The Project Overview
The details entered for a project as well as any associated quotes or deliveries can be accessed on the Project Overview section. The Project Overview can be accessed by clicking on a project record either on the Dashboard, the Projects Page or in Search lists or by searching a Project number directly with the Quick Search in the header bar.
The Project Number is displayed at the top of the screen. This number is automatically generated by Flow concatenating the customer code specified in the profile with the date when the project was created and the number of project created on that specific date.
Underneath the project number you can see the current Status the project is in as well as the most recent update or any actions to be taken.
When opening the Project Overview some sections on the Project Overview form may be closed. Each individual section can be opened by using the downward arrow on the right-hand side of each section.
Click Edit project to modify the information displayed in the Project Overview. After making your edits save your modifications by clicking the Submit button at the bottom of the section.
From the Project Overview you can also download the source files you uploaded, view and accept quotes, cancel a project or retrieve delivered files and submit feedback.