Project List & Filters
View all projects with summary tiles, filter by status and date, and open project records.
The Project List is the central view of every project, with summary tiles above the table and filters for narrowing the list.
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Project List Columns
| Column | Description |
|---|---|
| Code | Project code generated when the project is created |
| Name | Project name, opens the project record |
| Client | Client the project belongs to |
| Department | Departments assigned to the project |
| Manager | Project manager or RM assigned to the project |
| Start Date | Date the project begins |
| Status | Record status of the project |
| Action | Edit, delete, and view controls |
Available Actions
| Action | Description |
|---|---|
| Edit | Opens the project for updating |
| Delete | Removes the project from the list |
| View | Opens the Project Details screen |
How to Filter the List
- Open Project List.
- Use Search Project to find a project by name.
- Use Select Status to narrow the list by status.
- Set a Start date and End date range to filter by project dates.
Reading the List
- Projects with no client, department, or manager assigned show - - in that column.
- Where several departments are assigned, the column lists them together and shortens long values.
- Click the project Name or the View icon to open the full record.
Use the summary tiles as a quick check before filtering. They show how many projects sit in each work status and billing type across the whole list.