Access All Projects
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    Access All Projects

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    Article summary

    The All Projects tab in PARCEL provides a centralized view of all appraisal assignments—regardless of status. This includes active, submitted, awarded, on-hold, and finalized projects. Use this tab to monitor project progress, revisit completed assignments, and take action on any active files.

    Step-by-Step Instructions

    1. Open the All Projects Tab
          From the PARCEL dashboard:    

      • Click the All Projects tab located near the top of the screen.

      • This will display a grid containing all projects associated with your account.


             

    2. Use Search Filters to Locate a Project
          Each column in the All Projects table includes a search field.    

      • Enter search terms into any column header (e.g., Request ID, Address, Lender Name).

      • Click the X icon in the field to clear the filter when finished.
             

    3. Access Individual Project Details
          To review or manage a specific assignment:    

      • Click the View Details button in the Actions column.

      • This will open the full project record where you can view attachments, upload files, and complete any outstanding tasks.
             

    Note: If the project is part of a portfolio, you may need to open the Project Dashboard to view all associated sites. Use the down arrow next to View Details to access this option.

    Best Practices

    • Bookmark the All Projects tab and use it as your daily workspace to manage active and completed assignments.

    • Use column filters to quickly locate time-sensitive projects or monitor specific lender queues.

    • Regularly review this tab for projects placed on hold, awaiting client feedback, or requiring file re-uploads.


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