Viewing and Searching Projects
Browse, search, and filter the list of projects for your store.
The Projects tab lists every project matching your current search and filters. A project groups a piece of work — most commonly a rental — around a customer and, usually, a linked order, and tracks it through its own workflow rather than the order's status. This page is read-only: it is for finding a project and opening it. Advancing a project or editing its customer, partner, or rental details is done from the project detail screen.
The Projects tab only appears for employees whose role is granted the Projects navigation access right, and only when Projects is enabled for your tenant. If the tab is missing, ask your administrator to check your assigned role under Access Rights and Roles and confirm Projects is included in your Omnium subscription.
[Screenshot: The Projects tab showing a list of project cards with name, status pill, project type, store, and customer, a search bar at the top, and paging controls at the bottom]
Reading the projects list
Each card in the list shows:
| Field | Description |
|---|---|
| Heading | The project number, or a short internal ID if there is no project number — falls back to the project name or type when neither is short enough to display |
| Name | Shown underneath the heading when it differs from it |
| Status pill | Colour-coded current status (see Status colours below) |
| Project type | e.g. a rental project type configured for your tenant |
| Created | The date the project was created |
| Store | The project's main store |
| Customer | The customer attached to the project, if any |
| Tags | Any tags configured on the project |
Status colours
Status text can be relabelled for your tenant. If your administrator has configured a custom translation for a status, that text is shown instead of the raw status name below.
| Colour | Status | Meaning |
|---|---|---|
| Green | Active | The project is in progress |
| Orange | WorkflowCompleted | The project has finished its workflow |
| Red | Cancelled / CancelledByCustomer / CancelledByInternal / CancelledByPartner | The project has been cancelled |
| Neutral (grey) | Any other status | No special colour is applied |
Searching for a project
Tap the search bar at the top of the screen and type a name or keyword. Results update automatically shortly after you stop typing.
Filtering the list
Tap the tune (filter) icon beside the search bar to open the Filters drawer. A small blue dot on the icon shows that a filter is currently active.
The drawer contains:
| Control | What it does |
|---|---|
| Market & Store | Collapsible selector limiting the list to one or more markets or stores. Selecting a market narrows the store list to stores available on that market. |
| Sort by | See Sorting below |
| Project type | Multi-select list of project types configured for your tenant |
| Status | Multi-select list of statuses that currently exist in your project data |
Active Project type and Status filters also appear as removable chips under the search bar — tap the x on a chip to remove that one filter, or tap Clear All at the top of the drawer to remove every filter at once. Tap Apply Filters to close the drawer; filter changes take effect immediately as you make them, so this button is mainly for closing the panel.
Sorting
| Group | Options |
|---|---|
| Created Date | Newest, Oldest (default: Created – Newest) |
| Modified Date | Newest, Oldest |
| Project Number | A → Z, Z → A |
| Name | A → Z, Z → A |
| Status | A → Z, Z → A |
| Customer | A → Z, Z → A |
| Value | High → Low, Low → High |
Paging
The total number of matching projects and the current page are shown at the bottom of the screen. Use the paging controls to move between pages; each page holds 20 projects.
If a Store or Market filter is selected that resolves to no accessible store for your account, the list shows zero results rather than silently widening the search to all stores.
Opening a project
Tap anywhere on a project card to open its Project Workflow and Status page.