How do I navigate the "Project Overview" screen?

The project overview screen is a summary of all the important happenings of your project.  To view the project overview screen for a particular project, simply navigate to the project in question (or using the search field).  If creating a new project, you will see the option to now enter a budget:



The new overview will keep all of the project's pertinent data right at your finger tips:



If you have more than a single project for the same contact record, you may select the project you wish to view from the drop down menu near the top of the page.  At the bottom of the screen, you may see any notes, emails, to-do's, events, etc.. Related contacts as well as a financial status ledger will appear on this new screen as well.  To see more on this, please view our video listed here.



KeyWordSearch: Project, Overview, Budget






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