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Understanding Projects in CoBuild Manager

In CoBuild Manager, a Project is a dedicated workspace where all financial records, team members, expenses, deposits, petty cash floats, and document files for a specific job or site are organized.
Project Dashboard Overview

Screenshot: Project Dashboard Overview

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Key Benefits of Using Projects

  1. Complete Data Isolation: Each project maintains its own isolated budget, deposit records, expense logs, and files. Financials for Project A never mix with Project B.
  2. Role-Based Access Control: Team members can be given different permissions in different projects. For example, a user can be a Project Manager on site 1 and a read-only Member on site 2.
  3. Real-Time Financial Tracking: Monitor project deposits, track outgoing expenses, and calculate net balance instantly.
  4. Centralized Communication: Collaborate with site engineers, contractors, and client representatives within the project context.