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.


  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

  • 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This section lists the projects that have been archived.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.

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.

    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

                                      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

                                                                                                        • 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 ...
                                                                                                        • Task List View

                                                                                                          The Task List view in Zoho Projects provides an easy-to-use interface for viewing, adding, editing, and managing tasks directly within the view. It allows task grouping and sorting, as well as viewing task details, while also providing customizable ...
                                                                                                        • Issue List View

                                                                                                          The Issue List View in Zoho Projects provides a clear and organized display of project issues, allowing you to view, manage, and edit issue details efficiently. It presents all issue fields as columns, making it easy to oversee and modify issue ...
                                                                                                          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