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Company Projects

Company Projects

This is a grid listing of Projects where the end user on the project is the company location being viewed. This grid shows all projects regardless of if they have been cancelled or completed.

Locate this information by navigating to the Company Record and selecting Projects under the Modules as shown below.

From this grid, users can double click to open the project, or right click to get to the Context Menu and move immediately to a specific window of the project or perform any action on the project.

Even if you can see a project in this listing, if you are not one of the salespeople on the project, manage one of the salespeople on the project or have "View All Projects" rights, you will be unable to open or right click on the projects listed here.

 

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