The Project Portfolio Console

The project portfolio console is the central hub for accessing the projects under your management. It additionally provides a comprehensive overview of statistics pertaining to different aspects of your ongoing projects and enables quick access to project-level management modules.

• The 'Action Center' screen opens by default for users with the project management function as the primary role, on their login.

The menu items at the top provide access to various modules for project portfolio management. 

The availability of the menu items on the top depends on the permissions included in the role(s) assigned to you by your company admin. The following list covers all possible menus:

• Company - View company-level information like the list of employees, company-level task code list, etc. See Company Information for more details.
• Projects - Open your ongoing projects, create new projects, join to collaborate on other company's projects, and more. You can also create and manage master projects, which collectively manage several interconnected, interrelated, or sequential entities as sub-projects. See the following sections to learn more: 
  • Create a new project
  • Access your projects
  • Accept invitations to collaborate on a project
  • View project locations
  • Master Project
  • Notification Preferences
• Safety - Access a centralized list of all Toolbox Talks scheduled across your projects. Browse the standard library to easily create and schedule new events for any site. See View and Manage Toolbox Talks Library for more details.
• Analytics- Have holistic statistics and status of project documentation items like the RFIs and Submittals, Schedule, Punchlist and safety dashboards on all your managed projects.
• Integrations - Access a staging platform to seamlessly sync and integrate data from the projects you manage with external ERP systems, such as QuickBooks Online (QBO).
• Configure -Create and manage custom PDF templates for all downloadable project documents, including RFIs, submittals, invoices, change orders, checklists, etc.,.

The perpetual buttons on the top right of the interface allow you to view the notifications, update your user profile and settings, open the online user guide, open your projects, and log out.

	-	Opens the notifications widget to view the messages auto-generated by Linarc for various activities on the project, that require your attention. The number of new/unread notifications is indicated beside the bell icon. See View Notifications for more details.
	-	Opens the support chat window to connect with a representative for quick, 24/7 assistance from our dedicated support team.
	-	Opens the in-app help widget with the online help page relevant to the interface you are in. The widget contains shortcuts to access our full knowledge base to get help on any task.
	-	View the latest announcements from Linarc. Stay informed with our latest updates as we continually enhance the platform to meet your evolving needs.  The number of new/unread announcements is indicated beside the speaker icon.
	-	Your user icon with profile picture or initials. Click the icon to update your profile and log out of the console.