Navigating a Join Project

Learn how to quickly navigate in Join

Project Sidebar

The project sidebar provides a live view of the project. The sidebar includes:

  • A project summary including name, active milestone, and the total size of the project (GSF/GSM)
  • The enabled units of measure are where you can toggle through to see your project cost in different metrics, display costs where you can change how the markups are represented, and the current project cost summary. Below the project cost summary is the Item status chart. 


    Navigation Bar

    Dashboard

    The Dashboard tab is a presentation layer that hosts three different charts that represent the Estimate, Items, and a combination of the two. These can be tailored to communicate specific portions of the project or look at the project as a whole from a higher-level view.

    Reports

    The Reports tab is where all the saved, shared, and built-in reports live. From here the reports can be shared through a URL link, opened in Join, or exported to PDFs and spreadsheets.

    Items

    The Items tab is where all cost management ideas are located. This list can be grouped, sorted, and filtered to generate focused reports that can be saved and shared.

    Milestones

    The Milestones tab is where the estimates, budgets, and milestone details are located. Store documents specific to individual milestones, set milestone metrics, and manage, import, and update estimates and budgets.

    Settings

    The Settings tab is where project details are interred, Custom Categorizations are created, and other project-wide settings are customized such as terminology, print headers, and email settings.

    Team

    The Team tab is where the project participants are managed. Set role permissions, assign/review roles, and send invitations to the team.

    New Item Button

    The + New Item button is always located in the top right corner of the app. Create a new Item to share with the team at any time by clicking the + New Item button and entering the relevant information.

    Support

    If questions arise while using the application, the Join Support team is just a click away. By clicking the Support button you can quickly see what's new in Join, visit the Success Hub, email Join support, or access a list of keyboard shortcuts.

    Notifications

    The Notifications  button is always located in the top right corner of the app. You can see notifications for the open project or across all of your projects.

    User Profile

    The user profile on the far right of the navigation bar can be used to edit your profile information or log out of Join.

    Note: If working on a full-screen report or estimate, the navigation bar at the top of the screen will disappear from view but can be accessed by selecting the Menu button in the upper left of the window. This will expand the project sidebar and provide a compact view of the navigation bar.