> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/my-workspace.md).

# My Workspace

When you're juggling dozens of enquiries and orders, it's easy to lose track of which ones need you today. My Workspace in OrderEazi lists every project you can see, sorted into sections by where each one is in its workflow. From here you can find a project, see what's next on it, and act on it without opening it.

### Before you start

Which projects you see depends on your role. Your administrator sets this in [Roles](/central/order-management/settings/manage-users/roles.md) and on your user's **User Access**:

* **View All Projects:** You see every project in your organisation.
* **View Own/Linked Projects:** You see your own projects, and those of the users, branches, or teams you've been linked to.
* **A client access list:** If your user is limited to certain clients, you only see their projects. Your own projects always show.

### How to find a project

1. In the main menu, select **My Workspace**.
2. Select the section tab the project is in, such as **Quoted** or **In Progress**.
3. Type in **Search / Filter** to narrow the list.

The search looks at the project number, description, customer order number, additional reference, client, contact, email, sales rep, sales channel, workflow, and quote, invoice, and purchase order numbers. Matches are highlighted.

Select a row to open the project in a new tab. For more ways to narrow the list, see [Filtering projects](/central/order-management/my-workspace/filtering-projects.md).

**Example:** A client phones about order PO-7781. You type "PO-7781" in **Search / Filter**, and the **In Progress** tab shows one project, with the customer order number highlighted. You select the row to open it.

### How sections work

Each tab is a section, with the number of projects in it. Your organisation starts with **Quoted**, **In Progress**, **Completed**, and **Cancelled**. A project moves between sections as its workflow reaches a step that moves it.

Your administrator adds, renames, and reorders sections in **Settings** > **Organization Setup**, on the **Configuration** tab, under **Section Settings**. You can hide sections you don't use in [Display settings](/central/order-management/my-workspace/display-settings.md).

### What's on each row

* **Project No:** The project number. A red history icon next to it means the project has an error to look at. Hover over the icon to see the last five events. See [Project History](/central/order-management/projects/project-history.md).
* **Client:** Hover over the name to see the contact's phone numbers, email, and addresses.
* **Next Step:** The workflow step the project is waiting on.
* **Docs:** Select it to see the project's documents. A green dot means the client approved the quote, and a red dot means they rejected it.
* **Due Date:** Change it in the row if you have the **Edit Due Date** permission. You see "Due date updated".
* **+:** Select it to see the project's lines and how much of each line is on each document.

The columns you see depend on your [Display settings](/central/order-management/my-workspace/display-settings.md) and your permissions.

### Sorting and paging

Select a column heading to sort by it. The list starts sorted by project number, newest first. At the bottom, choose how many projects to show per page: 20, 50, 100, or 200. OrderEazi remembers your choice and the last tab you opened.

### Current Stats

Above the list, **Current Stats** shows the **Total Cost**, **Total Selling**, **Total GP**, and **Total GP %** of every project in the section, with your filters applied. Each figure needs its own permission, such as **View Stats - Total Cost**, in the **Workspace** permission group.

### Related pages

* [Filtering projects](/central/order-management/my-workspace/filtering-projects.md): narrow the list with Advanced Filters
* [Project quick actions](/central/order-management/my-workspace/project-quick-actions.md): act on a project from its row
* [Projects](/central/order-management/projects.md): what's on the project screen