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Open a project or project template

There are four ways to open a project or project template:

  • From the main dashboard.
  • From the Projects drop-down list in the main header.
  • From an Advanced search.
  • From an Activity stream.

When you select a project, it opens to its Project dashboard project dashboard.

From the main dashboard

  1. Navigate to the main dashboard. The Projects section shows your favorite projects by default.

  2. (Optional) Click the filter in the top right-hand side and select from Favorites, All Active, or Draft.

    The Projects section shows all projects that meet the chosen filter criteria.

  3. Double-click a project or project template.

From the Projects drop-down list

  1. In the main header, click the Projects drop-down list.

  2. Locate your desired project or project template in one of two ways:

    • Find your project listed in the Projects section, or project template listed in the Project templates section.
    • In the Search for project... box, type the project name or number.
  3. Click the project or project template.

  1. Open the Advanced search.

  2. In the object type list, select Project.

  3. (Optional) Select the type search operator.

  4. Select the desired project attribute, such as Name or Project #.

  5. Select the attribute search operator.

  6. Input the attribute criteria of the project or project template you are looking for.

  7. (Optional) Add additional search criteria.

    • Use (Advanced_search_Add_icon) and (advanced_search_-_remove_icon.png) icons to add or remove attributes.
    • Click (advanced_search_-_subclause_icon.png) to add subclauses.
  8. Click Search or press Enter.

Your search results are shown in a table. Click Go to (bm-adv-web-go-to.png) beside a project or project template to open it to its project dashboard.

From the Activity stream

The Activity stream on the main dashboard shows a real-time summary of tasks completed by you and your team, such as creating new projects and releasing items, enabling you to easily track who is doing what at a quick glance.

Click a project shown in the Activity stream.

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