Projects Module

Use the Projects Module to plan, organize, and manage your work in one place. It helps teams stay on track, collaborate easily, and keep everything related to a project in order.

Accessing the Projects Module

Click Projects from the main menu.

⚠️ If the tab is greyed out, your user account doesn’t have permission to view or edit Projects.

Projects Page Overview

The Projects page lets you:

• View a list of all your projects
• Create new ones
• Edit or delete existing ones

Projects List

When you open the Projects page, you’ll see a list of all existing projects in a table format.

Columns in the List:

• Number – Project ID
• Project Name – Name of the project
• Customer Name – The customer linked to the project
• Completion % – Shows how much of the project is done, based on its start and end dates

Actions Menu (3 dots)

Click the 3-dot icon at the end of each row to:

• Edit – Make changes to the project
• Delete – Remove the project

Sorting Projects

Click on a column header (like Project Name or Completion %) to sort the list.

Display Options

Choose how many projects to show per page: 10, 25, 50, or 100.
Use the Previous and Next buttons to switch pages.

Add New Project

Click the + Add New button to create a new project.