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- Projects
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.
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.
3. Clicking a project row opens the details for the selected project in a panel on the right.
4. You can consult the allocations, history, sales, and purchases associated with this project.
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.
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).
7. Click Clear Filters to remove them.