Concept1 min read
Everything on and around a project
A project is one screen with tabs rather than many pages; the project tabs topic lists them and what each one holds.
Some project work has its own screen rather than a tab: ordering a measurement report from a provider, the quote flow, and the AI estimate (the project's AI Estimate page). Opening any of it takes View on Projects, and location scoping applies on top: a user only sees projects at locations they are attached to.
Who can do this
Access in Trussi is a capability granted to a role. If one of these is missing from your role, an account admin can grant it; see roles, permissions and why something is hidden.
- View on Projects
Was this article helpful?
Related articles
- The tabs on a projectA project page groups its tabs into three sections.
- Checklists on a projectHow the Checklists tab works, the three checklist modes, and where an account builds its checklist templates.
- Create a projectStart a new job from the Projects screen: pick the location and customer, enter the address, and choose the lead source and job type.
- Leads versus projectsA lead is not a separate record. It is a project on the lead stage of your pipeline, which is why the history never splits.