Executive Dashboard

October 31, 2017| Dorothy McGovern|

Categories:

Documentation

The Executive Dashboard is designed to give your company’s executives an overview of the company’s projects. The Executive Dashboard includes a number of filters.

Click Export to export data to Excel.
Click Open Project Dashboard to access the project details.

Columns
The columns are affected by configuration. Your site might not include the same columns shown in the image above.

Creating a Pay ApplicationCreating a Pay Application

Creating the first Pay Application is different from the creating other Pay Application documents. Note: The Project Setup document Status must be Committed before you can create the Pay Application and SOV

Commitment OverviewCommitment Overview

The Commitment document contains information on the contracts you have with vendors and subcontractors and, optionally, suppliers (purchase orders). When used at non-integrated sites, Owner Direct is purely informational. However,

Items Tab: Drag and Drop to ReorderItems Tab: Drag and Drop to Reorder

On the Items tab of certain Doc Types you can drag and drop the rows to reorder the list. To reorder Items through drag and drop: On the Items tab,

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