View Items in Progress

From the project dashboard, the Items in Progress section provides an overview of all Submittals, RFIs, Issues, and Daily Logs in progress for that project as well as status details for each item type.

  1. From the home page, under Projects, click on the name of the project you want to open.
    The Dashboard for the project appears.
    Under Items in Progress, the pie chart for each item type indicates the total number as well as how many items are overdue, coming due, and on track. Note the color coding for items in progress:
    • Green: on track.
    • Yellow: coming due.
    • Red: overdue.
  2. Click the heading or number for Submittals, RFIs, Issues, or Daily Logs.
    A summary of items in progress for that project item type appears.
  3. In the detailed view of a project item type, you can filter the summary as follows:
    • Click By Org to view the number of items per organization assigned to the selected project item type.
    • Click By State to view the number of items per project item state.
    • For RFIs and issues, click By Impact to view the number of RFIs or issues in which a Change Impact (Schedule, Cost, or Drawing) has been indicated.
  4. You can click a portion of the pie chart or the bar chart to see a filtered view of the register for that work item.