Navigating The Project Menu Inside DocBoss

Alina Sonke

January 5, 2025

1 min read

Product Updates

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

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