Skip to Content
Project managementNavigate your projects

Navigate your projects

The more projects you accumulate, the more critical fast retrieval becomes. This page describes the three navigation tools: Active/Archived tabs, search field, and sort.

Active / Archived tabs

Below the filter bar, two tabs separate the inventory into two states:

  • Active (default) — your in-progress projects, the ones you consult or modify regularly.
  • Archived — your completed or set-aside projects that you archived via the corresponding action (chapter 12.5).

Both tabs use the same columns and the same sort logic. The only difference in the actions menu on a row: an archived project offers Restore instead of Archive.

Search field

The Search projects… field at the top filters the list instantly as you type. Lumos searches in:

  • The project name (for example “Project 3669 Rue Orléans”).
  • The client name linked to the project (for example “Jacob Mercier”).
  • The full property address.

A few useful examples:

  • Type your client’s family name to find all their projects.
  • Type a street name or partial postal code to target a neighborhood.
  • Type the project number to go directly to the relevant page.

Search works in the current tab — to search the archives, switch to Archived first.

Sort

Most recent dropdown on the right, with five options:

  • Most recent (default) — newest to oldest by creation date.
  • Oldest — the reverse.
  • Last modified — projects whose inspection or documents have been recently modified, first.
  • Name (A-Z) — ascending alphabetical order.
  • Name (Z-A) — descending.

The chosen sort stays active while you remain on the page. Lumos does not remember the choice between sessions; at next login, you start back on Most recent.

Combining the three

The three tools combine. Example: searching “Mercier” in Archived sorted by Last modified = all archived projects associated with a Mercier, from most recently touched to oldest.

If you work as a team

Above the tabs, an All projects / My projects toggle appears if your account is part of a team (inspector sub-accounts). See 12.3 All vs My projects.

See also

Last updated on