Getting Started
Select your name from the dropdown and click Enter. Your workspace loads automatically
based on your role. If you have multiple roles, use the Open workspace as dropdown in the
sidebar to switch between them.
Roles
- Project Manager (PM) — Full access to your assigned projects. Add and edit project
details, manage schedules, log India Work, and review staff schedule changes.
- US Staff — View your assigned projects and schedules, update deliverable dates and
completion, and log India Work hours.
- India Staff — View India Work assigned to you across all projects.
- Admin — System-wide access. Add new projects, manage the People list, and edit any
project.
Dashboard
- My Projects — Cards for each of your assigned projects showing current deliverable, due
dates, % complete, and India Work. Click a card to go to that project's schedule.
- Current Deliverables — Everything due in the next 14 days. Click a card to jump to that
project's schedule.
- 2-Month Look Ahead — Upcoming deliverables in the next 60 days. Also clickable.
- Staff Updates (PM only) — Log of schedule changes made by your US Staff.
Accept to clear, or Revert to undo.
Project Schedule & Details
Select any project from the dropdown to view its schedule. The schedule is broken into phases with
deliverable milestones inside each phase. Click a project number anywhere in the app to jump directly to
that project's schedule.
- Project Start Date — Set the project start date at the top of the schedule. Used for
resource planning.
- Due Date — Set when each deliverable is due. Work day durations calculate
automatically.
- Complete? — Check when a deliverable is done. % complete rolls up automatically.
- Current Phase — Check the Current box on a phase row to mark it as the active
phase. This is what shows in the Team Dashboard and CA Dashboard.
- Edit task names — Click directly on any deliverable name to edit it inline.
- Project Details tab — Edit project info including portfolio, staffing, CA dates,
contract details, fees, and notes.
Team Dashboard
- All Projects — Searchable, sortable table of every project. Click Edit to update
fields inline. Use the staff filter to narrow by assigned employee. Export to CSV with the Export
button.
- Current Deliverables / 2-Month Look Ahead — Team-wide deliverable views.
- Resource Planning — Gantt chart showing Design and CA timelines for all projects.
- Contracts — Edit contract details (client, signed status, notes) for any project.
CA Dashboard
Shows all projects currently in Construction Administration, driven by the CA Start and CA End dates set in
Project Details. Use the staff filter to narrow by assigned employee.
- All CA — Full table of active CA projects.
- Current Deliverables — CA items due in the next 14 days.
- 2-Month / 6-Month Look Ahead — Upcoming CA deliverables.
Current India Work
A consolidated view of all active India Work items across every project, visible to all roles.
New Project Intake
PM and Admin only. Fill in the project details and submit to add a new project to the system. The
project appears immediately in all views.
Questions or Issues?
Reach out to Brett Suhr — Brett.J.Suhr@imegcorp.com
