The Project View contains a hierarchy of your projects. Use it to access your project’s logs and documents. For example, if you need to create or review a submittal, expand the Logs folder and click Submittals to open the Submittals Log Window.
Open a folder by double-clicking it. Close a folder by double-clicking it again.
Open a module, such as Submittals, by clicking the module name. After you open a module, the log window (which contains a list of documents) for that module is displayed.
You can customize the names and orders of folder and modules using the Folders Dialog Box.
When the top-level folder is selected (for example, All Projects), all projects are closed and the Workspace summarizes information for all of the projects.
When you select a project, there are by default four folders under that project:
Project Information: This folder contains the following modules:
Companies
Issues
Schedule
Communications: This folder contains the following modules:
Correspondence Received
Correspondence Sent
Letters
Meeting Minutes
Noncompliance Notices
Notepads
Notices
Request for Information
Safety
Telephone Records
Transmittals
Contract Information: This folder contains the following modules:
Change Management
Change Orders
Contracts – Budgeted
Contracts - Committed
Contracts - Funding
Cost Worksheet
Payment Requisitions
Procurement
Proposals
Purchase Orders
Trends
Logs: This folder contains the following modules:
Daily Reports
Drawing Sets
Drawings
Insurance
Materials
Punch Lists
Submittal Packages
Submittals
Templates: This folder contains all the templates that you created for your projects.
