Access your Projects - General Contractors

The "Projects" screen provides an overview of all the projects with which you are affiliated. These include:

• Projects that you handle as the project manager.
• Projects where you are listed as an associate or team member, assigned by the project manager.

The table presents a concise summary of key project details, enabling you to quickly view essential information. This interface serves as your gateway to the individual project management consoles, where you can manage each project's specific activities and tasks.

• To return to the "Projects" screen from any other part of the platform:
  • Click the main menu at the top-left and click 'Project'
  • Click 'My projects'> 'Project List' on the left

The 'Default View' shows all the standard columns. However, you have the flexibility to customize the table by removing unwanted columns and re-arranging the columns in the order you want to view. Additionally, you can save your customizations as a personalized view to quickly access your preferred table layout in the future. See Customize Columns in List Views for more details. Following is the list of all possible columns:

• Project- The name of the project.  
  • Click on the name of a project to open its project management console in the same browser tab
    •  See The Project Management Console – Main interface for more details on this interface.
• Progress - The current completion status of the project
• Budget - The total approved financial plan or estimated cost allocated for the entire project
• Actual Cost to Date - The total amount that has been spent or incurred on the project from its start up to the current date.
• Unbilled -  The total value of the work completed or expenses incurred on the project that have not yet been invoiced.
• Change Order - The total number of approved modifications to the original project scope, contract amount, or schedule.
• Open RFIs - The total number of Requests for Information (RFIs) that are currently active and awaiting a response
• Open Submittals - The total number of pending documents, shop drawings, or material samples etc. that are yet to be  submitted or waiting for the architect or engineer approval.
• Building Type - The classification of the building, depending on its occupancy and use, whether it is residential, commercial, educational, etc.
• Predicted End Date - The forecasted completion date of the project, calculated based on the current progress, schedule adjustments, and remaining tasks.

Click at the top right to create a new project. See Create a project for more details.

See the following pages for more details:

• Create a Project
• Edit Project details
• Request Access to New Projects
• Manage Project Access Requests
• Accept Invitations to Collaborate

Search, Filter, and Sorting Options
Click the magnifier icon and use the 'Search' box located at the top left to find an entry using any value from the table as search criteria 
Click any column header to sort the rows in ascending or descending order based on that column's data.
Click the cog wheel icon at the top right to adjust the display density and customize the display and order of the columns. See Customize Columns in List Views.
The options at the top left allow you to filter the entries, create nested groups of entries, highlight cells and manage personalized and customized views of the table. Use the links below to learn more:
Filter Options in List Views
Highlight Cells in List Views
Group and Organize Items in a List View
Manage Custom List Views
Download as Excel Sheet
Click the 'Download' icon at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details