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Project Information

Overview​

Project Information is part of the Projects module where you view and work with a project’s information in Compass. From a single project, you can open project tabs such as Overview and Project Details to see the project’s key information and related content.

How to access​

  1. Open a project from the Projects table.
  2. In the project, use the project tabs such as Overview and Project Details.

Key features​

  • View Project Details for a single project.
  • Use project tabs to navigate project content: Overview, Project Details, Tasks, Timesheets, Budgets, Travel, Notes, Contacts, Related Project, Surveys, Files, Dayrates, Billings, Expenses.
  • The Project Plan tab is disabled/under development and not currently available.

Field descriptions​

The following fields are available in the Projects module and appear in project views and tables:

  • Project Name: The name of the project.
  • Primary Target Completion Date: The project’s primary target date.
  • Stage: The project stage.
  • Status: The project status.
  • Risk Type: The project risk type.
  • Internal: Indicates whether the project is internal.
  • Private: Indicates whether the project is private.
  • Secondary Target Completion Date: The project’s secondary target date.
  • Primary Project Director: The primary project director.
  • Secondary Project Director: The secondary project director.
  • At Risk: Indicates whether the project is marked at risk.
  • Risk Adjusted Completion Date: The risk-adjusted date for the project.
  • Risk Notes: Notes related to project risk.
  • Project Health: The project health value.
  • Blueprint: The blueprint associated with the project.
  • Parent Project: The parent project relationship.
  • Tags: Project tags.
  • Created At / Updated At: When the project was created and last updated.
  • Created By / Updated By: The user who created and last updated the project.