Dashboard/Home page, this is where you can see a brief overview of your Projects, Tasks and KPI's.

  • Projects - Quickly navigate to the Search Projects page, this is where you can search all Projects for your assigned Divisions.

  • Clients – Quickly navigate to the Search Clients page, this is where you can Create Clients, Add New Contacts, or Search Existing Clients.

  • Library – Quickly navigate to the Library page, this is where you can view/add data such as Products, File/Folders and Labour Rates.

  • Reports – Quickly navigate to the Forecasting and Targeting Tools to generate reports and see future projects.

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