Project Menu
The Project menu provides a range of options for viewing, searching and creating Projects.
To view the menu, go to ServiceTrack > Projects.
| Option | Description |
|---|---|
| Project Templates | Displays a list of Project Templates. |
| Open Projects | Displays a list of projects with the 'Open' status. |
| Closed Projects | Displays a list of projects with the 'Closed' status. |
| Create Project | The fastest way to create a project manually. |
| Create Project Template | Create a Project Template. Suitable for recurring projects. |
| Search Projects | Search for projects by name, project number, reference number, client name or stage name. |
| Search Project Templates | Search for templates by name, number, reference number, client name or stage name. |
Project List
To access your list of projects, go to ServiceTrack > Projects > Open Projects.
To view a Project, click on the Project name.
| Column Label | Description |
|---|---|
| PN | The Project Number (generated on project creation). |
| Project | The Project name. Click to view a Project. |
| Ref No. | The Project Reference Number (generated on project creation). |
| Cust. ON | The customer order number entered against the entire project. |
| Client | The company (or individual) for the project. |
| Start Date | An informational field for the start date of this project. |
| Type | The Project Type entered against the project. |
| Manager | The user within your organisation managing this project. |
| Status | Shows either 'Open' or 'Closed'. |
| Substatus | Set up project substatuses in Site Admin to provide more detail about the status of a Project. |
If you have access to multiple Business Units, you will have an additional filter at the top of the screen to display further options:
| Filter option | Description |
|---|---|
| This Business Unit Only | Only displays projects that are part of the selected business unit. |
| Include Child Business Units | Displays projects that are part of the selected business unit, as well as child business units. An additional Owner heading field will display. |
| Include All Business Units | Displays projects for all business units. An additional Owner heading field will display. |
Search for projects
Simply enter a keyword (min. 3 characters) into the search field and click Search.
Reorder Columns
You can reorder each of the columns to suit your preference by clicking and dragging a column heading and moving it across the page. AroFlo will save this order.
To return to the AroFlo default column order, click the 
(Default Ordering) icon.
Create Project
The Create Project button will take you to the Create Project screen in the same way as if you use the Create > Project main menu option.