Summary is the default view when a project is opened in the design.efficiently application. This view displays projects details, a brief overview, and quick links to key project components (plans, schedules, and books). It also displays recently created documents at the bottom of the page. This article will help you to navigate through the Summary tab.
Topics covered in this article:
Title Bar
The Title Bar is located at the top of the Summary tab, which provides access to the User Profile, along with Projects, Catalog, Accounts & Contacts, Admin Console (for the org's administrators), and History.
The Projects tab will navigate to a complete list of Projects for the org.
Click the Catalog tab to view the design.efficiently catalog of items.
Accounts & Contacts can be used to store important accounts and contact information.
The Admin Console includes office information(including users and office locations), book themes, an image library, and org settings for the application.
The History tab contains the most recently viewed Projects.
To access personal account information, provide account access to the design.efficiently support team, define individual user settings, or access billing details, the User Profile is located within the user's initial icon.
Menu Bar
Just below the Title Bar is the Menu Bar, which contains project level information.
The Project name of the current Project that you are working on is displayed on the left.
Tabs in the center allow you to navigate to different components of the project.
Summary displays the project quick links and brief overview of the project.
Plans contains plan management functions for the project.
Schedules allow you to create a single schedule displayed in two different views, making it easy to filter and view by the Room and Space on the plan (e.g. Kitchen Island), or by the Division (e.g. Finishes, Lighting, Plumbing, etc).
Item IDs displays the summary of Items (design selections) added to a project.
Books allows you to create design books (client presentations) and a variety of schedule books (including installation books and procurement books).
Images allows you to store any Project images, as well as access Org images.
Documents displays all project documents that have been generated and are available for download.
Project settings allows you to edit the default settings of that Project.
Project Details
Project Details displays the current project number and project name, address and the type of the project.
Project number is in reference to the number of projects created in your Org (the above example was the 2nd project created in this org) and Project name is the name of the Project.
Project address is the address given for your current project.
Project type displays the type of project (e.g. New Build, Remodel, etc.).
Note: Click into the Project Details to edit.
Quick Links
The Quick Links sections provides links and summary details for the major modules of the project.
CONSTRUCTION & DESIGN SETS displays the number of plan pages uploaded.
ROOM & SPACE SCHEDULE displays the number of Rooms/Spaces created on the schedule.
ITEM SCHEDULE displays the number of Item IDs created on the schedule.
DESIGN & INSTALLATION BOOKS displays the total number of books that have been created.
Note: Click the Tutorials button under each box to watch related how-to videos. If you haven't already, we recommend taking some time to review the Founder Series.
Recent Documents
View the recently created PDF documents for the current project.
