Page Layout
The Projects page has three main regions:- Header — page title, an Archived Leads toggle, and an Export button.
- Table toolbar — search, sort, filter toggle, page size, and bulk actions when rows are selected.
- Table — one row per project, with a filter sidebar to the left when opened.
The Projects Table
Each row is one project. The default columns are:
Click a row to open the Project detail drawer.
Why Some Project Names Are Blurred
Project names stay hidden until your brand has a connection on that project. A connection is any conversation between your team and the firm on that project. Once a conversation exists on the project, the name unblurs. Blurred rows still show Project Type, Location, Firm Name, and every other field, so you can decide whether to reach out. Use Introducing Yourself via Proxy Email to start a connection.Signal Broadcast Icon
Same behavior as on Accounts: static broadcast when the project has recorded signal activity, pulsing broadcast when a new signal has landed recently. Project-feed signal types include Added to Spec, Mapped to Revit Model, Saved to Project, and Info Request.Archived Leads
Toggle Archived Leads in the header to include archived projects.Search, Sort, and Filter
- Search — filter by project name as you type. Blurred project names are not searchable by name (the backend does not return them).
- Sort — sort by Project Name, Project Location, Signal (Recent → Earliest), Connection, and Priority. Blurred names sort last.
- Show Filters — opens the filter sidebar.
- View — Show Favorites, Show projects with connection.
- Signal Range — filter by the date a signal landed (From / To).
- Signal Type — Added to Spec, Mapped to Revit Model, Saved to Project, Info Request.
- Status, Priority — your brand’s project-side option lists.
- Project Status — the AECO-side project status.
- Project Type, Project Location, Project Budget, Project Phase.
- Construction Type, Climate Zone, Energy Code.
- Rep — the assigned rep.
The Project Detail Drawer
Clicking a row opens the Project detail drawer. The drawer includes:- Header — project name (blurred if not yet connected), project firm, and an Email architect button that opens the proxy-email flow.
- Project details — Type, Location, Budget, Phase, Project Status, Construction Type, Climate Zone, Energy Code, and any custom fields from AECO.
- Assigned Rep and Priority / Status — editable inline.
- Signals feed — chronological project-scoped signals.
- Notes — internal notes for your team, with attachments.
Bulk Actions
Select multiple rows to reveal bulk actions in the toolbar:- Assign to Rep
- Archive
- Additional actions depending on your role.

