Corporate Summary

The Corporate Summary is a great place to see an overview of data for a single project or projects and bids in all stages (won, lost, open, and closed). 

To view the Corporate Summary go to Start > Corporate Management > Corporate > Summary:

Search Box

Project

Select a specific Project or the status of the Projects to which you wish to limit the corporate summary display.

Click the Search For... button to view the corporate summary display for the selected Project or status.

Contract

Displays the composite summary of the Contract for the selected Projects.

Daily Reports

Displays the composite summary of Daily Reports for the selected Projects.

Requests For Information

Displays the composite summary of Requests For Information for the selected Projects.

Change Order Requests

Displays the composite summary of Change Order Requests for the selected Projects.

Submittals

Displays the composite summary of Submittals for the selected Projects.

Purchase Orders

Displays the composite summary of Purchase Orders for the selected Projects.

Notes

• Projects marked as training Projects on the Add Project and Edit Project pages are not included in the Corporate Management results.