Find Projects and assigned Visits

Use Projects, My visits and Resourcing to open the work you need.

On this page

Use Projects for the whole piece of work and My visits for the attendances assigned to you.

1. Find the Project

Open Projects, use the search and available filters, then choose the work. Check the Customer and Project name before editing or adding records.

2. Find your attendance

Open My visits from Dashboard or More. Choose the relevant date and open the Visit. Check its time, location and crew.

Your Visit list depends on the Directory entry linked to your login and the work assigned to it. Being listed in Team alone does not establish that link.

3. Check the wider schedule

Use Resourcing for the team schedule available to your role. Open a booking to inspect or change it where your permissions allow.

If work is missing

Clear search and check the date, filters and selected Business. Reconnect to load current records. Ask the Business administrator to check assignment and access if the expected Visit is still absent.

An already open screen may retain earlier information during a connection problem. It is not a complete downloaded copy of the Business’s work.

Still need a hand?

Tell us what you were trying to do and what happened. Include this guide’s title so we can help you find the right next step.

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