📊 Project Dashboard
Overview
The Project Dashboard provides a comprehensive overview of all your projects, key metrics, and quick access to important information.
Dashboard Components
Summary Statistics
Key metrics displayed as cards:
- Total Projects
- Active Projects
- Completed Projects
- Overdue Projects
Charts & Visualizations
Visual representations of:
- Project status distribution
- Timeline views
- Resource allocation
Recent Activities
List of recent project activities and updates
Quick Actions
Shortcuts to common tasks like creating new projects
Accessing the Dashboard
📋 Project List
Understanding the Project List Page
The Project List page is your main interface for viewing and managing all projects. You can access it via Project → Project List.
Page Header Features
The top of the Project List page contains several important controls:
| Element | Location | Function |
|---|---|---|
| Team Filter | Left side | Dropdown to select which team's projects to view. You can select multiple teams. |
| Status Filter | Left side | Filter by: All, Active, Archived, My Projects, Favorite |
| Sort Options | Left side | Sort by: Due Date, Est Start Date, Created Date, A-Z (with up/down arrow) |
| Date Range | Right side | Calendar picker to filter projects by date range |
| Search Box | Right side | Text input to search projects by name or other criteria |
| Grid/List Toggle | Right side | Switch between grid card view and list table view |
| Create Project Button | Right side | Opens the project creation sidebar |
Understanding Project Cards (Grid View)
In grid view, each project is displayed as a card showing:
Card Header
- Project initial badge (colored circle)
- Project name (clickable link)
- Archive toggle switch
- Options menu (three dots)
Card Body
- Account name (tag)
- Due date indicator
- Project summary/description
- Key project details
- Task and hour statistics
Card Footer
- Progress indicator
- Completion percentage
Understanding Project Table (List View)
In list view, projects are displayed in a table format with columns:
| Column | Description |
|---|---|
| Name | Project name (clickable to view details) |
| Account | Associated account/client name |
| Status | Current project status |
| Start Date | Project start date |
| Due Date | Project completion due date |
| Progress | Visual progress bar |
| Actions | Dropdown menu with edit, delete, archive options |
➕ Creating a New Project
Step-by-Step Creation Process
Step 1: Open the Create Project Sidebar
Step 2: Fill Required Fields
These fields are mandatory and must be filled before you can create the project:
Enter a descriptive name for your project. This should clearly identify the project.
Best Practice: Use a format like "Client Name - Project Type" (e.g., "ABC Corp - Website Redesign")
Select the team that will be responsible for this project. This determines which employees can be assigned.
How to Select: Click the dropdown and choose from available teams. Only teams you have access to will be shown.
Select when the project is expected to begin.
How to Select: Click the date field to open a calendar picker. Navigate to the desired month/year and click the date.
Select when the project is expected to be completed.
Important: This date should be after the start date. The system will warn you if dates are invalid.
Step 3: Fill Optional Fields
These fields provide additional project information but are not required:
If this project is linked to a purchase order, select it from the dropdown. This will auto-populate some fields.
When to Use: If your organization uses purchase orders for project authorization.
Enter the proposal number if this project originated from a proposal.
Format: Alphanumeric (e.g., "PROP-2024-001")
Enter the order book reference if applicable.
Select or create the client account this project belongs to.
How to Select: Use the dropdown to search and select an existing account, or create a new one if you have permissions.
Select a project category (e.g., "Web Development", "Consulting", "Support").
Note: Available categories depend on your organization's configuration.
Select the type of project (e.g., "Fixed Price", "Time & Materials").
Additional type classification (varies by organization).
Enter the project location (e.g., "Remote", "Onsite - New York", "Hybrid").
Select the client partner or account manager responsible for this client.
Enter a detailed description of the project, its objectives, and scope.
Best Practice: Include key deliverables, timeline highlights, and important notes.
Step 4: Configure Project Estimates
If your organization uses project estimates, you can configure them here:
Add estimates by service line (e.g., "Development", "Design", "Testing").
