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The project sidebar

Selecting a project from the Projects list opens the project workspace. The sidebar changes to show the functions available within that project, and the breadcrumb at the top of the screen shows your position, for example Projects > QA-Test_Project > Overview.

Group

Entry

Purpose

—

Back to projects

Returns to the workspace project list.

—

Project switcher

Shows the current project name; use Switch project to move to another project without returning to the list.

—

Overview

Project dashboard. See section 5.2.

Billing

Cost planning

Budget by DIN 276 cost group. See section 5.4.

Billing

Cost tracking

Budget against actuals and forecast. See section 5.5.

Billing

Trades

Trades (Gewerke) in the project.

Billing

Bill of quantities

LV / BOQ positions.

Billing

Invoices

Invoices and their approval state.

Billing

Payments

Payments against invoices.

Collaboration

Tickets

Project tickets.

Collaboration

Companies

Companies assigned to this project.

Collaboration

Members

People assigned to this project and their permission preset.

Settings

Project settings

Project configuration. See section 5.3.

 

Note: The project sidebar includes Payments and Companies, which do not appear in the visible part of the permission preset list in section 4.6.3. Confirm how access to these two areas is controlled.