Admin Overview

The Admin Overview is an admin-only area of Part3 that gives you a bird's eye view of all tasks across your organization! It's designed for admin users (like firm principals and office managers) who want visibility into what's outstanding across their team and projects without having to open each one individually.

How to Access

Step 1: To get started, you'll need to make sure you have the admin role at your organization. Here's how to check:

1. Select the menu in the top left navigation
2. Choose your organization from the bottom of the list
3. Head to the People tab once you're in your organization settings
4. Find your name in the list. Your current role will be displayed right next to it! You need the admin role to access this area of the platform.

Step 2: Access the Admin Overview

Now that you've confirmed your access, it's time to explore the Admin Overview area! Here's how to get there:

1. Click the Part3 logo in the top navigation bar
2. Select Admin Overview from the menu

Once you're in, you'll notice the Admin Restricted View badge in the top right corner. This lets you know you're in the right place and viewing admin only content!

The Three Views

Once you're in the Admin Overview, you'll see a Tasks section with three ways to slice your data.

1. View by Team Member

Select any person in your organization from the dropdown to get a clear picture of their current workload across all of their active Part3 projects.

The results will display a table showing:

• Project Name – every project they're currently on
• Total Tasks – their full task count across each project
• Coming Due Soon – tasks that are approaching their deadline
• Past Due – tasks that have already missed their due date

This is a great way to check in on a team member's workload or catch overdue items before they become a bigger issue!

2. View by Project

Select a specific project from the dropdown to see tasks for all team members on that project in one place.

This is perfect for getting a quick pulse on how active a project is and spotting anything that might be falling behind before it becomes an issue!

3. View by Document Type

Filter across all team members and projects by a specific document type to get a firm wide view of where things stand.

The available document types include:

• Site Instruction
• Bulletin
• Proposed Change
• Change Directive
• Change Order
• Submittal
• RFI
• Report
• Minutes

This is especially handy if you want to check the status of all Submittals or RFIs across your entire organization at a glance!

Reading the results

Each view returns a table with the following columns:

• Project Name – the project you're viewing
• Total Tasks – the full count of outstanding tasks
• Coming Due – tasks that are approaching their deadline
• Past Due – tasks that have already missed their due date

Having all of this information in one place is a real game changer for staying on top of your organization's workload.