Project management views [guide]
Guide contents: Navigation | Project management views | Resources
Navigation
From the Global search, click on Views. Then look for the subcategory called Project management.
Project management views
Here we will note any fields or functions that are unique to these views as opposed to similar reports in the Report Center.
Project Requests
- Reports one row per Project Request.
- Shows Project Requests you have access to.
- Allows for updating of multiple records.
Project change requests
- Reports one row per Project Change Request.
Projects
- Reports one row per Project.
- Shows Projects you have access to.
- Allows for updating of multiple records.
- If using Timeline segments, then fields starting with TL will display the last tasks due date matching that segment in the schedule.
- See the Projects page guide for more info on specific field calculations.
Campaigns
- Reports one row per Campaign.
- Shows All Campaigns.
- Allows for updating of multiple records.
Assignments
- Reports one row per Task Assignment.
- Shows Assignments to projects you have access to.
- Allows for updating of multiple records. Such as Reassigning and Completing the assignments.
- Has a field for jumping to any part of the related project.
To Dos
- Reports one row per To Do.
- Shows To Do you have access to.
- Allows for updating of multiple records.
Estimates
- Reports one row per Campaign/Project Estimate.
- Shows Estimates on Projects you have access to.
Deliverables
- Reports one row per Deliverable.
- Shows Deliverables you have access to.
- Allows for updating of multiple records.
Transactions
- Reports one row per Time or Expense Entry on a Project.
- Shows Transactions for Projects you have access to.
Misc Cost
- Reports one row per Misc Cost.
- Shows Misc Costs for Projects you have access to.
Resources
Everyone > Toolbar feature [guide]
Custom reports overview [in-depth guide]