Project - Accessing

Suggested Prior Reading

Projects - Overview

Projects List - Accessing

Projects List - Layout

Accessing the Information about a Project

To access all the information about a Project,

  1. Access the My Projects List, see Projects List – Accessing.
  2. Navigate to the project from the My Projects List, see Projects List - Navigation.
  3. Go to the project by right clicking on the project and from the project menu select "Go To Project"

OR

From the My Projects List, go to the project by hovering on the project row and clicking on the Go To Project button on the project row

OR

Double click on the project.

The Project Dashboard appears.

  1. Click on the Project Menu Option bar, (labelled "Dashboard" as the dashboard is currently showing)

All the Project Menu Options that are available for the Project and that the User has access to is displayed.

Note* The screen print above has all functionality displayed, but it may differ by organization and user.

Next Steps

Job Costing


How did we do?


Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)