Projects List

Learn how to navigate the project list

Updated on July 19th, 2024

Projects Menu

The Projects menu has a range of options for viewing, searching and creating Projects.

To view the menu, go to Workflow Projects.

Option
Description
Project Templates

Go to your list of Project Templates.

Open Projects Opens a list of projects with the 'Open' status.
Closed Projects Opens a list of projects with the 'Closed' status.
Create Project 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.

 

Projects List

Go to Workflow > Projects > Open Projects (or simply Workflow > Projects > Open) to access your list of open projects.

Click on a Project name to view the Project.

Columns explained

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 The Project status: either 'Open' or 'Closed'.
Substatus The Project substatus. Set up project substatuses in Site Admin to provide more detail about the status of a Project.
 
 

Business Units filter

If you have access to multiple Business Units, you'll have an additional filter at the top of the screen giving you 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.

Show me

 
 
Include All Business Units

Displays projects for all business units. An additional Owner heading field will display.

Show me

 
 
 
 
 

 

List Options

Option Description
Search Search projects via Project Name, Project Number, Ref No, Client Name, or Stage Name. Simply enter a keyword (min. 3 characters) into the search field and click Search.
Project status dropdown Switch between Open, Closed, or All Projects.
Reorder Columns Click and drag column headers to reorder them to suit your preference. If you want to return to the default ordering, click (A-Z).
Create Project Click Create Project to create a project manually, same as within the main menu.