Follow your projects and documents
See your projects, their agreed price changes, and the documents the company shared with you.
Projects
Open Projects in the left menu. Each project is a card showing its name, its status (Not Started, In Progress, On Hold or Completed) and, if set, the due date. If you have none, the page says "No projects yet."
Click a project to open its Change Order History. This is the list of agreed versions of the project's price, from the first version onward. Each version shows:
- The version number, with a Current badge on the one in force.
- Its status.
- The amount for you, with the currency.
- The tax, when one was worked out, with its category.
- The date it took effect and, when given, the Reason for the change.
Only information meant for you is shown here. If no agreement has been recorded yet, the page says so.
Documents
Open Documents in the left menu. The page lists files the company chose to share with you, with their Name, Type, Size and the date Shared. Files from your own record and from your own projects can appear.
Overview page
The Overview page greets you by name and has quick cards for Invoices, Statement, Payments and Projects, as well as Documents. Everything on it is limited to your own records.
Good to know
- You can view these pages but not change anything in them.
- A project that is not yours will show "This project could not be found".
- Questions about a price change or a missing file should be sent to the company directly.