Applications › Data › Projects

Projects — Data › Projects

Overview

Use Projects to view and organize project records held in the system. Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance users can use this page to locate projects, review their displayed status and related organization details, and work with the appropriate project list.

The page provides views for all projects, archived projects, and planned projects. You can also adjust the list layout to display the information most useful for your role.

Settings

Before working regularly with the project list, set up a layout that presents the project information you need.

Open Data > Projects.

Projects — Data › Projects

To change the columns displayed in the list, select Columns Chooser. Choose the available columns required for your work, such as project name, full name, status, vendor, construction, engineering, or PMC information.
Decide whether to use the standard list design or save a tailored layout:
- Select Standard Layout to return to the standard layout.
- Select Add Layout to create a layout.
- Enter a value in Layout name to identify the layout.
- Select Save to save the layout.
- Select Cancel to leave without saving.
When you are working in an existing saved layout, select Update Current to save changes to that layout. Select Delete Current if the saved layout is no longer required.

Tip: Use a layout name that identifies its business purpose, such as “PM Project Review” or “Finance Project Status”. This makes the correct view easier to select later.

Workflow

Find or create a project record

Open Data > Projects and begin in the project list.

Projects — Data › Projects

To locate an existing project, enter a project name or other known text in Search. Review the resulting list, including the displayed Name, Full name, and Status information.
To start a new project record, select New. Complete the project details in the record screen that opens, then save the record using the available record actions.
If you need to remove a project record from the current context and the action is available, select Delete. Confirm the deletion only after verifying that you have selected the correct project.

Warning: Use Delete carefully. The Projects list can contain active commercial and operational project records, so verify the project name and status before deleting it.

Review all projects

All

The All tab provides the broadest view of project records. Use it when you need to search across the full project population and compare displayed information such as project name, full name, status, and the organizations involved in construction, engineering, PMC, or vendor roles.

Select All when you need to return to the complete project list after reviewing a more specific view. The available controls do not identify an action that moves a project into or out of this tab; this tab shows the overall project list.

Decide whether a project requires an archived view

Archived

The Archived tab contains project records presented as archived. Use this view to review older or inactive project entries separately from the broader list, while still using Search to find a specific project.

Select Archived to work in the archived project view. The available controls do not specify a record action that archives or restores a project, so do not assume that opening this tab changes a project’s status.

Note: Reviewing a project in Archived is a viewing decision. The available screen actions do not establish an archive or restore transition.

Review planned projects

Planned

Projects — Data › Projects

The Planned tab contains projects presented as planned. Use it when you need to focus on upcoming work and identify planned project records by their displayed name, full name, status, and related organization information.

Select the planned tab to review these records. The available controls do not identify an action that moves a project into or out of the planned view; use the tab to view the records already presented there.

Maintain the list view while working

When the current columns do not provide enough information for a decision, select Columns Chooser and adjust the displayed columns.
To save changes to a saved layout, select Update Current. If you do not want to retain changes, select Cancel where available.
To remove an unnecessary saved layout, select Delete Current. To delete a project record rather than a layout, use Delete; these actions have different purposes.

Tip: Use Update Current only when you want all future use of the current layout to include your column changes. Use a new layout when the view is needed only for a particular role or reporting activity.

Examples

A project manager needs to review planned work for a forthcoming construction project.

The project manager opens Data > Projects.
The project manager selects the planned tab to limit the review to planned project records.
In Search, the project manager enters a distinctive part of the project name, such as
```
Petroleum Port
```
, and reviews the matching record.
The project manager checks the displayed Name, Full name, and Status values and reviews the available vendor, construction, engineering, and PMC information.
Because the current list does not show the preferred combination of columns, the project manager selects Columns Chooser and adjusts the list view.
The project manager enters
```
Planned Project Review
```
in Layout name, selects Add Layout, and then selects Save. The saved layout can then be reused for future planned-project reviews.
When the review is complete, the project manager can select All to return to the full project list or Archived when a historical project record must be reviewed.

Tips

Tip: Use Search before changing layouts. A filtered result often provides the required project information without changing the columns for every user of a shared layout.

Note: Delete Current removes the current saved layout, whereas Delete is the action available for deleting a project record. Confirm which item you intend to remove.

Warning: The page shows project information used by multiple business functions. Avoid deleting records or layouts until you have confirmed that they are no longer needed by Sales, PM, Purchasing, Warehouse, or Finance users.

Troubleshooting

Symptom	Likely cause	Fix
The required project is not visible.	The list is filtered by the selected tab or the search text is too specific.	Select All and clear or revise Search.
Important project information is not displayed in the list.	The current layout does not include the required columns.	Select Columns Chooser, add the needed columns, and select Update Current or save a new layout.
A saved layout is no longer available.	The layout may have been removed using Delete Current, or a different layout is selected.	Select Standard Layout or create a replacement using Add Layout, Layout name, and Save.
An archived or planned project cannot be changed from its tab.	The available screen controls do not provide a documented archive, restore, or planning transition.	Use the tabs to review the relevant records. Do not assume that selecting Archived or the planned tab changes the project record.