Consultation Manager uses Projects to structure and segment data. Projects in the system might be physical locations, such as a worksite or a road upgrade, or they could be conceptual, like an education program or initiative.
Projects can be clustered into project groups so that you can report on a segment of Projects at once.
Projects are the core level of data segmentation in the system, so your active selection in the Project tree (pictured below) will influence which Records are returned in a search. Without access to Projects in the system, Users will not be able to see any records that are made Private to those Projects.
Want to understand more about Project selection? Click here to learn more.