Find and View a Project

The Projects page lists your projects. Use the filters to find one, then click its name to open it.

Here are the steps to follow:

1

Open the Projects page

Click Projects in the left menu. The page opens on your Active projects, 10 to a page.

The Projects page
2

Choose tiles or a list

Click the icons in the top right corner to switch how the page looks.

The view icons

Result: Tiles

Projects shown as tiles

Result: List

Projects shown as a list
3

Filter by project

Pick one or more projects in Select Project. Those projects show, Active or Inactive. Click the x on a tag to remove it. When you clear it, the page goes back to Active projects only.

One project picked in Select Project
4

Filter by status

Pick Active, Inactive or both in Select Status. To change a project's status, see Make a Project Inactive.

The Select Status filter

Result: Inactive

Inactive projects listed
5

Filter by date

Click Date Range and pick your dates, or type them as MM/DD/YY. This uses the date the project was created in Buildwise, not its start date.

The Date Range calendar
6

Open the project

Click the project name. The project opens on its Estimates tab. The tabs link to every part of the project. Use the arrow at the right end of the tabs to see the rest of them.

A project name to clickA project open on the Estimates tab

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