Project Search

The Project Search allows you to search for projects that have already been entered and to add new projects.

The document search form allows for the search of all documents in order to view, modify, and possibly delete them or proceed to the insertion of a new document; the window consists of a filter area and a result grid.

Once all desired filters are set, simply click the Search button present on the Ribbon bar to display the results within the result grid.

To open the details of a document, simply select it and double-click with the mouse, or click the Modify button (which allows entering the details and modifying them) or the View button (which allows entering the details and viewing them but without the ability to modify them).

See also:
Custom features, buttons, and common fields
Adding new fields in search forms

A specific button on this form is New Project from Template: it allows you to create a new project starting from a pre-existing template. It is necessary to indicate the Project type, the new Client to which it is destined, and the Creation date.