Projects List View | Online Help | Zoho BugTracker

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 fields or even disable fields.


Benefits:

  1. Track, sort and filter projects based on your requirements
  2. Edit existing projects
  3. Export Projects
  4. Inline edit project fields
  5. Archive or trash 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.
  3. Click  or right-click and select the Edit option from the context menu.
  4. Update the necessary fields. The changes will be saved automatically

Notes
  • 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

  1. Click Projects in the left navigation panel.
  2. Hover over the column name which you would like to hide.
  3. Right-click and select Hide Column from the context menu.

Add Column

  1. Click Projects in the left navigation panel.
  2. Click Add column in the upper-right corner.
  3. Hover over the field that you would like to add as a column.
  4. Click Add.

Archived Projects Listing

This section lists the projects that have been archived.
  1. Click Projects in the left navigation panel.
  2. Click  , then click Archived Projects.

Archive a Project

  1. Navigate to Projects in the left navigation panel.
  2. Hover over a project.
  3. Click  or right-click and and select the Move to Archive option.
    When you archive a project, it will be moved to the Archived Projects section. You can archive and un-archive projects.

Trash a Project

  1. Navigate to Projects in the left navigation panel.
  2. Hover over a project.
  3. Click  or right-click and and select Trash Project. 
  4. Confirm your action.
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 Recycle bin tab. This action is permanent.

Restore Projects

  1. Click Projects in the left navigation panel.
  2. Click the Recycle Bin tab.
  3. Click restore icon () in the specific project 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 the Recycle Bin tab.
  3. Click to delete the specific 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.

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

Export Projects 

Users can export projects from the list view.
  1. Click the Projects tab in the left navigation panel.
  2. Click in the upper-right corner and click Export Projects.
  3. Select the file type (XLXS or CSV).
  4. Select the fields that need to be exported.
  5. 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 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


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    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 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

                                                                                                              • 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. ...
                                                                                                              • 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 both checklists and templates that can be used for any of your tasks and ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

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



                                                                                                                  eBooks

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



                                                                                                                  Webinars

                                                                                                                  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