From the project dashboard, the Items in Progress section provides an
overview of all Submittals, RFIs, Issues, and Daily Logs in progress for that project as
well as status details for each item type.
-
From the home page, under Projects, click on the name of
the project you want to open.
The
Dashboard for the project appears.
Under
Items in
Progress, the pie chart for each item type indicates the
total number as well as how many items are overdue, coming due, and on
track. Note the color coding for items in progress:
- Green: on track.
- Yellow: coming due.
- Red: overdue.
-
Click the heading or number for Submittals, RFIs, Issues, or Daily
Logs.
A summary of items in
progress for that project item type appears.
-
In the detailed view of a project item type, you can filter the summary as
follows:
- Click By Org to view the number of items per
organization assigned to the selected project item type.
- Click By State to view the number of items per
project item state.
- For RFIs and issues, click By Impact to view the
number of RFIs or issues in which a Change Impact (Schedule, Cost, or
Drawing) has been indicated.
-
You can click a portion of the pie chart or the bar chart to see a filtered
view of the register for that work item.
