B-09 - Viewing and navigating your projects

Description: 

How to use the projects page to find, sort, filter, and open your projects.

Prerequisites:

• You must be assigned to the projects you want to see. What you see depends on your role and assignment.

Steps:

1. Open the projects page. It shows both in-delivery projects and New Project Requests in one place.
2. Search for a project by name or Project ID.
3. Order the list by a visible column (for example Project name, Project ID, Project Stage, Project Status, or Suppliers).
4. Filter by Project Status.
5. Click into a project to view it.
6. To start a New Project Request, select "New Project Request".

the projects page with the search, order, filter, and New Project Request controls.

Tips and best practice:

• If you can't see a project, you may not be assigned to it, or your role may not allow access.
• If you can't take action on a project, you may have read-only access.
• If you can't find a project, search by name or ID, or adjust your filters.

What happens next:

• For New Project Request projects, the project summary page displays the approval journey and highlights the current status.

Related guides: B-02, B-11, B-13, R-01