Specific Project Views

The Specific Project View becomes available once a project moves past the initial "quote" status. This comprehensive dashboard is divided into five distinct tabs—Overview, Line Items, Team, Materials, and Change Orders—giving you complete control over the project's lifecycle.

Overview

The Overview tab provides a high-level summary of the project's health and progress. It is designed to give you essential metrics at a glance:

• Key Metrics: View the project's total budget, original quote, current status, total tracked hours, and the number of completed tasks.
• Time Tracking Graph: A visual chart displaying time logged by users specifically for this project.
• Quick Links: At the bottom of the page, you will find a shortcut to the associated client profile and a count of how many team members have contributed to the project.

Line Items

The Line Items tab is the core operational area for project execution. Here, you can view all line items and their associated tasks, track progress, and manage budgets.

Below each line item, you will see its nested tasks, their current progress, and expected hours.

Task Management

• Update Status: Use the dropdown menu next to any task to quickly change its status.
• Log Time: Click directly on a task's name to log time against it.

Line Item Management

• View Details: Click on the line item itself to open a side panel containing its utilized budget, priority level, assignees, and a detailed description.
• Modify Line Items: Click the Pen (Edit) button to modify rates and expected hours for that line item. Note: Making changes here will automatically flag them as recommendations in the Change Order section.

Important Note on Modifications and Billing: Any modifications you make to a line item or task (such as increasing expected hours) will visually update on the Tasks page immediately. However, billing behaviors depend on your project type:

• Fixed Fee Projects: Billing strictly uses the original quote plus any Approved Change Orders. Unapproved changes on the Tasks page do not affect invoices.
• Time and Expense (T&E): Billing is calculated directly from user rates and logged time. Change orders on T&E jobs act primarily as a way to provide clients with updated estimates.

Team

The Team page allows you to manage personnel and assign specific access roles for the project.

• Manager: Grants full administrative access to the project. Managers can modify line items, edit project details, and manage change orders.
• Member: Designed for standard execution. Members can log time, update task statuses, and add material entries.

Materials

The Materials tab tracks the physical items required for your project and is divided into two interrelated sections: the Bill of Materials (BOM) and Purchases.

Bill of Materials (BOM)

The BOM is used for planning and tracking the estimated materials for specific line items.

• You must correlate BOM entries with a specific line item.
• You can track details such as item name, status, product URL, quantity, unit price, descriptions, and general comments.
• Note: BOM totals are used to calculate estimated line item totals.

Purchases

The Purchases section tracks actual spending and requires a description, amount, date, and a receipt upload.

• Project purchases reflect against the total project budget.
• Linking Purchases to the BOM: Because items (like bulk wire or terminal blocks) are often purchased once but used across multiple line items, you can link Purchase entries directly to your BOM. This connection allows users to see exactly when an item was acquired and view its purchase details directly from the BOM interface.

Change Orders

The Change Order tab is where you manage scope and budget deviations from the original approved quote.

Creating a Change Order

When a project requires modifications, follow these steps:

1. Make your desired modifications to the respective line items (via the Line Items tab).
2. Navigate to the Change Orders tab and click Create Change Order.
3. Select the line item modifications you wish to include. The system will automatically generate a formal Change Order document.
4. Review the document and send it to the client for approval.

Resolving a Change Order

Once a decision is made, you can resolve the change order using one of three options:

• Approve: Automatically updates the official project budgets.
• Reject: Does nothing; the project budget remains unchanged.
• Write Off: Updates the line item hours for internal tracking, but does not update the official project budget. This action removes the modification from your change order recommendations.