Navigating: Projects

Navigate through Projects and easily access all of your projects.

Navigating Projects

navig project

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).



Note: If the permission level is Controller or Manager, the team member has to be invited/added to the project to have access to it. Only Admins see all the projects in the company regardless. Others have to be part of the team of that project.