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.

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

This section lists the projects that have been archived.

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 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

Navigate to Projects in the left navigation panel.
Hover over a project.
Click or right-click and and select Trash Project.
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 Trashed Projects view. This action is permanent.

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.

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