Project List
Purpose of the Project List
The Project List section is used to view and navigate projects that the user has access to.
In this section you can:
- view the list of projects;
- search and filter projects;
- create new projects;
- open a project card for further work.
How to Open the Project List
- In the left menu of the system, select the Projects module.
- Go to Project List.
After that, the screen with the list of projects within the available workspaces will open.
Selecting and Managing a Workspace
At the top of the screen there is a Workspace dropdown list.
Only the workspaces that the user has access to are displayed in the list.
When working with the workspace list you can:
- select one or several workspaces by checking them. The project list will update automatically;
- use the search field to find a workspace by name;
-
click the gear icon next to a workspace name to open its settings
(available only to users with the appropriate permissions).
At the bottom of the workspace list there is a Create Workspace button that allows you to create a new workspace.
The selected workspaces determine which projects are displayed in the table.
Projects Table
The main part of the screen is a table containing the list of projects from the selected workspaces.
The table may include the following columns:
- Project Name
- Project Code - used to identify the project in external systems if the project has an internal or external number
- Project Status
- Start Date (Planned)
- End Date (Planned)
- Start Date (Actual)
- End Date (Actual)
- Project Author
- Description
- Workspace
In the last column of each project row there are two buttons:
-
Gear icon - used to configure which columns are displayed in the table. In the window that opens you can select the required columns using checkboxes and click Apply or Reset.
-
Three dots icon - opens the project action menu where you can open or delete the project (deletion is available only to users with the appropriate permissions).
Project Search and Filtering
Above the table there is a search and filter panel.
Using it you can:
- find a project by name;
- filter projects by status;
- apply filters by dates, participants, author, and other parameters.
After setting the required conditions, click Apply for the filters to take effect.
To clear all conditions, use the reset filters button.
Updating Data in the Table
Editing project information (project name, project code, dates, description, and other parameters) is performed in the project card on the General Information tab.
After saving changes in the project card, the updated data will automatically appear in the Project List table.
Additional Actions
At the top of the screen you may also see the following buttons:
- XLS - used to export a project report;
- Mailing - used to start an unscheduled email notification.