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
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