See every project a client has

Short answer

Open the client from Clients. Full steps below.

Where: Clients in the left sidebar

Plans: All plans

Steps

  1. Open the client from Clients.
  2. Use the Projects tab, just after Info — it lists every project for that client with its stage, progress, value and date.
  3. Click a row to open that project's dashboard.

A project appears here once its estimate has been accepted.

Rules and limits

Still stuck?

If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.

Last verified 2026-10-07.