How to Add:
- Click "Add Estimate" or similar button
- Select service line from dropdown
- Enter estimated hours
- Add team member estimates if needed
- Click "Add" to save the estimate
Within each service line estimate, you can assign hours to specific team members.
How to Add:
- Expand the service line estimate
- Click "Add Team Estimate"
- Select team member
- Enter their estimated hours
- Save
Step 5: Configure Access Restrictions (If Available)
Some organizations allow you to restrict who can view/edit the project:
Control who can create and view tasks within this project.
Options:
- Open: All team members can create/view tasks
- Restricted: Only assigned members can create/view tasks
Step 6: Review and Submit
- Keep me open: Check this if you want to create multiple projects
- Keep Data: (If "Keep me open" is checked) Keep form data for next project
- You'll see a success notification
- The sidebar will close (unless "Keep me open" was checked)
- The new project will appear in your project list
Creating from Purchase Order
If your project is linked to a purchase order:
📝 Project Fields - Complete Reference
Field Descriptions and Usage
| Field Name | Required | Type | Description & Usage |
|---|---|---|---|
| Project Name | ✅ Yes | Text | Unique identifier for the project. Should be descriptive and follow your organization's naming convention. |
| User Team | ✅ Yes | Dropdown | The team/department responsible for the project. Determines available employees and access. |
| Est. Start Date | ✅ Yes | Date | When work on the project is expected to begin. Used for planning and reporting. |
| Est. Completion Date | ✅ Yes | Date | When the project is expected to be completed. Must be after start date. |
| Purchase Order | ❌ No | Dropdown | Link to a purchase order if project is PO-based. Auto-fills related fields. |
| Proposal Number | ❌ No | Text | Reference to the proposal that led to this project. |
| Order Book Ref No | ❌ No | Text | Reference number from your order book system. |
| Account | ❌ No | Dropdown | Client account this project belongs to. Can create new account if needed. |
| Category | ❌ No | Dropdown | Project category for classification and reporting. |
| Project Type | ❌ No | Dropdown | Type classification (e.g., Fixed Price, T&M). |
| Type | ❌ No | Dropdown | Additional type classification. |
| Location | ❌ No | Text | Physical or virtual location of project work. |
| Client Partner | ❌ No | Dropdown | Account manager or partner responsible for client relationship. |
| Summary | ❌ No | Text Area | Detailed project description, objectives, and scope. |
| Code | ❌ No | Text | Auto-generated project code (usually PRJ + timestamp). Can be customized. |
Field Validation Rules
- Project Name must be unique within your organization
- Completion Date must be after Start Date
- Some fields may have character limits
- Date fields must be valid dates
✏️ Editing Projects
How to Edit an Existing Project
Method 1: From Project List
Method 2: From Project Details
What Can Be Edited
Most project fields can be edited, including:
- Project name
- Dates (start and completion)
- Account
- Category, Type, Location
- Summary/Description
- Team assignments
- Estimates
What Cannot Be Edited
Some fields may be locked after creation:
- Project Code (if auto-generated)
- Created Date
- Created By
- Some system fields
Effective Date for Updates
When editing a project, you may see an "Effective Date" option:
This allows you to specify when the changes should take effect. Useful for planning future changes.
How to Use: Check "Effective Date" checkbox and select a future date. Changes will be applied on that date.
👁️ Viewing Project Details
Opening Project Details
Project Details Page Structure
The project details page is organized into several tabs/sections:
1. General Tab
Shows all basic project information:
- Project name and code
- Status and dates
- Account information
- Team assignments
- Project summary
- Key project details (category, type, location, etc.)
