Projects List View | Online Help | Zoho Projects

Projects List View

Projects list view gives a quick snapshot of all the projects that you are part of. Users can see the status of the project, the number of tasks completed, start and end date, planned and actual costs, budget details and more. The fields displayed can be customized to show custom fields or even disable fields.


Track, sort and filter projects based on your requirements.
Edit existing projects.

All Projects

This section lists all your projects in the portal. By default, you will see all the active Projects. 

  1. Click the Projects tab in the left navigation panel.
  2. View all the active projects in your portal.

Edit a Project

  1. Click Projects in the left navigation panel.
  2. Hover over a project and click to view options.
  3. Click Edit Project
  4. Modify project information.
  5. Click Update.

  • Project fields can be edited inline. Click on a field in the list view to edit it.
  • The Billing Method field cannot be edited if an invoice already exists for the project

If you are unable to generate an invoice after updating the project billing to staff hours, delete the old invoices and create a new one.

Archived Projects Listing

This section lists the projects that have been archived.

  1. Click Projects in the left navigation panel.
  2. Click the drop-down panel.
  3. Click Archived Projects.

Archive a Project 

  1. Navigate to Projects in the left navigation panel.
  2. Hover over a project and click to view more options.
  3. Select Move to Archive.
    • When you archive a project, it will be moved to the Archived Projects section. You can archive and un-archive projects. 
  4. Confirm your action. You can also archive a project from the Project Dashboard.

Trash a Project

  1. Click Projects in the left navigation panel.
  2. Hover over a project from the list and click to view options.
  3. Click Trash Project to discard a project.
Trashed projects can be recovered within 30 days.

Trashed Projects

Projects in the trash can be recovered within 30 days. The projects will be permanently deleted after this time frame. Projects can also be manually deleted from the Trashed Projects view. This action is permanent.

Restore Projects

  1. Click Projects in the left navigation panel.
  2. Click on the project view drop-down
  3. Select Trashed Projects.
  4. Hover over your project.
  5. Click restore icon () to move the project to it's original destination (either archived or active projects).

Delete Projects

  1. Click Projects in the left navigation panel.
  2. Click on the project view drop-down
  3. Select Trashed Projects.
  4. Hover over your project.
  5. Click to delete the project permanently.

View Project Budget

View your planned versus actual cost and cost variance details in the project list view. You can view this only if budget is enabled in the setup page. If your project is based on hours then Hours Remaining column shows the difference between planned and actual hours or if it is based on the amount then Cost Variance column highlights the difference in planned and actual cost. Also, you can choose the columns to be displayed by clicking. Learn more about creating a budget.

  • Apply filters on the top right tab to view the projects which are budget at risk, overrun, or surplus.

See Also
Manage project budget

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                      Still can't find what you're looking for?

                      Write to us:



                          Zoho Marketing Automation

                            Zoho Sheet Resources


                                Zoho Forms Resources

                                  Secure your business
                                  communication with Zoho Mail

                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times

                                    Carry your calendar with you
                                    Anytime, anywhere

                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now

                                                Zoho SalesIQ Resources

                                                    Zoho TeamInbox Resources

                                                            Zoho DataPrep Resources

                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW

                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now

                                                                                      • Related Articles

                                                                                      • Zoho Vault for Zoho Projects

                                                                                        Zoho Vault is an online password manager for teams. If you are struggling with remembering numerous passwords, Zoho Vault can keep them safe for you. It helps to store, share, and manage your passwords from anywhere. Zoho Vault is the best way to ...
                                                                                      • DocuSign for Zoho Projects

                                                                                        The DocuSign extension for Zoho Projects provides users with the e-signature functionality required to quickly complete approvals and agreements. With this extension, you can send documents, view their signing status, and even revoke the document ...
                                                                                      • Checklist for Zoho Projects

                                                                                        The Checklist for Zoho Projects extension lets you create a set of instantaneous to-do lists for your tasks and issues in Zoho Projects. With this extension, you can create checklist templates that can be used in any of your tasks and issues and save ...
                                                                                      • Getting Started with Zoho Projects

                                                                                        Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds. What Does ...
                                                                                      • Public Projects

                                                                                        The projects which you are a part of and made 'Public' by your in Public Projects. Users in the portal can follow any public project in the portal. View Public Projects Click Projects in the left navigation panel. Click the drop-down panel and select ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace



                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.

                                                                                          Zoho Show Resources