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Pegasus Basics: Navigation

New to Pegasus? Learn the basic layout and navigation in Pegasus from the My Projects page.

Updated over a week ago

Get where you need to go to by understanding the site layout and navigation in Pegasus.

My Projects page

The My Projects page is the first page you will see after logging into Pegasus. The My Projects page is divided into two areas:

My Projects page in Pegasus

Projects section

All projects assigned to you are displayed in the projects section. Select a project card to open that project. Projects within the project card to open it.

Projects are grouped by organizations who own and configured the project in Pegasus.

Select the New Project button to create a new project.

Use the Search Bar to search for projects available to you.

You can view your projects as thumbnails or in a list view by using the grey List and Grid button located to the right of the Search Bar.

Use the tabs above the main pane to display projects that are Active, Archived, or moved to Trash.

Tool Bar

The Tool Bar is the white menu bar located at the top of the page and is always visible in Pegasus.

The ? icon to navigate to the Pegasus Help Center for help articles, usage tips and troubleshooting guides.

The Bell icon displays information about Pegasus product news & updates.

The Inbox icon to navigate to your account's Inbox page where all of your projects' action items are available.

Select the drop menu displaying your name to navigate to the following:

My Profile: View your profile to update profile contact information, view projects, and/or change your password.

Admin Console: Manage users, billing, organization settings and much more.

Log Out: Log out of Pegasus, returning you to the Login page.

TIP: Selecting the Pegasus logo at the top left corner of the tool bar will always return you to the My Projects page.

Project Navigation

Select a project from the My Projects home page.

Selecting a project will always brings you to that Project's Dashboard page. Use the navigation menu on the left side to view different pages/features in your project. The project navigation menu contains the following pages:

NOTE: Project navigation menus may vary depending on organization plans, add-ons, and permission sets.

My Projects: This will return you to your My Projects page in Pegasus where all your projects are stored and organized.

Dashboard: The Dashboard page is the landing page for the project selected. You can see project details, contacts or users who have access to this project, milestones or important project dates on a timeline, and the Project Calendar which displays all project data created in a calendar view.

Contracts: Awarded contract and commitment information such as total contract amount and item breakdowns, time limits, funding sources, job sites and more.

Field Reports: Manage and create field reports including Daily Construction Reports, T&M Reports, Journal Reports, and any other templates available to your project.

Payments: Manage and create Pay Applications and Estimate Worksheets for your Prime Contract and Commitments.

Change Orders: Manage and create Change Orders for your project's Prime Contract and Commitments.

Tasks: Create punch lists, task lists, or anything else you can think of! Manage and assign tasks to yourself or project members.

Documents: Organize and store your project and contract documents: create folders, upload files, and collaborate with viewing and annotation tools.

Photos: Project photo gallery containing photos and videos uploaded to this page or attached project records such as field reports.

Analytics: Generate reports to monitor project, contract, user, and material performance. Visualize data with graphical information.

Project Settings: Manage project information, users & permissions, notifications, and other settings at the project level.


๐Ÿ’กTip

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