Project Actions
The Project Actions toolbar (top toolbar) within the Project window allows you to take key actions that directly impact the progress and management of your projects. This centralized toolbar provides you with a variety of options to manage project details, communicate with team members, track project status, and generate necessary documentation—all in one place.
Whether you're submitting an Action Item, attaching relevant documents, adding notes and alerts, or generating reports, the Project Actions toolbar simplifies your workflow. It enables you to quickly and efficiently carry out common project tasks, like placing a project on hold, completing it, or even duplicating it for future use.
Key Actions Available:
Attach Documents: Easily upload and link important project documents.
Add a Note/Alert: Keep your team informed with notes and alert messages.
Create a Punch List: Track incomplete tasks and ensure project completion.
Print Reports: Generate and print project-related reports.
Place Project on Hold: Temporarily pause project activities as needed.
Complete or Cancel a Project: Mark a project as complete or cancel it entirely.
Duplicate the Project: Quickly create a duplicate of the project for reuse.
The Project Actions toolbar streamlines project management by putting all these capabilities at your fingertips, allowing you to efficiently move your projects forward, keep track of progress, and manage key aspects of each project’s lifecycle.