Header Menus Overview for Main Contractors

The Header Menus provide access to tasks, tools, organisation and user-specific features, announcements, and help. Users can access the Header Menus from any page within the application.

Tasks Icon: When selected, opens a tray and lists the 25 most recent tasks across all projects. Select the View All My Tasks link to see a list view filtered to display only your tasks.
Tools Menu: Enables you to generate reports, manage exports, and handle other administrative tasks. Available tools depend on your organisation type and permissions.
Organisation Name Menu: Displays the name of your primary organisation. Edit your primary organisation details, add a second organisation, view all other organisations linked to your primary organisation, see the terms and conditions, view project fees, and download a document for your bank to enable EFT payments.
Name Menu: Displays your first and last name. Edit your user profile, reset your password, reset your e-Sign PIN, read and configure system notifications, and sign out.
Announcements Tray: Opens a tray with headlines for news posts from the past 90 days. Posts focus on new features and enhancements.
Help Menu: Includes a context-sensitive link to the help system, training information, and the contact number for client services.

Next: Tools Menu Overview for Main Contractors