The project menu serves as navigation inside individual projects. To access this menu, you’ll first have to navigate to a project.
Ways to open existing projects in DocBoss:
- Search for the project in the search bar on the top right of any screen, then click on the project’s name from the search results
- From the Project Dashboard, click on the project’s name on its tile
- From the Project List, click on the project’s name inside the grid
This will take you to the screen that is selected as the project’s landing page (by default, the Project Hub). Whatever screen you are on, the navigation bar inside a project functions the same:
Selecting the rightmost dropdown arrow inside the project navigation bar opens the project menu.
The project menu lists screens specific to the currently open project:
Here, users can access the following screens. All 8 titles are clickable links with more information:
1) Project Hub
- A visual overview of the project, targets, and KPI’s
2) Outstanding Actions
- View pending actions assigned to yourself and other users, specific to this project
3) Index Reports & Compilations
- Create databooks, packages, and supplier document indexes
4) Prices & Estimates
- Generate a quote to charge your customer for documentation
And the following groups:
5) Cards
- Create and manage the list of documents on the project
6) Cards In/Out
- Bring files into DocBoss and send them out in submittals
7) Equipment
- Manage the list of equipment related to the project
8) Set Up
- Customize the project’s setup