Projects List

Updated on July 19th, 2024

Table of Contents

The Projects menu has a range of options for viewing, searching and creating Projects.

To view the menu, go to Workflow > Projects.

Option	Description
Project Templates	Go to your list of Project Templates.
Open Projects	Opens a list of projects with the 'Open' status.
Closed Projects	Opens a list of projects with the 'Closed' status.
Create Project	Create a project manually.
Create Project Template	Create a Project Template. Suitable for recurring projects.
Search Projects	Search for projects by name, project number, reference number, client name or stage name.
Search Project Templates	Search for templates by name, number, reference number, client name or stage name.

Go to Workflow > Projects > Open Projects (or simply Workflow > Projects > Open) to access your list of open projects.

Click on a Project name to view the Project.

Columns explained

Column Label	Description
PN	The Project Number (generated on project creation).
Project	The Project name. Click to view a Project.
Ref No.	The Project Reference Number (generated on project creation).
Cust. ON	The customer order number entered against the entire project.
Client	The company (or individual) for the project.
Start Date	An informational field for the start date of this project.
Type	The Project Type entered against the project.
Manager	The user within your organisation managing this project.
Status	The Project status: either 'Open' or 'Closed'.
Substatus	The Project substatus. Set up project substatuses in Site Admin to provide more detail about the status of a Project.

If you have access to multiple Business Units, you'll have an additional filter at the top of the screen giving you further options:

Filter option	Description
This Business Unit Only	Only displays projects that are part of the selected business unit.
Include Child Business Units	Displays projects that are part of the selected business unit, as well as child business units. An additional Owner heading field will display. Show me
Include All Business Units	Displays projects for all business units. An additional Owner heading field will display. Show me

Option	Description
Search	Search projects via Project Name, Project Number, Ref No, Client Name, or Stage Name. Simply enter a keyword (min. 3 characters) into the search field and click Search.
Project status dropdown	Switch between Open, Closed, or All Projects.
Reorder Columns	Click and drag column headers to reorder them to suit your preference. If you want to return to the default ordering, click (A-Z).
Create Project	Click Create Project to create a project manually, same as within the main menu.

Projects - Overview Create a Project View a Project Edit a Project Projects List Project Progress Project Substatuses Project Retentions Project Budgets Project Reports Project Task Variations in AroFlo Office Project Templates Delete a Project