How do I view important project information?

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 

 

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