Project Page

The Project Page provides a comprehensive overview of the project.

• Top Left Corner: Project information, including the Portfolio name and color, Project name and color, Project number, Project client.

• View Buttons: Switch between different pages within a project, such as Tasks, Notes, Info, Budget, and Schedule. These buttons control what content is visible on the Project Page. The default view for new projects can be configured in org settings > standards > projects

• Top Right Corner: Manage members button and the number of team members and the most recent project updates and activities.

  Learn more about Managing Project Members

  Learn more about Project Updates

This layout ensures easy navigation and access to crucial project details and management features.

Project Color

1. Click on the color dot next to the Project title, or click on the three-dot menu and select the Set Project Color option.

   

2. Select a color from the menu.

   

3. The Project color will update, and this color will be used to display Work Plans, Phases, and Work Categories bars, in Reports, etc...

   

Project Info

Click the Info icon to open Project Info Modal

Learn more about Project Info Modal

Project Linking Icon

Next to the info button, you will see the Project linking icon. This icon shows if the Project is linked to an integration or not. Hover on the icon to get more information.

Click Click to View integration button on the tooltip will take you to Org Settings > Integrations tab or Org Settings > Import tab if it's linked to CSV import. Only admins have access to these pages.

Set Project Priority

Click the flag icon to set the priority of the Project. Choose from the following priority levels:

• High (Red Flag)

• Medium (Yellow Flag)

• Low (Gray Flag)

• None (No Flag)

This information will be showing on the following pages:

The priority of the Project will be displayed on the following pages:

• Home > Project Page – Displays all Projects that the user is a Member of.

  

• Member Modal > Projects Tab on the Members Page – Lists all Projects that the selected Member is a part of.

  

• All Projects Report – Allows selecting and viewing specific Projects.

  

Favoriate a Project

Favorite a project by clicking on the star icon next to the Project name; the star will turn yellow once favorited.

This button is also available in the Project Drawer and on the Portfolio Page.

Project Menu

Click the three-dot on the Project, you will see a menu of actions you can perform:

• Edit Project info

• Manage Members

• Set Project Color

• Download

• Import

• Clone Project

• Archive Project

• Delete Project

Customize Project Views

Click +View button to show or hide different project tabs, click Done to save it. For all the showing tabs, you can drag them to re-order on the Edit Views menu.

• Tasks: Show all the tasks of the Project, can group by Task List or Phases

• Notes: Show all notes related to the Project

• Info: Display essential information and details, including portfolio name, client, description, regions, offices and currency.

• Schedule: Show the Project timeline, including Phase, Milestone and Task dates.

• Budget: Present the budget overview of the Project, including fees, budget amount, actual spent and planned time and amount.

• Scope: List the project scope in the Project.