Switch Project

Created by Emily A, Modified on Tue, 23 Sep at 8:48 PM by Emily A

Switch Project – Effortlessly Navigate Between Projects

  • The Switch Project feature allows you to quickly move between multiple projects in the customer portal. 
  • Everything is designed for ease, so you can focus on the project you need without losing context.

What You Can Do Here

  • Switch between active projects seamlessly
  • Keep track of project-specific data and tasks
  • Stay organized while managing multiple projects

Accessing the Project Switcher

  1. Log in to the customer portal.
  2. Click on the Switch Project option in the portal.
  3. Select the project you want to access, and the portal will update to show all related information.

Pro Tip: Use the Project Switcher frequently to stay on top of multiple projects and ensure you’re always working in the right context.



Selecting a Project

  • After clicking Switch Project, a list of available projects will appear.
  • Select the project you wish to view or manage.

Pro Tip: Make sure to select the correct project to access its specific tasks, schedules, and documents without confusion.


Accessing and Using the Project Switcher

  1. Access the Project Switcher: Click on the Switch Project option in the portal.
  2. Select Your Desired Project: A list of available projects will appear. Choose the project you wish to view or manage.
  3. Explore the Selected Project: Once selected, the portal will dynamically update to show details and information specific to your chosen project.

Pro Tip: Use the Project Switcher regularly to efficiently navigate between projects, ensuring a focused and tailored experience for each one.



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