Find and View a Project
Overview
In this article, we’ll cover how to find and view projects:
Projects Dashboard
By default, when you log in to Buildwise, you are routed to the Projects Dashboard.
The Projects page displays all Active projects by default.
Note: Projects are listed by order of the most recent creation date.
Each Project block contains project details and a link to the individual project dashboard.
Page View Options
In the upper-right corner, click a page view icon to select how you want to view the Projects Dashboard, either by list or in tiles.
Find a Project
You can find and view a project by clicking the Project Name in a project or by using filters.
Project Name
Scroll through the Projects page and click on the Project Name link for the project you want to view.
Filters
The Projects page has three filters for finding a project: Select Project, Status, and Date Range.
Select Project Filter
Using the Select Project dropdown, you can click on the Project Name to display the project dashboard.
Note: All projects are listed in the dropdown by default. Active projects are listed first, in order of start date, with Inactive projects listed next. Status and Date Range filters are not applied.
Status Filter
To filter projects by status, select Active or Inactive. You can use this field with the Date Range filter.
Note: The project status is selected in the Project > Overview tab > Dates > Project Status field.
When you find the project you want to view, click the Project Name link to View a Project.
Date Range Filter
To filter projects by dates, click in the Date Range field. You can use this field with the Status filter.
Note: This filter uses the date the project was created in Buildwise, not the project's start date.
Enter the Date Range in MM/DD/YY format or use the calendar to select dates. The page displays all projects between the dates selected.
When you find the project you want to view, click the Project Name link to View a Project.
View a Project
When you find the project you want to view, click the Project Name link. The Project Estimates page for the project displays by default.
The breadcrumbs at the top of the page include the specific Project Name.
The page displays tabs for all components of the project.
- Estimates – View existing estimates or create a new one.
- Expenses – View expenses entered for the project.
- Change Orders – View existing change orders or add a new one.
- Cost to Completion report – Manage the project's budget
- Job Costing report – View estimated to actual costs across COGs
- Labor report – View estimated to actual hours on the project
- Client Summary – Summary report page only available for Cost Plus projects
- Overview – Settings page for the project
