- Budget Amendments
- Budget Items
- Change Orders
- Contract Exhibits
- Cost Proposals
- Drawing Packages
- Field Reports
- Merge Documents
- Payment Applications
- Potential Change Orders
- Punch List Items
- Request For Information
- Request For Proposal
- Specification Packages
- Submittal Items
- Submittal Packages
Reports & Dashboards
Configuring your Project Menu Dropdown
Configure your "Project Menu Dropdown" on your top menu bar to help you quickly navigate between projects.
In the top navigation bar, a dropdown exists that allows users to quickly switch between projects. Users can configure which projects show in their top menu bar. Configuring the project menu is a personal preference and does not affect any other users.
Project Menu Default
By default, when a user is added to a new project, that project will show in the project menu dropdown. If users don't want a project to show in the menu bar anymore, they need to configure their menu and uncheck the unwanted projects.
Configure the Project Menu Dropdown
To remove a project from the project menu bar:
Click the project dropdown
In the menu, click the option to View All Projects...
On the All Projects page, click the "..." button
In the dropdown, click the Configure Project Menu option
In the modal window, uncheck the unwanted projects
Click the Save button to save your preferences
Only projects that a user has access to will show in the "Configure Project Menu" modal. The list of projects is shown in alphabetical order based on the project name.