Managing a Project

Managing a Project allows users to control a project from New to Completed. Each status in the Project Lifecycle evolves around using the features and functionalities to successfully manage a project. Managing a Project involves around:

• Adding tasks.
• Approving budgets.
• Approving projects.
• Updating notes.
• Tracking attachments.
• New cost metrics reviewing.
• Marking projects as completed.

Managing Projects from the Projects Tab

To assist with managing a project, you can view projects on the Projects Tab by:

• Filter: You can view projects by Project ID or select which columns you want to view.
• Sort: Using the Original Cost Estimated range to find projects. 
• Search: Typing in keywords for a project. 
• Starred: Star projects and use the Starred checkbox to view those projects.
• Projects on Hold: Viewing projects that are on hold. 
• In Progress: Viewing projects in In Progress status.
• Assigned to Me: Viewing projects assigned to a project manager. 

As projects are added, using these features can help find a specific project. This allows you to hone in on projects you deem necessary to review. For example, when filtering projects, you can view projects by Project ID or select which columns you want to view. You can Star the projects that you want to review more closely. The drop-down arrows can show projects in a particular Status or Project Type. There are projects that have certain cost estimates and you can search projects cost estimate ranges.