Build Overview
The Gantt build overview - available via Site|Build / Build Overview / Gantt. It’s just like your project’s Gantt view display, but allows you to display t...
Mon, 1 Sep, 2025 at 2:44 PM
The Calendar build overview - available via Project | Build Overview | Calendar. It’s just like your project’s Calendar view display, but allows you to disp...
Mon, 1 Sep, 2025 at 4:08 PM
The Timeframe Shift build overview - available via Projects | Build Overview | Timeframe Shift. This is a high-level report showing the variation of your fi...
Mon, 1 Sep, 2025 at 4:09 PM
The next report is the Resource Allocation build overview - available via Projects | Build Overview | Resource Allocation. This report relies on your tasks...
Mon, 1 Sep, 2025 at 4:15 PM
The Full-Time Equivalent Report - available via Projects | Build Overview | Full-Time Equivalent Report. It’s similar to the Resource Allocation report but...
Mon, 1 Sep, 2025 at 4:19 PM
The Project Timelines Report - available via Project | Build Overview | Project Timelines Report. This provides a very top-level view of when your projects...
Fri, 5 Sep, 2025 at 4:13 PM
Users with branch owner permissions can view and modify the default schedule settings for the entire branch. You can access the branch-wide schedule setting...
Mon, 1 Sep, 2025 at 4:33 PM
If you are giving your client access to their project via a client portal login - you can add notes for them to view, and is the same process as adding proj...
Mon, 1 Sep, 2025 at 5:11 PM