Projects

The Projects view is the place in the software that lists all projects in the database. The view also displays summary information on each project. From this view, you can select a project and edit or view details such as its assignments, budgets, team members, etc.

 

In this topic... (Manage Projects)

 

Navigating the view

Creating a new project

Project Alerts

Editing/Reviewing a project's details

Exporting the project list

 

Navigating the view

ClosedHow to navigate and search the view

 

All projects in the database are displayed in this view.

 

SORT - You can sort the list by clicking on a specific column header's name. The column used for sorting is identified with a small arrow next to that column's name. You can sort up (A-Z, 0-9) or down.


 

 

SEARCH

Use the search box to locate a specific item in the view. The search looks for matching data in the displayed columns (excluding dates).

  • Type in the text and press Enter to return any data that includes the text entered. Do not enter wildcards as these are automatically used.

  • Click the graphic to clear the search parameters and return to the full list.

  • To search only in a particular column, type the column name followed by a colon (:) and then the term you want to find

    • Example: Type  group: support to only display the items in the view that have a group that includes the term 'support'

 

 

 

Creating a new  project

Click the Create Project button at the top right to start the process. Instructions for creating a project are found in the All about Projects help topic.

 

 

Project Alerts

 

The Alerts column at the left shows the Project Alert status for each project - if any are set.

 

Clicking on a project's alert status graphic brings up an screen detailing the alert. Project alerts are created in each project's Project Alert section.

 

 

Editing a project

 

You can review or edit a project's assignments, budgets, costs, etc. by clicking the project's Edit button located at the right side of the view. See All about Projects for complete project details.

 

 

 

Warning Symbols

 

At the far right of each project row, a Warning symbol is displayed for any project that is missing some details. These missing details could be hourly rates, budgeted hours, etc.

 

 

 

Exporting the list

 

The Export button allows you to export/save the view's list in one of many formats (PDF, xlsx, csv, etc.). The exported file only includes those items checked in the view. If something is not displayed in the list, it is likely because the Search function was used to reduce the items in the view.

  1. Check the items to export.

  2. Click the Export button located above the list of items.

  3. Select the file format (PDF, xlsx, csv, etc).

  4. Depending on which web browser you are using, the file is automatically downloaded or you are prompted with Download/Open, Save or Save As options. Select one to complete the export/save process.