Navigating: Projects

Navigate through Projects and easily access all of your projects.

Navigating Projects

Screen Shot 2019-06-12 at 8.23.05 AM

Starting from the left:

  1. Project Stage Dropdown: (only for Admins, Controllers and Managers) click to view projects based on their stage, whether; Running, Planning, Halted, Done or All.
  2. Eye Icon: Click to add more columns, thereby viewing more information such as approved scope, status, reported, etc. Portfolio/List View: change the view of your projects to either Portfolio or List view to fit your desired preference (portfolio view does not include the eye icon).
  3. Search & Filter: Easily Search for projects either by name, label or other identifiers. Also Filter projects by Project Status, Client, Rate Card, or Label.
  4. New Project: Click to create a brand new project (new projects are automatically set to planning).

 

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