Projects > List View

All projects, whether historic, current or bid projects are accessible via the Projects > List View menu.

If no filters are applied, the Projects > List View will open in the standard format.

The following fields are available in the Standard view:

• Project Name
• Project Code
• Client
• Project Owner
• Project Manager
• Project Type
• Department
• Start Date
• End Date
• Project State
  • Open/Closed

The following fields are available in the Financial view.

• Project Name
• Project Code
• Client
• Invoiced
  • The total of invoices with a status of Sent/Part-Paid or Paid.
• Time Costs
  • The total cost of time logged to the project.
• Expense Costs
  • The total cost of expenses logged to the project.
• Total Costs
  • The sum of Time Costs and Expense Costs.
• Profit
  • The sum of all Invoiced amounts minus Total Costs.
• Margin
  • The Margin is calculated by:
    • ((Invoiced - Total Costs)/Total Costs)*100

Project > List View Filters

You can locate required projects using the Quick Filter option or define project filters you require.

For information on widgets and configuration of the Project List Screen their is now a tutorial here: Project List View.mp4

Note: see Navigation and Data Entry > List View Filtering for help on how to use filtering on the page.

Opening a Project

To open a project, click on the project name.

This will open the Project > Summary screen.

Creating a New Project

To create a new project.

1. Click the button.

2. Select how you want to create the new project:

1. • From scratch – All fields in the new project will be blank and will need to be entered manually.

   • From a template – Properties will be copied either from a template project or an existing project.

   • From a file – Properties will be imported from a Microsoft Project file.

3. Click Next.

4. Ensure each field marked with an asterisk is completed as a minimum. (See Adding summary details for help on these fields)

5. Click Save

Export to CSV

To export all projects that appear on screen, select the export to CSV option.

 The CSV export will show the:

• Project Name

• Project Code

• Client

• Project Owner

• Project Manager

• Start Date

• End Date

• Project State

  • Open/Closed

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