🗓 Project Timeline
The Timeline view helps you track all deliverables and milestones in a new visual format.
How to Use:
View all project deliverables in order (e.g., Site Kickoff, LOI, Design Release).
Each item shows duration, owners, and status (Active, Pending Approval, Complete).
Click any deliverable to open its details, edit dates, or update status.
Deliverables are now color coordinated with their status (not started, on track, past due, etc).
✅ Tasks
Break down big milestones/deliverables into smaller to-dos.
How to Use:
Click “Add Task” under a deliverable.
Assign it to a team member or yourself and set a due date.
Check it off when complete.
Toggle “Show Completed Tasks” to view past progress.
💡 Pro Tip: Tasks can be assigned to different team members even within one deliverable!
📊 Project Progress Bar
See how far along your project is with a simple visual.
How to Use:
Located at the top of the project screen.
Updates automatically as deliverables are marked complete.
Helps you understand at a glance what percent of the project is done.
💬 Comments
Keep the conversation connected to your work.
How to Use:
Scroll to the bottom of any deliverable to leave a comment.
Use “@” to mention teammates and keep them in the loop.
All communication is timestamped and linked to that specific deliverable.
You can also include links or tag files in your comments!
📁 Files
All your drawings, permits, and approvals—organized.
How to Use:
Click “Add File” to upload PDFs, images, or DWGs to a deliverable.
Files are version-controlled (V1, V2, etc.).
You can view, download, and leave comments on each file.
Perfect for storing everything from inspection photos to revised site plans.
🧮 Schedule Management
Control the dates. Stay on track.
How to Use:
Click “Manage Schedule” inside any deliverable.
Update planned start/finish dates or actual completion dates.
System flags delays or early completions with color-coded alerts.
🎯 You’ll also see risk alerts (e.g., “At Risk?”) to help prevent surprises.
Need More Help?
Contact our support team directly via the “?” in your SiteRise dashboard, or visit support.siterise.com for more articles and tutorials.