Projects List View
Benefits:
- Track, sort and filter projects based on your requirements
- Edit existing projects
- Export Projects
- Inline edit project fields
- Archive or trash projects
All Projects
This section lists all your projects in the portal. By default, you will see all the active Projects.
- Click the Projects tab in the left navigation panel.
- View all the active projects in your portal.
Edit a Project
- Click Projects in the left navigation panel.
- Hover over a project.
- Click
or right-click and select the Edit option from the context menu.
- Update the necessary fields. The changes will be saved automatically
- 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.
Hide Project Column
- Click Projects in the left navigation panel.
- Hover over the column name which you would like to hide.
- Right-click and select Hide Column from the context menu.
Add Column
- Click Projects in the left navigation panel.
- Click Add column in the upper-right corner.
- Hover over the field that you would like to add as a column.
- Click Add.
Archived Projects Listing
- Click Projects in the left navigation panel.
- Click the drop-down panel.
- Click Archived Projects.
Archive a Project
- Navigate to Projects in the left navigation panel.
- Hover over a project.
- Click
When you archive a project, it will be moved to the Archived Projects section. You can archive and un-archive projects.
Trash a Project
- Navigate to Projects in the left navigation panel.
- Hover over a project.
- Click
- Confirm your action.
Trashed Projects
Restore Projects
- Click Projects in the left navigation panel.
- Click on the project view drop-down
- Select Trashed Projects.
- Hover over your project.
- Click restore icon (
) to move the project to it's original destination (either archived or active projects).
Delete Projects
- Click Projects in the left navigation panel.
- Click on the project view drop-down
- Select Trashed Projects.
- Hover over your project.
- 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.
Export Projects
- Click the Projects tab in the left navigation panel.
- Click
- Select the file type (XLXS or CSV).
- Select the fields that need to be exported.
- Click Export.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Introduction to Projects
You can view all projects within the a selected portal from the Projects module in the mobile app. Grouped projects will be listed first, and ungrouped projects will follow. View Projects View your active projects or archived projects by selecting ...Projects - Introduction
Projects - Introduction All projects in the portal will be listed in this module. Click the project name to have a detailed look at each project. Project views List view Thumbnail view Switch view Click the hamburger icon at the top-left corner. ...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, start and end date, planned and actual costs, budget details and more. The fields displayed can be customized to show custom ...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 ...