Your projects in eSUB Fusion serve as a centralized location to create project documents and to track the most important details of the work you perform for a given contract. Depending on your business needs, your projects may be set up to an advanced level, offering you more granular reporting, or you can easily create and start documenting a project in just moments.
To perform the actions described in this article, a user must have the Project Admin - Projects and Project Settings permissions. To view the various Project Summary page widgets, a user must have the General Permissions - View permissions for the given document type.
Use the links below to quickly jump to a topic:
- View and Manage the Project List
- Project Summary Page
- Create Project
- Edit Project Info
- Configure Project
- Close Out Project
View and Manage the Project List
- Select Projects on the global navigation menu
- Use the search, sort, and filter options to refine the project list
- Select a project to view the project summary page
- Favorite a Project
- To tag favorite projects, select the star icon next to the Project No. Favorite projects will sort to the top of the log.
- To tag favorite projects, select the star icon next to the Project No. Favorite projects will sort to the top of the log.
Project Summary Page
The Project Summary page is a high-level overview of your project, with helpful information and widgets to give you insight into the health, KPIs, and progress of the project.
Page Widgets
Use the widgets on the Project Summary to see aspects of project information displayed in graph form.
Labor Hours and Labor Cost Widgets
View your Budgeted vs. Actual labor hours and labor costs using an up-to-date snapshot of your project.
- Original = Estimated hours and labor costs entered in Project Budgets
- COR = Hours and labor costs from Approved CORs
- Used/Committed = Used hours and costs as recorded in Daily Reports
- Remaining/Uncommitted = (Original + COR) - (Used OR Committed)
Create Project
From the project list:
- Select Add Project on the action button
- Choose a Project Status, then enter the Project Name and Project No.
- Fill in any of the optional fields as desired
- Select Save when finished
| Enter key project information, such as parking details or working hour limitations, in the Comments section. This information is visible to the project team under Mobile - Additional Project Info. |
Project Team Tab
To populate the Project Team Tab, Users, Crew Members, or Contacts must be previously entered into the system. Project Team details are visible in the mobile app. See Manage Projects on Mobile – eSUB Cloud 2.0
Edit Project Info
Project details may be edited at any point in time. To edit or add project details after the initial project setup:
From the project list:
- Select a Project
- Select Project Info under Settings on the slide-out menu
- Select Edit on the Action button
- Edit the Info and/or Project Team tab(s) as necessary
- Select Save when finished
Configure Project
Various project settings let you configure your project in more detail, to allow for better reporting and for an experience that is best suited to your project needs. Project settings will only affect the specific project that the changes are made on. Default settings for all of the projects in your company can be changed by an admin under the Company Settings menu.
See the Project Settings article for more guidance.
- Select Projects on the global navigation menu, then select a project from the list
- Select an option under Settings in the slide out menu
- Select a tab depending on the settings you wish to configure
- Select Edit on the action button and make changes
- Select Save when finished
Close Out Project
From the project list:
- Select a project from the project list, then under Settings select Project Info from the slide out menu
- Select Edit on the action button
- Select Complete in the Project Status field
- Select Save when finished
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