ONE CONNECTED PROCESS
CURRENT PRODUCT VIEWS
PLAN TO REVIEW



THE RECORD LIFECYCLE
Client work
Enter proposal setup details for the project and client, including site, proposed dates, scope notes, and attachments.
Vendor work
Keep vendor records in the Partners workspace so the right company details remain easy to review.
SELECTED PROJECT
Project context
The client, vendor, financial, and coordination records referenced by the active job.
Purchased work
Use the project Financials area to review the purchase-order heading beside other current financial categories.
RFI register
Questions, due dates, status, and responses beside the project.
PROJECT FINANCIAL VIEW
PROJECT FINANCIALS
PROJECT CONTEXT
REVENUE
COST
PROFIT
MARGIN
Project financial overview
Review the project’s revenue, cost, profit, and margin headings before opening a financial category.
Vendor records
Use the Vendors register to review company, contact, registration, and linked-project context.
Financial categories
Move among financial headings and the source record while keeping the active project visible.
Current RFI status
Open an RFI to review its project, assignee, due date, original request, and final-response area together.
COMPANY AND PROJECT CONTEXT
Company Admins
Use company-wide Projects, Partners, Financials, Company, and settings pages to move between shared records.
Project Managers
Use the selected project workspace for job-specific reviews and global pages for company records.
Company people
Maintain project-manager and team records in Company, then review the people attached to the selected project.
WORK CONTEXT
BROADER REVIEW → JOB-SPECIFIC REVIEW
COMPANY VIEW
Company-wide records
Move between the shared company records used across the portfolio.
PROJECTS
PARTNERS
COMPANY
PROJECT VIEW
Selected project
Open the working areas that keep a job-specific review in context.
FINANCIALS
COORDINATION
RFIS
Explore every capability
THE OPERATING PATH
Use a seven-day trial or guided walkthrough to inspect that path in the current product.
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HOW IT WORKS FAQ



