What are Accounts and Projects?
The Accounts and Projects section is the central hub for managing your organization’s data in Acelab. These dashboards give you a complete view of all your accounts and projects, allowing you to organize, track, and collaborate on your architectural work.Accounts Dashboard
The Accounts dashboard displays all the client accounts associated with your organization. Each account represents a client or project owner that your firm works with. From this dashboard, you can:- View all your accounts at a glance
- Search for specific accounts by name or other details
- Filter accounts by status, region, or other criteria
- Access account details and associated projects
- Manage account settings and team access
Projects Dashboard
The Projects dashboard shows all the projects within your accounts. Each project represents a specific architectural assignment or phase of work. From this dashboard, you can:- Browse all active and completed projects
- View project status, timeline, and key information
- Access project schedules, specifications, and documents
- Collaborate with team members on project details
- Sort and filter projects for quick access
Key Features
Search and Discovery
Quickly find the accounts and projects you need using the search functionality. Search by name, location, status, or other metadata.Filtering and Organization
Use filters to narrow down your view by status, date range, team member, or other criteria. This helps you focus on the accounts and projects most relevant to your work.Sorting Options
Organize your dashboard by different criteria such as date created, last modified, status, or alphabetical order.Team Access
Assign team members to accounts and projects, controlling who can view and edit specific work.Next Steps
- Navigating the Dashboards — Learn how to move around and interact with the dashboard interface
- Organizing Your Accounts and Projects — Master filtering, sorting, and searching techniques
- Using Proxy Email — Set up and use proxy email for your accounts