Projects and work
Customize the tabs in your project workspace
Reorder or hide project sections while retaining required tabs and newly shipped destinations. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Company admin.
- Company-admin access
- an accessible project
- modules enabled for their tabs.
Open a project (#/sites/:id/v2) → Project Navigation gear
Customize the tabs in your project workspace
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Open the workspace
In JobBuddy, go to Open a project (#/sites/:id/v2) → Project Navigation gear.
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Confirm access and starting state
Company-admin access; an accessible project; modules enabled for their tabs.
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Complete the main setup
Review current candidate tabs: Details, Locations, Quantities & Takeoffs, Work Items, Schedule, Photos, Documents, Notes, Forms, Customers, Activity, Estimates, Budgets, Expenses, Invoices, Payments, Permissions, Reports.
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Review the important choices
Review visible versus permission-gated and company default behavior.
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Verify the result
Reorder or hide project sections while retaining required tabs and newly shipped destinations.
Expected result: Reorder or hide project sections while retaining required tabs and newly shipped destinations.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Company-admin access; an accessible project; modules enabled for their tabs.
The result is incomplete or unexpected.
Navigation configuration is company-wide, the Details tab is fixed, module/permission gates still apply, and newly introduced tabs must remain discoverable.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Reorder or hide project sections while retaining required tabs and newly shipped destinations.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.