You can use project filtering on document index pages to display only the documents related to projects that matter to you.
Steps
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Open the index page for the required document, such as:
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Sales invoices
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Purchase invoices
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Price quotes
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Purchase orders
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Credit and debit notes
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Use the project filtering option:
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Includes general projects
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Private projects you have access to
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When selecting a specific project:
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All documents containing the project are displayed, whether at the document level or on any line items
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You can select multiple projects at once
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Filtering supports text search for easy access
Important Notes
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Filtering is based on user permissions; only projects you have access to are displayed
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Text search makes it easy to access projects quickly
