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 identity header or the Parties & Contract section to update project metadata: description, site address, contract details, NTP date, permit number, owner and architect contacts, liquidated damages rate, and more.

3. Review parties and contract

The Parties & Contract block shows owner, owner's representative, architect or EOR, site address, contract description and date, and project reference numbers — the same data printed on the Pay Application cover sheet.

4. 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.

5. 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).

6. 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.