> ## Documentation Index
> Fetch the complete documentation index at: https://docs.acelabusa.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigating the Accounts and Projects Dashboards

> Learn how to navigate and interact with the Accounts and Projects dashboards

## Dashboard Layout

Both the Accounts and Projects dashboards follow a similar layout to help you quickly find and manage your data.

### Header Section

At the top of each dashboard, you'll find:

* **Dashboard Title** — Shows whether you're viewing Accounts or Projects
* **Search Bar** — Allows you to search for specific items by name or keywords
* **View Options** — Toggle between different view layouts (list, grid, or table views)
* **Create New Button** — Quickly create a new account or project

### Main Content Area

The central area displays your accounts or projects in the currently selected view:

* **List View** — Shows items in a scrollable list with key information
* **Grid View** — Displays items as cards for visual browsing
* **Table View** — Shows detailed information in a column-based format

### Sidebar and Filters

The left sidebar (or filter panel) contains:

* **Filter Panel** — Access filtering options
* **Saved Views** — Quick access to frequently used filter combinations
* **Navigation Links** — Access related sections and tools

## Accessing Account and Project Details

### Viewing Account Details

1. From the **Accounts dashboard**, click on any account card or row
2. This opens the **Account Details page**, which shows:
   * Account name and basic information
   * Contact information and team members
   * Associated projects
   * Account history and activity
   * Settings and configuration options

### Accessing a Project

1. From the **Projects dashboard**, click on any project
2. You can also access projects by clicking an account and viewing its **Projects** section
3. The **Project Details page** displays:
   * Project overview and timeline
   * Associated schedules and documents
   * Team members and their roles
   * Project status and progress

## Navigation Paths

### From Partner Dashboard Home

```text theme={null}
Partner Portal Home
  ↓
Accounts and Projects
  ├─ Accounts Dashboard
  │   └─ Account Details
  │       └─ Associated Projects
  └─ Projects Dashboard
      └─ Project Details
          ├─ Schedules
          ├─ Documents
          └─ Team
```

### Using Breadcrumbs

Breadcrumb navigation at the top of detail pages helps you track your location:

* Click any breadcrumb to navigate back to that section
* Example: `Accounts > ClientName > Project XYZ`

## Quick Actions

Many dashboards include quick action buttons for common tasks:

* **Edit** — Modify account or project details
* **Share** — Invite team members or stakeholders
* **Delete** — Archive or remove (when appropriate)
* **More Options** — Access additional actions via a menu

## Switching Between Accounts and Projects

You can easily switch between the Accounts and Projects dashboards:

1. Use the main navigation menu in the left sidebar
2. Click on the **Accounts** or **Projects** link
3. Your previous filters and view preferences are typically remembered

## Tips for Efficient Navigation

* **Use Keyboard Shortcuts** — Many dashboards support keyboard navigation (arrow keys, Enter to select)
* **Bookmarks** — Bookmark frequently visited accounts or projects for quick access
* **Notifications** — Check the notification bell for updates on accounts and projects you follow
* **Recent Items** — Look for a "Recently Viewed" section for quick access to items you've been working on