The Today Summary tab is engineered to be the central control panel from which you manage all of your company's processes. Hosting all Recent Projects, Contacts, and Files, the Today Summary tab also lists overdue, ongoing, and upcoming Activities and To Dos (Activities and To Dos are available in Pro versions and above) along with a Financial Graph.
ConstructionSuite automatically opens to the Today page. To get back to this page from any screen, select Today in the left toolbar.
Designed to meet your individual company needs, the ConstructionSuite system offers multiple options for customizing the information you view each time you access the Today Summary tab. You can collapse and expand sections and select which information you would like to view.
The following sections can be viewed from the Today Summary tab: Recent Projects, Recent Contacts, Recent Files, Financial Graph, Activities, and the To Do List. (Activities and To Do List are included in Pro versions and above.)
The default view will show Recent Projects, Activities, To Do List, and the Financial Graph. To view Recent Contacts and Recent Files instead of the Financial Graph, click on the Financial Graph Icon in the top right of the Today Summary screen.
To collapse a section in the view, click the arrows on the right side of the section header. The section will be minimized and moved to a location that allows the maximization of other sections on the tab.
To expand a section that has been minimized, click the arrows on the collapsed section header. The section will be maximized again.
To expand the sidebar, click on the left edge of the sidebar and drag it to the left. You will be able to view more information, including more Quick Links and two months of the Mini Calendar.
To collapse the sidebar completely, click on the left side of the column and move your mouse all the way to the right side of the interface.
& NOTE: You can also expand/collapse sections by clicking on the section header. However, the titles of each section (for example, "Recent Projects") are hyperlinked and will take you to that tab in the ConstructionSuite system. You must click in a blank part of the section header to expand or collapse it in the view.
For each section on the Today Summary tab (Recent Projects, Recent Contacts, Recent Files, Activities, and the To Do List), there are default columns that provide information about each section. For example, Recent Projects shows the Project Name and Status. You can add and remove columns in each section to customize it for your management needs. For details about viewing columns on the Today Summary tab, see Quick Reference for the Today Summary Tab.
To add columns to a section, right-click on the column headers (such as Project Name for Recent Projects) and click on a column name in the list. The new column will be added to that section.
To remove columns from a section, right-click on the column header (such as Project Name for Recent Projects) and de-select a column name from the list. The column will be removed.
Recent Projects: The default columns are Project Name and Status. You can also view Number, Type, Estimated Value, Actual Value, Start Date, End Date, Duration, Client, Address, City, State, Postal Code, Country, and Group.
Recent Contacts: The default columns are Contact Name (file as) and Telephone Number. You can also view First Name, Last Name, Quality, Company, Fax, Email, Address, City, State, Postal Code, Country, Lead, Lead Quality, Lead Expires, Lead Value, Lead Referral, Lead Source, and Group.
Recent Files: The default columns are File Name and File Type. You can also view Project Name, Project Number, File Size, and Date Modified.
Activities: The default columns are Subject and Start Date. You can also view Start Time, End Date, End Time, % Complete, Contact, Project, Project Number, and Priority.
To Do List: The default columns are Subject and Due Date. You can also view Completed, % Complete, Contact, Project, and Project Number.
& NOTE: Depending on your version, you may not be able to view all of the following information. Consult the ConstructionSuite Specialized Versions listing in this help documentation to see what features and components are included in your version.