The Projects tab gives an overview of the projects in progress and their due dates. It allows viewing the projects by applying different filters on the table and extract the required data. Also, it provides an option to add a new project depending on the credentials.
Monthly Overview
The monthly overview provides a graphical representation of the projects that are new, active, paid, closed, invoiced or cancelled state.
Project Overview
Project Overview shows which projects are in new, active, punch, closed, invoiced, past due or client paid state.
- New: Number of new projects in WOA.
- Active: Number of projects in working state which means they are in active state.
- Punch: Number of projects which have been viewed by the vendor and sign off documents have been completed.
- Closed: Number of projects that have been completed, WO has been completed and the project has been invoiced.
- Invoiced: Numbers of projects which have received the invoices.
- Past Due: Numbers of projects which have not been completed and the due date has passed.
- Client Paid: Number of porjects for which the payment has been cleared by the client.
Due Projects
Due projects represent the projects that are due in the week. The representation based on the days shows which projects are due on which day.