SampleWorking with projectsUpdated Aug 20, 20265 min read
Find contracts, files, and project messages
The portal keeps project context together so a contract, its files, and the conversation around it can be reviewed in one place.
01
Project overview
Start from the Projects view to see active engagements and the latest activity. Each project can expose a summary, people, status, and related work items.
02
Documents
Use the Files area for shared deliverables and contract documents. Keep file names descriptive and verify the project name before uploading a replacement.
03
Messages and audit history
Project messages provide the working conversation. Activity history helps distinguish a new upload, a status change, and a comment that needs a response.
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