01
Focus the project list
- 1
- 2
Filter
Switch between active and archived projects, and narrow the list by client or project manager.
- 3
Pin favorites
Use a project’s Actions menu to Pin or Unpin it. Pins belong to you and move those projects to the top of your list.
- 4
Open project detail
Review type, dates, notes, team/task breakdowns, progress, and hours by week.
Good to know
Project editing, duplication, and archiving are not available from the Actions menu today. Pinning and deletion are the live actions.
02
Financial visibility
Members see project information through the access available to them. Financial totals and project-management actions are reserved for managers and administrators.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.