Archive and filter projects
What this accomplishes
Section titled “What this accomplishes”Helps you find the right project quickly and keep inactive work out of the main lists.
Filter and sort
Section titled “Filter and sort”On the dashboard toolbar:
- Use Search projects… to search by title.
- Sort by Date Created, Title, or Bid Due Date.
- Filter by Estimator, Project Manager, and Outcome when those filters are available.
Archived projects
Section titled “Archived projects”- In the sidebar, open Archived.
- Or set a project’s status to Archived when editing project details.
Archived projects stay available for review but are separated from My Projects / All Projects.
Outcomes
Section titled “Outcomes”Projects can record an outcome of Won, Lost, or On-Hold for filtering and reporting.