Project Summary
Quickly review and access your key project details.
Overview
The Project Summary provides your team with a centralized view of essential project details, initially entered during Project Creation or updated later in Project Settings.
Process
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Open the Project Summary using the project navigation menu.
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View all key project details, including those entered during Project Creation or updated in Project Settings.
This page displays your project's key details — such as name, address, client, and other project information — laid out as labeled fields for quick reference.
Note: While adding project team members was previously available in Project Summary, you can now add or update team members in the Project Team/Directory section.