Project List View

The Project List View allows Technicians and Requesters to track and manage all the projects at one place. Here, you can view all the available projects in the system and act upon them.

The page provides the following features:

1. Filter: You can filter the project list by clicking the desired option. E.g.: If ‘All Open Projects’ is selected, the grid displays all the projects with open status.
2. Search: You can look for a specific project by searching them. The search is a faceted search and allows you to find with specific criteria. You can find more details in the search section.
3. Export: You can export the projects list.
4. Refresh: You can refresh the project list. This is useful when multiple people are working on the project and contents are updated frequently.
5. Column Selection: You can personalize the columns of the list page. The unselected columns will remain hidden in the grid.
6. Grid: You can view the details of the projects. Also, you can change certain details from here.
7. View Details Page: You can click the Name to view the Project Details page.
8. View Details Page in a new tab: You can click the arrow icon next to the Name to view the details page in a new tab.

The Grid

The Grid displays the details as per the columns selected using the Column Selection button as shown below.

The default details are:

• Name: The name of the project.
• Status: The current status of the project. The values are: Open, In Planning, Implementation, and Closed.
• Priority: The priority of the project. The values are Low, Medium, High, and Urgent.
• Owner: The project owner name. If the project is not assigned to anyone, the column will show ‘Unassigned’
• Project Start Date: The date on which the project started.
• Project End Date: The date on which the project will end.
• Assigned to: Name of the person to which the project is assigned.

You can also select other columns to be viewed in the grid later and set their values.

Export Projects

You can export the details of any project in CSV and Excel format.

To do so,

1. Select the desired projects to be exported.
2. Click the Export button and a popup appears. If no project is selected, all the added project details would be included.
3. Select the format as CSV or Excel.
4. Select the desired fields to be included in the file.
5. Click Export and the link to download the file is sent via an email.

Bulk Actions

You can quickly perform the same action for multiple projects using the Take Action dropdown on the List Page as shown below. The multiple actions available are Update and Archive.

• Update: This option helps you to make changes to any of the field associated with the project directly. If you want to update the same field for multiple projects,

1. Select the desired projects.
2. Click on the Take Action dropdown.
3. Select the Update option. A popup appears. It displays all the common fields that can be updated in one go.
4. Edit the required fields.
5. Click Update.

• Archive: This option allows you to archive multiple projects on a single go. All the archived projects can be seen using the pre-defined filters available and restored too in future.