Projects Overview

The Projects module is where you track active and completed work. Open it from Projects in the sidebar. The list shows every project with its number, status, and key dates, and you can switch between three layouts.

Choose a view

The toolbar has a view toggle at the top right. Your choice is remembered the next time you open the list.

• Table – a dense row-per-project table. This is the default. Select rows to delete in bulk.
• Card – projects as a grid of cards.
• Kanban – projects as cards grouped into status columns. Drag a card to another column to change its status.

Note

On a phone the toggle is hidden and the list always uses Card view.

Find a project

The toolbar above the list has:

• Search – match on project name, number, or description.
• All Statuses – filter to one or more statuses.
• Last activity – narrow to projects touched recently (All time by default).
• Sort – Newest first, Recently updated, Value: high to low, Value: low to high, Expected end: soonest, or Name (A-Z).

The subtitle under the title summarizes the list, for example “8 active, 3 planning – Total: $1.2M”.

Project statuses

A project moves through six statuses:

• Planning – scoped but not started.
• In Progress – active work.
• On Hold – paused.
• Closeout – wrapping up punch list and paperwork.
• Completed – finished.
• Cancelled – stopped before completion.

In Kanban view, drag a card between columns to update its status. In Card or Table view, use the row menu’s Move to Status option.

Create a project

1. Start a new project. Click New Project. A form opens in a dialog.

2. Enter the details. Give the project a name and set its type, status, and dates. If you have project templates, you can pick one under Start from template.

3. Save. The project is created and opens on its detail page.

Note

Role required: Company Admin, Manager, or Member. Field Crew and Viewer can open projects but cannot create them.

Inside a project

A project detail page is organized into five tabs:

• Overview – name, customer, type, status, dates, and the contract and billing picture.
• Plan – Phases & Tasks, the work breakdown, with a List and a Gantt view.
• Money – the project’s Invoices, Change Orders, and Pay Apps.
• Field – the project’s Site Logs and Time.
• Files – Documents attached to the project, the Comments thread, and the Activity history.

The sections inside Money and Field show a live count of their records, such as Change Orders (2). You see the Money tab only if your role can view change orders, pay apps, or invoices.

What’s next

• Phases and tasks – break the work down and schedule it.
• Project templates – reuse a phase-and-task structure.
• Documents, comments, and activity – collaborate on a project.