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Company Overview in Ressio
Discover how to efficiently manage all your projects using the Company Overview feature in Ressio.
See how to review project stages, monitor approval items, and keep track of upcoming tasks in one central location. This guide shows the workflow, tools, and navigation to get the most out of the Company Overview.
Why It’s Useful
The Company Overview provides:
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A single place to monitor project progress
- Organize by project stage
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Immediate visibility into overdue approvals
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A heads-up on what’s coming next
This makes it easier to prioritize work and keep projects on track.
Table of Contents
Navigation and Layout
On the left hand panel, on the top you will find the 'Company overview' tab. On the landing page, it displays all projects, organized by their current stages for immediate access and status review.
Projects are listed in the middle, overdue approvals on the top right and underneath the overdue approvals is what events are coming up on all projects.
As seen on every page, you will also see in the far top right, where you can find support, the help center, the finer, messages and recent activity.
Project List
- Broken down by current stage of either Active, Prospect, Warranty or Template.
- The file box is where you can archive projects
- By clicking on the + sign you can add a project from this page.
Browse the project list and select any project for detailed tasks and information.
💡You can make any of your projects a Template when you change the stage. All templates will "live" in template section and will be appear at the top of the list when searching for projects or inserting a template for your estimate.
From this page, you can create a new project, applying the stage or click into each project from here and change the stage at anytime.
Project Progress
Each project will display the project title, address (if added), and dates of the projects. Underneath will be a status bar will reflects scheduled tasks completed.
On the right hand side of the project tile, you will see alerts.
- The 🔔 icon show unread activity
- Message icon will show any unread messages
- Clicking on each icon will bring you to that corresponding page
🚨 Red icon lets you know there are some overdue approval items. Clicking on the red icon will bring you to the project's approvals tab.
Overdue Approvals
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Red icons highlight overdue approval items on a project.
- In addition to project-specific approvals, you can view all overdue approval items across jobs.
- You can click on the arrow to expand and see all items, their type and the due date.
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Types of overdue items can include:
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Bid Requests
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Selections
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Proposals
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💡Clicking directly on a proposal, selection or bid request will bring you directly to that page so you can address the overdue item.
Coming Up Section
The 'Coming Up' section shows all upcoming schedule tasks across all projects.
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Each task is labeled with a title in green with the project name (in light gray text) so you can quickly identify where it belongs.
- All tasks are listed by date.
- When you click on a task or event, you will be brought to that specific project and page.
🎓 To see and learn more on company settings, go to Navigating Company Settings.
If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!