Searching for Projects
- Go to Projects > List all Projects. or select to view all open projects, or by project status.
- Use the filters to locate the project.
Use the icons next to the project to:
- Edit Project details, including name, completion date, status, manager
- View the job sheet - a list of the events, tasks and activities added to the project
- View the financial information - this displays your general ledger accounting entries (costs and revenue) associated with the project
- View the project overview, including notes, people, jobs and tasks
- Delete the project (project administrators only)
Projects Menu Bar
When you open a project a new Project menu bar is displayed. This allows you to navigate through the details of the project, any jobs, files uploaded, sales and purchases and any time logged (using Tickets).
