Pipeline
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Open leads by project manager
Excludes won, lost and passed. Segments show priority.
Needs immediate response
In progress — prioritize
No action — follow up may be needed
|
Property / scope |
PM |
Stage |
Project type |
Created |
Age |
Latest note |
No leads match those filters.
| Property / scope | PM | Outcome | Reason |
Closed | Approved by | Notes |
|
Nothing closed out yet. Leads arrive here once a manager approves a Lost or Pass.
Estimating
The estimating tools, and the price list they all read from.
Projects
| Project ID | Property / scope | PM |
Awarded | Contract | Change orders |
No projects yet. Mark a lead Won, then award it to create its Project ID.
Project management tools
Modules that hang off a project once it's won.
General
Your account, the data behind the pipeline, and everything built so far.
All programs
Everything built for KPS so far.
Access.