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.
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Group |
Entry |
Purpose |
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— |
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. |
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Collaboration |
Tickets |
Project tickets. |
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Collaboration |
Companies |
Companies assigned to this project. |
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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.