Projects page
Access the account management menu
Projects page groups all the plans you have created on Visuary. It also gives you access to the account management menu, where you can view the settings, manage your subscription, configure your Cost estimate and access the product catalog (features available with the Integral subscription).
Search a project
To search for a project by name:
Press the Ctrl+F (Windows) or Cmd+F (Mac) to display a search bar
Type the project name in the search bar
Archive a project
To archive a project:
Hover over the project with your mouse, a trash icon will appear in the top right of the project
Click the trash icon to archive the project.
The project will now only be visible in the "Archived projects" tab: you will not be able to delete it permanently.
From a phone or tablet, you need to press and hold the project so the small trash icon appears.
Restore an archived project
To restore a project:
Open the "Archived projects"
Click the project you want to restore
Click the "Restore"
The project will appear again in the "My projects"
Enter project details and add related files
To add and view project information:
From the "Projects" page, click on a project name.
In the "Details" you can fill in:
The project name
The project address
The client name: click the "+" icon to add it
In the "Attachments", you will find all the files linked to the project
To add files, click the "Add a file" button
To save, click the save icon located in the "Details" tab
The project information will automatically appear on the "Project description" page in the PDF report (available with Intégral)
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