Join User Interface Glossary

The project thumbnail is an uploaded image file to help personalize the project.

The project name is the name of the project and can be changed on the settings page

The milestone that is currently active. All costs shown on reports reflect the active milestone. Active milestone is set on the milestone detail page.

The total size of the project, which though you can see rolled up cost (e.g., $600/gsf

View project cost via units of measure to track and use to display unit costs (e.g., $/GSF, $/key)

Allocated all markups pro-rata, Do not allocate markups, Markups are not displayed or included in totals

Summarized view of key cost indicators on the project. This includes Estimate, Running Total, and Budget.

The cost impact of Items grouped by status or categorization. The hyperlink redirects to a filtered Item List

The project navigation bar navigates you to the project's respective pages.

Launches New Item window so you can create new Items in the project

The notification bell contains important notifications related to Item comments, @ mentions, assignments, etc.

The help menu contains What's new in Join, Contact Support email, Help Center, and Keyboard shortcuts

The profile menu contains the profile edit menu, where you can change your profile picture, name, and title. The button also contains the logout button.

My Reports shows all the reports that you've created in the project. They can be private to you or shared with others

Shared With Me reports show all the reports created by other users that are viewable by all project collaborators

Built-In reports are all the reports available to you out of the box. These are not editable, but you can make and customize a copy.

The options button allows you to edit or delete your reports. This is greyed out on reports you cannot edit or delete.

This button downloads the report to Excel file format. If the button is greyed out, the report is not downloadable in Excel file format.

This button prints the report to paper and exports the file to PDF file format.

This button launches the live view of the report in Join.

This button copies the hyperlink to the live view of the report to your clipboard for pasting somewhere else.

This button launches the Variance Report wizard to generate a new Variance Report.

View toggles the Item list to a cozy view and compact view. The cozy view shows more Item details, but fewer Items are visible on the page. The compact view shows fewer Item details but more Items on the visible page.

This drop-down menu allows you to view items from other milestones or all milestones.

This drop-down menu allows you to filter the Item List to Items associated with Meetings.

This hyperlink redirects you to the Milestone Summary Report.

This field allows you to search for items with keywords.

This drop-down menu allows you to group the Item List by Status, Visibility, Meeting, Assignee, Creator, and Categories.

This drop-down menu allows you to group the Item List by Item Number, Status, Creator, Creation Time, Due date, Last Updated, Cost Impact, Magnitude, and Categories.

This button allows you to expand and collapse Item Groupings and Item Options.

The Item Checkboxes allow you to select multiple Items at once to edit the item's Status, Meeting, Assignee, and Categories.

The Item List Filter Button allows you to filter the Item List by Item with Options, Status, Visibility, Meeting, assignment, Creator, and Category.

The reports button allows you to create a new report of the current view or switch to a previously saved report

This button prints the report to paper and exports the file to PDF and Excel file format. You can also print the list and details without changing history, print the list and details with a change in history

The Item Status toggle button allows you to change the status of the Item on the Item List.

The Item Sidebar button expands and collapses an Item Sidebar for quick viewing of an Item without leaving the Item List page. This button is also available on the Milestone Summary Report.

The Milestone Detail hyperlink navigates you to the Milestone Detail Page.

The Item List hyperlink navigates you to the Item List.

The Milestone Report hyperlink launches the Milestone Summary Report.

The New Milestone Button allows you to create new Milestone in the project.

The Variance Report hyperlink launches the Variance Report wizard report creator.

The Milestone Flag indicates which Milestone is currently active. A solid blue flag indicated a Milestone is active. A blue outline flag indicated the milestone is not active. Only one Milestone can be active.

The Project info section of the Settings page allows you to modify the Project Name, Project Status, Project Type, Project Location, Project Currency, Project Shortname, Description, and Project Thumbnail.

These are available throughout the project. Use them to classify costs in milestone estimates and to classify items.

Choose which units of measure to track and use to display unit costs (e.g., $/GSF, $/key)

This controls the default column structure setup when a new item is created. Add or delete columns that you would like to see in the item estimate by default. Updates will only affect the setup of new items, not existing items.

Stay informed on activity in Join by customizing your own email and browser notifications

Customize the header that appears on the project dashboard and at the top of print reports

Customize the cost display numbers for all cost summaries

Customize the terminology used across Join.

The Teammates/Companies Toggle allows you to view all users and all companies on the project.

Teammate Toles Toggle buttons allow you to filter the list to only the selected role.

The See Roles button allows your to view all Roles on the project and modify their permissions. The Roles Page has six default roles (Admin, Design Team, GC, Sub, Owner). These roles permissions can be modified and renamed. The Preview Role button allows you to view the project through the eyes of the selected role.

This button launches the teammate invitation window where you can select a role, add an email and add message.

This field allows you to search for teammates on the list

This drop-down menu allows you to change a teammates role.

The options button allows you to remove the teammate, preview their role or resend them the project invite.

If you want to limit access for a teammate to 8 a specific trade(s), you can set that here. Click the "view roles" button to see more detail or to enable/disable trade permissions.