Tools Menu Overview for Subcontractors

The Tools Menu includes actions you can perform across all projects on the system. Available actions depend upon the user roles assigned to you on the Edit User page. If you do not see a feature in your Tools Menu, you do not have the necessary permissions to perform that action.

My Progress Claims: Track progress claim status across all projects on which you have a role.
Generate Reports: Create a variety of reports to monitor users and periods.
View Reports: View all available reports created from the Generate Reports page.
View Exports: Review files exported to an accounting or ERP system.
Excel Download Utility: When you access this page from the Excel Download Utility link, the application will automatically select the Budget with Draw Details report option.

Next: Organisation Menu Overview for Subcontractors