Searching for a Project

If you know at least part of the client ID or client name for a project, you can search for the project. Searching for a project can be faster than using the Project views to locate the project. You can search for projects from Dashboard, as well as in Workstream.

Note: If you are unsure of the client ID or client name or you need to find projects for multiple clients, you can use views to locate the project you need. See Managing Private Views for more information.

Searching for a Project in Workstream

1. In the Navigation pane, select Project Search View under Home.
2. Click, and select to search for the client by name, by ID, or by both.
3. Enter a client name or ID in the Client ID box. As you type, a list of clients matching what you type displays.
4. Select the correct client when you see it.
5. Select the project you want to open from the Project ID list.
6. Click either Open Route Sheet or Open Project.

Search for a Project from Dashboard

1. Click Open project under Workstream on the Application Links tab in Dashboard.
2. Click, and select to search for the client by name, by ID, or by both.
3. Enter a client name or ID in the Client ID box. As you type, a list of clients matching what you type displays.
4. Select the correct client when you see it.
5. Select the project you want to open from the Project ID list.
6. Click OK.