The Project Details page gives you a complete overview of your project status, progress, customer information, and access to the Customer Dashboard, which is a key communication and tracking tool for your clients.

Project Summary

At the top of the page, you’ll find essential project information:

Project Number & Name

Customer Name

Project Status (Open, On Hold, Closed)

Project Progress Bars

Production Progress

Shipping Progress

Project Profile (Scope of Work, Location, Surface Area, etc.)

This section provides a quick, visual understanding of how the project is progressing across all phases.

Progress Tracking

Production Progress

Shows the percentage of items completed in manufacturing.

Shipping Progress

Indicates how many items have been shipped or are ready to ship.

These metrics offer instant insight into bottlenecks and overall schedule alignment.

Contact Information

Displays the main customer contact details:

Customer Name

Sales Representative

Phone Number

Email

This ensures all team members can quickly access communication details when needed.

Customer Dashboard (VERY IMPORTANT)

The Customer Dashboard is one of the most powerful tools in Fabritec.
It allows your customer to track the project in real time without needing access to the internal system.

Why the Customer Dashboard is Important?

Full Transparency: Customers can track progress anytime—production status, shipping updates, and more.

Reduces Calls & Emails: Eliminates repeated manual updates.

Improves Customer Satisfaction: Provides a professional, modern customer experience.

Secure Access: Each project has a unique dashboard link and one-time access password.

🔐 Dashboard Access Credentials

Dashboard URL

A unique link generated for the customer to access their live dashboard.

Access Password

A system-generated password required to log in securely.
The customer cannot open the dashboard without this password.

Both fields include a Copy button for easy sharing.

✏️ Editing Project Details

Click Edit Project to modify:

Project Name

Customer Name

Sales Name

Customer Contact Info

Scope of Work

Address

Surface Area

Additional Description

Changes update instantly across all connected pages and dashboards.

⭐ Best Practices

As soon as the project is created, send the Dashboard URL and Access Password to your customer.

Keep Project Details Updated

Accurate project info ensures the customer dashboard always reflects true progress.

Use Descriptions Wisely

Add helpful notes in the description field for internal teams or customer visibility.

Ensure Progress Is Synced

Production and shipping activities must be updated regularly so that the customer dashboard matches real project status.

Only share dashboard access details with authorized customer representatives.

Manage revisions, drawings, and item releases

Follow item progress through production stages

Approve or reject items after inspection

Monitor yard entry and dispatch readiness

Create delivery dispatches and packing lists

Details

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Project Summary#

Progress Tracking#

Production Progress#

Shipping Progress#

Contact Information#

Customer Dashboard (VERY IMPORTANT)#

Why the Customer Dashboard is Important?#

🔐 Dashboard Access Credentials#

Dashboard URL#

Access Password#

✏️ Editing Project Details#

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⭐ Best Practices#

Share the Customer Dashboard Immediately#

Keep Project Details Updated#

Use Descriptions Wisely#

Ensure Progress Is Synced#

Secure Sharing#

🔗 Related Pages#