The Project List screen shows you a complete list of Projects on the Software at a high level. From this screen, you can also navigate to a specific project to see further information.
View of All Projects
Head to Project Management > Project List. From here, you can then filter your view of Projects by:
- My/All
- My = Projects that you're named against - default view
- All = All Projects on the system
- Active/Completed
- Active = Projects that are live - default view
- Completed = Projects that have been marked as completed
- Organisations - filter by specific organisations assigned to a project
- Search - you can search by keywords in a Projects title
Based on your filter, you can see the following (some fields may require you to select from the 'Column' picker):
- Number# = Project Number
- Title = Project Title
- Organisation
- Project Manager
- Total Approved = Total of all approved costs in jobs within that project
- Total Unapproved = Total of all unapproved costs in jobs within that project
- Approved Over/Under* = Total of all approved over/under costs in jobs within that project
- Unapproved Over/Under* = Total of all unapproved over/under costs in jobs within that project
- Jobs
- Account
- Completed
At the bottom of the table, you will be able to see the grand total of Total Approved, Total Unapproved, Approved Over/Under*, and Unapproved Over/Under* for all filtered Projects.
You can then export this view in an Excel or PDF layout (note the Grand total will not show)
*Over/Under will only appear if you have costs set-up to make use of this feature. Please contact the Support team if you would like to utilise this functionality.
View within a specific Project:
If you click into a project, you can then view more information about that project - this includes all the jobs listed within it and a breakdown of cost totals specific to that project.
Within the 'Jobs in Projects' section, you can use the search bar to find a job by name/job number/ filter the list.
You can then see the following against each job that falls under that specific project:
- Number# = Job Number
- Title = Job name/title
- Total Approved = Total of all approved costs in that specific job
- Total Unapproved = Total of all unapproved costs in jobs n that specific job
- Approved Over/Under* = Total of all approved over/under costs n that specific job
- Unapproved Over/Under* = Total of all unapproved over/under costs n that specific job in jobs within that project
- Start Date
- End Date
- Client Organisation
- Project Manager
- Status: Live/Completed/Cancelled/ Tentative
At the bottom of the table, you will be able to see the grand total of Total Approved, Total Unapproved, Approved Over/Under, and Unapproved Over/Under for all filtered Jobs.
You can then export this view in an Excel or PDF layout (note the Grand total will not show).
*Over/Under will only appear if you have costs set-up to make use of this feature. Please contact the Support team if you would like to utilise this functionality.
See here for information on how to add/close/complete Projects.