The Project Manager - Projects page provides a listing of the projects in your system. This will pull the "All Projects" listing by default.
Grid | Update Projects | Open New Project | Financial Status | Project Schedule Status | Percent Complete | Gantt | Display Options | System Settings | Edit Columns | Project Templates | Views | Resources
By default, this page will show all projects grouped by client alphabetically. Clicking any column will sort according to that field. You are able to search for a specific project in the field under the "Projects" heading.
On the right-hand side, Workamajig will populate a Gantt chart based on your project schedule. This is viewable in a day, week or month view.
Clicking the blue link for any project on this page will open the project landing page.
New projects can be created from this page using the + New Project button in the upper left-hand corner.
From the More button, you can access the Display Settings, Project Templates, System Settings and Views.
Information on this page will be placed into columns that can be sorted on an ascending or descending view by clicking into the column header. Ascending columns are notated with an arrow (▲) in the column header as seen below:
Descending Columns are notated with a down arrow (▼) in the column header:
To clear these selections, click into the column header again until no ▲ or ▼ arrows display.
Certain fields can be changed directly from this listing without opening the project itself.
Update Projects Rows
By clicking on a row, you can edit certain details of the project, such as Project Status, Account Manager, Status Notes, etc.
Open New Project
By clicking on the Financial Status Icon for the row, it will open the budget page for the project to review.
Project Schedule Status
By clicking on the Project Task Status Icon for the row, it will open the Schedule page for the project to review.
- The % Complete column is a calculation of all Task Durations and which tasks are complete.
- Tasks with a zero-day Duration are calculated as 1-day Duration.
- If a project has two tasks. Task 1 is 9 days in Duration, and Task 2 is 1 day in Duration. When Task One is marked 100% complete. The % Complete will be 90%.
Located on the right-hand side of the Project Manager - Projects page, the Gantt will display information based on the task and schedule information inside of a project. Hovering your cursor over any of the bars in the Gantt will provide some more information on the start and completion dates, as well as completion percentage.
Note that Saturdays and Sundays are grayed out as nonworking days by default. Public company holidays that have been blocked out in Workamajig's calendar will also show.
These buttons, located in the upper right-hand corner of the Gantt view will cycle the view from the day, week or month view, respectively.
From the ...More button at the top of the page, you are able to personalize how the information on this page appears. Clicking Display Options causes this menu to slide out:
Projects with My Open Assignments Only: Will filter this list to projects in which you are assigned at least one task that has not been marked as complete.
Only Projects I am On the Team: Will filter this list to projects you are on the team for, regardless of whether you have been assigned a task.
Group By: Allows you to change the way this page groups information. This is set to client by default.
Sort By: Changes the way individual items are sorted in the groups selected.
Project Status: Allows you to filter this screen to view projects in a specified status.
Billing Status: Allows you to filter this screen to view projects in a specified billing status.
Budget Warning Percentage: Sets the point that the financial status column turns from green to red or yellow.
You can click the More button to access the System Settings panel, which allows you to adjust what your users see.
Selecting the blue Edit Columns option at the bottom of the System Settings panel will open a page allowing you to customize the visible Fields of the Projects list.
Fields: Selects which columns will populate the listing.
Display Order: Allows you to drag and drop these fields in the order you would like them.
From the More button, you can access the systems Project Templates.
For more info, please refer to the Project Templates guide.
From the More button, you can access the Views of your Project Reports.