Skip to main content
The short version. Search by name or project number, filter by status, and switch between grid and list — whichever you can scan faster.

The status filters

Active

Work is happening. This is where your day-to-day jobs live.

Pre-Bid

Not awarded yet. Useful for keeping bid documents together before there’s a job.

Public

Visible more widely than your company.

Where percent complete comes from

Treat the percentage as a planning number, not a pay application. Check it against your own schedule of values before anyone bills off it.

Grid or list

Grid shows more at a glance and is easier on a phone. List fits more rows and is easier to scan by project number. It’s a personal preference and you can switch any time.

Next

Create a project

Every field on the new project form, explained.

Inside a job

The Project Dashboard and its tiles.