How do I access a project?
It is possible to access a project via the building profile or the projects' dashboard. Learn more below.
Option 1: How to Access a Project via the Building Profile
Step 1: Select the asset you want to manage on the asset list.
Step 2: Go to the "Projects" tab.
Step 3: If you have any active property projects, you should see them listed within the tab.
Step 4: Once you find the project you're looking for, click on its name, and you'll have access to its contents.
Option 2: How to Access a Project via the Projects Dashboard
Step 1: On the left-hand side of your screen, hover your mouse over "Dashboards" and click on "Projects."
Step 2: Within this section, you will have access to all projects belonging to the assets you have permission to see.
Step 3: It's possible to filter the projects by asset, manager, type, stage, budget year, fund, portfolio, and sector.
Step 4: Once you locate the project, click on its name, and you'll have access to its information.
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