The Projects page provides a centralized grid of all your projects organized by status tabs. Use it to find, filter, and sort projects, then click into any project to manage its work orders, estimates, phases, purchase orders, and billing.
Before you start:
- Set up Project Phases in Manage Lists if you want to associate phases with projects.
- Have at least one customer created in your system.
How to Access
Navigate to Projects from the main menu.
When to Use Projects
Projects are ideal when a job is too large or complex for a single work order. Common use cases include:
- Commercial construction — a building renovation that involves demolition, electrical, plumbing, and finishing phases.
- Multi-visit service agreements — a customer contract that spans multiple scheduled visits over weeks or months.
- Budget and profitability tracking — jobs where you need to monitor contract amounts, costs, and profit margins across phases.
- Progress billing — jobs that require pay applications (AIA G702/G703) and retainage tracking.
- Purchase order management — larger jobs that require ordering materials from vendors and tracking delivery.
For simple, single-visit jobs, a standard work order is usually sufficient.
Status Tabs
The Projects page has four status tabs along the top, each with a color-coded indicator:
- Open Projects (blue) — active projects currently in progress.
- Closed Projects (green) — completed projects.
- On Hold (amber) — projects that are paused or waiting on external factors.
- Cancelled Projects (red) — projects that were cancelled before completion.
Click a tab to filter the list to that status. The default view shows Open Projects.
Project Grid
Each tab displays a sortable, groupable grid with the following columns:
- Project Name — a clickable link that opens the project detail page.
- Project # — the project number.
- Customer — the customer associated with the project.
- Owner — the project owner (the person responsible for the project).
- Status — a color-coded badge showing Open, Closed, On Hold, or Cancelled.
- Budget — the project budget displayed as a currency value.
- Start Date — when the project begins.
- End Date — when the project is expected to finish.
You can drag column headers to reorder them, resize columns by dragging column borders, and group rows by dragging a column header to the grouping bar above the grid.
Searching and Pagination
Use the search bar above the grid to find projects by name, customer, or description. At the bottom of the grid, choose how many rows to display per page: 25, 50, 100, 200, or All.
Creating a New Project
- Click the Create Project button in the top-right corner of the Projects page.
- Fill out the project details in the modal that appears (see Creating & Managing Projects for a full walkthrough).
- Click Create.
Result: The new project appears in the Open Projects tab and you are taken to the project detail page.
Tip: Use descriptive project names that include the customer and site (for example, "Acme HQ - HVAC Renovation"). This makes it easier to find projects in the grid without opening each one.
Next Steps
- Creating & Managing Projects — full guide to creating, editing, and managing project details across all eight tabs.
- Phases & Budgets — break projects into phases and track financial performance.
- Contracts & Schedule of Values — set up progress billing for a project.
- Creating a PO — link purchase orders to projects for material tracking.