Open proposals
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Active projects
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Billed YTD
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Outstanding invoices
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Upcoming Deliverables next 14 days
Project type split YTD billed
Total proposals YTD
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Awarded
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Pending decision
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Total fee proposed
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All proposals
| Proposal | Client | Type | PM ↕ | Mechanical ↕ | Electrical ↕ | Plumbing ↕ | Fee | Submitted | Status |
|---|
On Hold
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Proposals
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Active
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Bidding
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CA
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Completed
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List
Board
Calendar
| Project | Type | PM ↕ | Mechanical ↕ | Electrical ↕ | Plumbing ↕ | Architect / Client ↕ | Contract | Progress | Phase | Next Milestone | Status |
|---|
Complete
| Project | Type | PM | Mechanical | Electrical | Plumbing | Contract | End Date |
|---|
Bidding
| Project | Type | PM | Mechanical | Electrical | Plumbing | Contract | Phase | Next Milestone |
|---|
Construction Admin.
| Project | Type | PM | Mechanical | Electrical | Plumbing | Contract | Phase | Next Milestone |
|---|
DCO
| Project | Type | PM | Mechanical | Electrical | Plumbing | Contract | Phase | Next Milestone |
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On Hold
| Project | Type | PM | Mechanical | Electrical | Plumbing | Contract | Phase | Next Milestone |
|---|
Total invoiced
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Paid
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Outstanding
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Overdue
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Invoices
Project / Description
PM ↕
Amount
Issued ↕
Due ↕
Status ↕
Engineers
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Avg hours/week
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Over capacity
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Available capacity
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Estimated hrs/week per designer by month
Billed YTD
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Projected full year
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Top project
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Avg project value
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Monthly billing actual vs projected
BilledProjected
Revenue by type monthly trend
Design-BuildFull Spec
Revenue by project
Team members
Settings
Firm info
Access & Invites
Generate a one-time invite link and share it however you like — text, Slack, email. The recipient clicks the link and creates their own username and password.
Generate Invite Link
Pending Invites
No pending invites
QuickBooks Online
Connect to QuickBooks Online to push invoices directly from ATP_ProjectDatabase. Requires an app registered at developer.intuit.com.
Setup steps: 1) Create an app at developer.intuit.com → 2) Add your Redirect URI → 3) Paste Client ID & Secret above → 4) Click Connect to authorize via QuickBooks OAuth.