As the central launch pad for the ConstructionSuite system, the Today Summary tab gives you instant access to all of your company's recent and upcoming information. From projects to contacts to scheduled items and more, the Today Summary tab makes it easy for you to get the information you need.
Each time it is opened, the ConstructionSuite system will automatically show the Today Summary tab. You can customize the view by collapsing and expanding sections and by selecting which information columns you would like to view for each section.
Recent Projects lists all of the projects you have recently worked on. To learn more about using Projects, see About UDA Projects.
Create a new project by clicking the [add new] link.
Go to the Project Overview tab by clicking on a project name.
If there are more Projects than can be listed in this section, click the See All link at the bottom of the section to be taken to the appropriate tab in the ConstructionSuite system
Recent Contacts lists all of the contacts you have recently accessed in the ConstructionSuite system. To learn more about using Contacts, see About UDA Contacts.
Create a new contact by clicking the [add new] link.
Go to the Contact Summary tab by clicking on a project name.
If there are more Contacts than can be listed in this section, click the See All link at the bottom of the section to be taken to the appropriate tab in the ConstructionSuite system.
Recent Files lists the files you have accessed most recently.
Open a file by clicking on the file name.
If there are more Files than can be listed in this section, click the See All link at the bottom of the section to be taken to the appropriate tab in the ConstructionSuite system.
Activities (only available in Pro versions and above) shows a compiled list of your scheduled items and project subtasks. To learn more about Activities, see About ConstructionSuite Activities
Add a new Activity by clicking the [add new] link.
Edit an Activity by clicking on the activity entry.
Adjust the time frame for Activities listed on the Today Summary tab by clicking Tools > Options > Activities and To Do Options on the ConstructionSuite interface.
If there are more Activities than can be listed in this section, click the See All link at the bottom of the section to be taken to the appropriate tab in the ConstructionSuite system
To Do List (only available in Pro versions and above) shows a compiled list of your overdue and upcoming To Do List items, including those associated with specific projects or contacts.
Add a new To Do item by clicking the [add new] link.
Edit a To Do item by clicking on the entry.
Adjust the time frame for To Do List items shown on the Today Summary tab by clicking Tools > Options > Activities and To Do Options on the ConstructionSuite interface.
If there are more To Do items than can be listed in this section, click the See All link at the bottom of the section to be taken to the appropriate tab in the ConstructionSuite system.