The Project Page is the virtual collaboration space for managing an individual retail or commercial tenancy delivery. A project has one workflow, which is defined by the template chosen during project creation. Project pages contain document libraries for the management of all documents relating to a delivery. Projects also include communication tools to collaborate with the people working together on the delivery.
The project view page has three main elements: the header card, the tabbed workspace and the sidebar.
- Share: share project to provide read-only permissions to a TCP user who is not a project team member.
- Currently Tracking Against: Displays the name of the most imminent phase, which the dates and indicator are reflective of.
- Due: the hard due date that was set for that phase to be complete during the project creation
- Projected: the date that is predicted for that phase to be completed based on how many tasks are complete/open/overdue and the number of days assigned to those tasks
- Indicator: asdf
- Workflow Visual: a horizontal workflow graphic showing a visual representation of your workflow phases, with milestone diamond symbols indicating milestone phases.
- Phases: workflow segments with lists of tasks.
- Tasks: individual pieces of work in a project. Task permissions are indicated individually on tasks in the list. If you have permissions for a task, you will see a ‘to’ label if your role is responsible for the task, or a ‘cc’ label if you are copied to a task. If you don’t have permissions for that task, you will not be able to click on it or see any related documents
- Phase Completeness
- Template Used
- Deadlines: Shows the name of each phase that has been marked as a milestone, and lists how many days to deadline along with the deadline date.
- Location details
The document management system in the documents tab organises your project documents into folders by phase and task.
The team members tab lists all users who have been assigned to roles on a project. This screen contains information like phone number and email address. You can invite more team members to a project by hitting the ‘+add’ button and filling out the form on the modal screen. By inviting a user into a particular role, they will be assigned as responsible for tasks designated to that role in the workflow.
The permissions card shows the list of team members who have access to this resource (in this case, the project) and exactly which permissions each team member has.
This card shows a list of help articles relevant to the project page, which clicks through to the knowledgebase.