- Progress indicators
- Task and hour statistics
2. Deliverables Tab
Shows all tasks/deliverables for this project:
- List of all tasks
- Task status
- Assigned team members
- Due dates
- Progress on each task
- Options to create, edit, or delete tasks
3. Team Tab
Shows team members assigned to the project:
- List of team members
- Their roles
- Time allocations
- Options to add/remove team members
4. Estimates Tab
Displays project estimates:
- Service line estimates
- Team member estimates
- Estimated vs actual hours
- Options to add or modify estimates
5. Activity Tab
Shows project activity timeline:
- Recent activities
- Changes and updates
- Comments and notes
- Chronological activity log
6. Calendar Tab
Calendar view of project timeline:
- Project start and end dates
- Task due dates
- Milestones
- Team member availability
7. Files Tab
Project-related files and documents:
- Uploaded documents
- File organization
- Download options
8. Feedback Tab
Project feedback and reviews:
- Feedback requests
- Submitted feedback
- Feedback templates
Project Details Header Actions
At the top of the project details page, you'll find action buttons:
| Button | Function |
|---|---|
| Edit | Opens edit sidebar to modify project |
| Archive | Toggles archive status |
| Delete | Marks project for deletion |
| Favorite | Adds/removes from favorites |
| Share | Generates shareable link (if enabled) |
🔍 Filtering & Searching Projects
Using Filters
Status Filter
- ALL: Shows all projects regardless of status
- ACTIVE: Shows only active (in-progress) projects
- ARCHIVED: Shows only archived projects
- MYPROJECTS: Shows only projects you're assigned to
- FAVORITE: Shows only your favorited projects
Sort Options
- Due Date: Sort by completion due date
- Est Start Date: Sort by estimated start date
- Created Date: Sort by when project was created
- A-Z: Sort alphabetically by project name
Team Filter
Date Range Filter
Text Search/Filter
Advanced Search
Some pages offer advanced search with multiple criteria:
Combining Filters
You can combine multiple filters for precise results:
Clearing Filters
To clear all filters and see all projects:
- Reset each filter dropdown to default values
- Clear the search box
- Set date range to "All Time" or clear it
- Refresh the page (F5) to reset everything
📊 Grid vs List View
Switching Between Views
Grid View Advantages
- Visual overview of multiple projects
- See key information at a glance
- Better for browsing and discovery
- Color-coded status indicators
- Progress bars and visual elements
List View Advantages
- More detailed information visible
- Better for sorting and comparing
- Easier to scan specific columns
- More projects visible without scrolling
- Better for bulk operations
📦 Archiving Projects
What is Archiving?
Archiving moves a project out of the active view while preserving all data. Archived projects can be unarchived later if needed.
How to Archive a Project
Method 1: From Grid View
Method 2: From List View
Method 3: From Project Details
Viewing Archived Projects
Unarchiving a Project
🗑️ Deleting Projects
Understanding Delete vs Remove
The system has two deletion-related actions:
Delete
Marks the project as deleted but keeps it in the system. Can be undone.
Use When: You want to hide a project but may need to restore it later.
Remove
Permanently removes the project from the system. Cannot be undone.
Use When: You're certain the project should be completely removed.
How to Delete a Project
Viewing Deleted Projects
Deleted projects may still be visible with a visual indicator (red border, strikethrough, etc.).
Undoing a Delete
Permanently Removing a Project
⭐ Favorites
What are Favorites?
Favorites allow you to mark important projects for quick access. Favorited projects appear when you filter by "FAVORITE".
Adding a Project to Favorites
Viewing Favorite Projects
Removing from Favorites
📋 Duplicating Projects
When to Duplicate
Duplicating is useful when:
- Creating similar projects with minor variations
- Starting a new phase of an existing project
- Creating a template from an existing project
How to Duplicate a Project
What Gets Duplicated
When duplicating, the following are copied:
- All project fields and information
- Team assignments
- Estimates
- Project configuration
What Doesn't Get Duplicated
The following are NOT copied:
- Tasks/Deliverables (you'll need to create new ones)
- Work items and time entries
- Project history and activities
- Files and documents
- Feedback