Projects in Advisory
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Hide expandable textIn Advisory, you can create Projects where you can save your client's documents and other work completed.
To open the Projects list, from Onvio Center, click the Menu icon > Onvio Advisory.
You can take the following actions from the project list.
- Add a project from a project template.
- Open a project.
- Edit a project.
- Delete a project.
- Create project groups.
- Search and filter projects.
- Show or hide columns by clicking the icon.
- Update the status of projects (and tasks, if available).
- Add, edit, or delete comments for a project.
The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.
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