Project Overview Tab

The Overview tab is the first view you see when opening a project. It surfaces everything a PM needs at a glance: project identity, key contacts, schedule status, change order totals, and financials.

Steps

1. Open the project

Go to Projects and click the project. The Overview tab opens by default.

2. Edit project info

Click Edit (pencil icon) in the Parties & Contract section to update project metadata: description, site address, contract details, NTP date, permit number, owner name and address, owner's rep company name and address, architect contacts, liquidated damages rate, and more.

3. Manage owner contacts

The Parties & Contract block lists all owner-side contacts (property manager, HOA board members, etc.) under the owner's name and address. Click Add Contact to add a contact with name, role, phone, and email. Hover a contact to edit or remove it.

4. Manage architect/engineer contacts

The Parties & Contract block shows the architect/engineering firm (name + address) with any assigned EOR highlighted. Click Add Contact to add people at the firm (principals, project architects, or the EOR) with name, role, phone, and email.

5. Upload the executed contract

In the Executed Contract row, click Upload Contract and select a PDF (25 MB max). Once uploaded, click the filename to open it in a new tab, or the trash icon to remove it.

6. Check schedule and progress

The progress bar shows overall line-item completion. The three schedule cards show contracted duration, target completion date, and projected completion based on current progress.

7. Review financials

If you have financials access, the financial row shows contract value, earned to date, and remaining, plus retainage rates and liquidated damages rate (if set).

8. Change order summary

If any change orders have been executed, a summary card shows the count, total dollar value added, and total days added to the schedule.