How to Access and filter Projects?

Left menu > Projects


1. Upon successful login, click Projects from the left navigation bar. Doing so takes you to the Projects grid.

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2. Here, all the existing projects are listed with data tabulated via various columns that include Project, Client, Members, Due Date, To be Invoiced, Invoiced, and Access.

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3. Clicking a project row opens the details for the selected project in a panel on the right.  
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4. You can consult the allocations, history, sales, and purchases associated with this project.

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5. To locate a specific project, click on the filter icon located in the upper right corner of the table. This will reveal the available filters.

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6. Using these filters, you can refine the table data based on a specific keyword, client, status, Creation Date (using the "From" and "To" date selectors), and Due Date (using the "From" and "To" date selectors).

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7. Click Clear Filters to remove them.

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