The project page

Project phases

Every project has a phase, shown as the colored Status (Статус) pill in the project page header and in the project list. The phase is kept separately for each company on the project: the same project can be in Execution for the investor and in Offer sent for a subcontractor that is still waiting for an answer. You never set the phase by hand in the screens; it moves by itself when offers, contracts and budgets move.

• An investor goes from Budgeting straight to Execution when it accepts a budget draft. The other five phases belong to the contractor's offering track.
• If your company answers several offer requests on the same project, the project shows the most advanced phase among them, in this order: Budgeting, Offering, Offer sent, Update requested, Contract proposal, Execution. Requests that were withdrawn, replaced or expired no longer count. CONTRACT DECLINED appears only when every request on the project was declined.
• Once a project is in Execution for your company, later offer events do not pull it back.
• There is no phase selector in the screens. The phase follows your actions: sending an offer, receiving a contract proposal, signing a contract or accepting a budget.

What each phase shows in the project sidebar

The project sidebar is built from the project phase, your company's role in the project and your permissions. An entry that does not apply to the phase or role is not shown. An entry that applies but needs a permission you lack, or a module your plan does not include, is shown locked with a padlock; opening it shows a page that explains whether a permission or the plan is missing.

In the table, "✓" means the entry is shown in that phase. Role "Contractor" includes general contractors and subcontractors.

• The permission names are those of the role editor and of the project team's Access level panel; see Permission reference.
• Drafts and Budget belong to the investor; Offers belongs to the contractor. The same user never sees Drafts and Offers side by side in one project.
• Contracting schedule is internal to the company that created the project. Other companies on the project never see it, not even locked. In some environments the module is not switched on; then the entry is missing for everyone. Work tasks and Meetings behave the same way.
• Above the groups, the project sidebar always has the Projects (Проекти) row, which returns to the project list, and the project chip with the project name, which switches to one of your six most recently opened projects or creates a new one.
• The work calendar is not in the sidebar. Open it with Work calendar (Работен календар) in the project page header; see Working days and holidays.

1. The Projects (Проекти) row and the project chip with the project name.
2. The main group: Home, Offers or Drafts, Financial dashboard, Outgoing bid requests.
3. The execution group: Contract with client or Budget, Contracts with contractors, Contracting schedule, Report Register, Construction schedule.
4. The support group: File manager, Work tasks, Meetings, Project team.

The project page layout

The project page has a header, a main column with key figures and cards, and a right column with Next steps, About the project and the File manager band. A card for a module you have no permission for is simply hidden, not locked.

Header

• The project logo or initials and the project name.
• A summary line: building type · address, city · GFA {n} m² (РЗП).
• When filled: Client (Възложител), Underground GFA (РЗП подземно), Country (Държава), Postal code (Пощенски код).
• On the right: the phase pill and the button Work calendar (Работен календар), shown in every phase.

Key figures (KPI tiles)

Cards in the main column

Next steps

The Next steps (Следващи стъпки) card starts with a banner for the most important action and continues with step rows. A step is hidden if you lack the permission of its module. Special banners win over the phase banner:

• You have a contract proposal (Имате предложение за договор), in Execution You have a contract change proposal (Имате предложение за промяна по договор): the BoQ name and the deadline, and the button Review the contract (Прегледай договора).
• Change-order draft in progress (Чернова на промяна по договор) with Continue editing (Продължи редакцията).
• You have a contract update request (Имате заявка за актуализация на договора) with Make a change (Направи промяна), which creates a change-order draft and opens it.

About the project and File manager

• About the project (За проекта): the address with postal code and country and a map you can pan and zoom; the Project team block with up to five avatars and "{names} and {count} more" (click it to open the project team); and Weather on site · this week (Времето на обекта · тази седмица), a seven-day forecast for the map pin. Without data: "No weather data".
• File manager (Файлов мениджър): how much space the project's files take and how many files there are, against your quota. Click the header to open the project's files. Needs File manager.

1. The header with the project name, the summary line and the Budgeting (Бюджетиране) pill.
2. The Work calendar (Работен календар) button.
3. The Drafts (Чернови) card with the budget drafts.
4. The Next steps (Следващи стъпки) banner and steps.
5. About the project (За проекта): map, team and weather.

1. The first tile: Contract with client (Договор с възложител) with Reported (Отчетено) for a contractor; for an investor, as here, the Budget (Бюджет) tile.
2. The Contracts with contractors (Договори с изпълнители) tile.
3. The Certified this month (Отчетено този месец) tile with the link to the financial dashboard.
4. The requests card: Incoming requests (Входящи запитвания) for a contractor; for an investor, as here, Outgoing requests (Изходящи запитвания) with replies and the lowest offer.
5. The Construction schedule (Строителен график) card with days left and elapsed time.
6. The execution steps in Next steps.

How to open a project and move around it

1. On the Projects page click the project row. The project page opens and becomes your selected project; it also moves to the top of your project list.
2. Use the project sidebar to open a module. Click Home (Начало) to come back to the project page.
3. To switch to another project, click the project chip at the top of the sidebar and choose one of your six most recently opened projects. The gear next to a project opens its details for editing.
4. Click Work calendar (Работен календар) in the header to set working days and holidays.
5. Click the Project team block in About the project to see and manage who works on the project.

When the project page does not open

Common questions

Related

• Project list and creating a project
• Project team and access
• Working days and holidays
• Budget, costs and reports
• The interface: sidebar, top bar, switching
• Permission reference