Home for Subcontractors
The Home Page is the starting point for a Subcontractor who logs in to the system.
Note: This is the traditional starting point for a user on the system. If you toggled the Always see Tasks first option to blue, the Tasks page will appear instead of the Home Page.
Administrative Tasks
Pending Administrative Tasks display at the top of the page, below the Administrative Tasks label.
Note: Each item links to the listed action.
Recently Viewed Projects
The four most recently accessed projects display under a Recently Viewed Projects section. Each project tile includes the project name and the project number.
Select a tile to easily navigate to a recent project.
Project List
Project information displays in a table beneath the Recently Viewed Projects section.
Sort Projects
Choose the ∇ symbol in a column to sort projects in descending order by that column, or choose the Δ symbol to sort in ascending order. Projects sort by the My Projects column when the page first loads.
Note: Hover the cursor over a column header to see the sort arrows.
Find Projects
Each column includes a search filter.
- Enter text in the Filter area of a column to search the project list.
- In the Segment ID or Status column, select a preset filter from a drop-down.
- Choose Reset Filters to return the page to its default view.
Projects Table
If you have View All Organisation Projects permissions, the page may include an Other Projects view. This view includes a table with for projects on which you do not have a role. Both the My Projects and Other Projects views include the following columns:
- Project Name: Lists the projects on which you have a role; the name links to the Project Home page
- Project: Shows the number assigned to a project; the number links to the Project Home page
- Optional. Segment ID: Shows the segment assigned to a project
Note: The table only includes the Segments column if your organisation includes segments functionality.
- Main Contractor: Shows the name of the organisation acting as the Main Contractor on the listed project.
- My tasks: Displays the number of outstanding project tasks
Note: Select the number to expand the row and see a list of the tasks.
- Status: Shows a project status of Active or Inactive
- Messages: Displays the number of unread messages for a project; the link leads to the View Messages page for the project.
Last Published Wednesday, July 10, 2024