How do I view important project information?

Modified on Sat, 14 Feb at 12:57 AM

You can view important project information to easily track a project’s status, take primary action, and manage your project more efficiently.  

Navigate to a project and click on the “Overview” tab in the project navigation panel. From here you can do the following: 

  • View the project’s status including last activity and next step, and link to view the history in a side panel 
  • View project details such as budget, start date, proposal due date, and description 
  • Link to view the Smart Profile that is presented to the client which includes the most relevant case studies and services for the project 

 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article