Users can access the Project Overview area by clicking the name of the Project on the Projects page, map, or while in the Project Setup side, by further extending the Project Information Card ('More Information' button) and clicking the 'Project Overview' button at the bottom of the information card.
The same features are also accessible for Portfolios within the Portfolio Overview area.
- Sections Bar
- Project Setup / Portfolio Setup
- Project Information Card / Portfolio Information Card
If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.