View Projects

View Projects


To access a project, navigate to Projects. On the displayed page, you can view and track all the projects in which you have a role to play. You can choose a view from the following options:

List View

Compact view that lists details of projects in organized columns.

 

Template View

An extensive view where vital information about the project is summarized in fixed columns.

 


If you are in list view or template view, you can perform the following actions:

  • Hover over the project title to view its summary.

  • Click the projects filter drop-down on the top left corner of the page to personalize the display. You can choose from the following options:

  • All projects

  • Canceled projects

  • Closed projects

  • Completed projects

  • Onhold projects

  • Open projects

  • On the projects filter drop-down list, you can mark your favorite filters and pin them for quick access.

  • Click New Custom View  to define private and public filters. To modify or delete your custom filter, hover over the filter in the drop-down and click or .

  • Click  on the top left to select the project information that you need on display. Use drag and drop process to arrange the columns.

  • Click  to edit, copy, or delete a project. These actions can be performed based on your access permissions.

  • Click and enter keywords in the supported fields to search through the columns in the list view. In the template view, you can set multiple search criteria to search through the projects.

  • Click to limit the number of records to be displayed per page, sort the column, and set a refresh frequency.

Gantt View

Summarizes the project details on a horizontal bar chart.

 


  • Click Gantt View to view the status of projects, milestones, and tasks at a glance.

  • Click the Filter drop-down to limit the display of projects.

  • Use New Custom View  to define new private and public filters. To modify or delete your custom filter, hover over the filter in the drop-down and click the edit or delete icon.

  • Hover over a project to view its summary, and click to modify project details.

  • Click and expand a project to view associated milestones and tasks. Hover over milestones and tasks and click or to modify or delete them.

  • Use Actions besides a project to edit it or add milestones and tasks.

  • Use Time Settings to customize the chart based on scheduled time, actual time, or both.


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