Projects
Find and sort projects
The Projects page shows every project you can see as a List, Board or Timeline. Switch the status (Active, All, Planning, On hold, Completed or Archived), use quick views like Mine or Behind, and group by community, status or superintendent.
Layouts
- List: a row per project. In Display, group by Community, Status, Superintendent or None.
- Board: a column per status. Drag a card to change its status (with Undo), or use Move to… in the card's … menu.
- Timeline: every project as a bar. Sort by Start, Health or Finish. A project's … menu has Shift schedule… to move all its open tasks by a number of workdays.
Status
Click the status next to Projects at the top to switch. Active covers Planning, Preconstruction and Active jobs, and Completed covers Completed and Closed. List and Timeline start on Active; Board shows every status.
Quick views and filters
- Homes or Commercial.
- Mine: projects you're on the team of.
- Behind: projects running late. See Why is a task late or at risk?
- Starting this month, and on the Timeline, Starting this quarter.
- Filters narrows the page to one community.
Field and Viewer people only see the projects they've been added to. If someone can't find a project, add them from its Team tab. See Add people to a project.
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Related articles
- Project statuses and archivingA project is Planning, Preconstruction, Active, On hold, Completed or Closed. Change it with Status on the project's Overview, or drag it on the Projects board. Archive finished jobs to clear them from your lists, and restore them any time from Projects › Archived.
- Why is a task late or at risk?A task is Late when it isn't done and its finish date has passed. It's At risk when it's blocked, has started but is 25 or more points behind where it should be, or its start date has passed and it hasn't started. Days are counted in workdays.
- Add people to a projectOpen the project's Team tab, click Add from your company, pick the people and their job on this project, and add them. Field and Viewer people only see projects they're on, so add your superintendent and crew here.
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