Header Menus Overview for General Contractors
The Header Menus provide access to tasks, tools, organization 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 organization type and permissions.
- Organization Name Menu: Displays the name of your primary organization. Edit your primary organization details, add a second organization, view all other organizations linked to your primary organization, see the terms and conditions, view project fees, and download a document for your bank to enable ACH 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.