Navigation | Grid | Open new project | Financial status | Project schedule status | Percent complete | Gantt | Display options | System settings | Edit columns | Field Calculations | Project templates | Views | Resources
The project manager - projects page provides a listing of the projects in your system. This will pull the "All Projects" listing by default.
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.
NOTE: The columns can be customized from More > System Settings. And by adding Column Sets.
Information on this page will be placed into columns that can be sorted on an ascending or descending view by clicking on 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
Click the Plus Sign at the top of the page.
This will open the Add A Project screen.
For more info on how to create a project, refer to the New Project guide.
By clicking on the Financial Status Icon for the row, it will open the Budget Page for the project to review.
Project Task 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.
- Tasks that are partially complete are also calculated.
- Tasks set to Duration Of Project are excluded form this calculation.
- 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 projects % 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 the completion percentage.
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 Open Assignments Only: Will only show projects where there are at least one open assignment within the schedule.
My Open Assignments Only: Will only show projects where you have an open task assignment in the schedule.
Only Projects I am On The Team: Will only display projects where you are on the Projects Team for, regardless of whether you have been assigned a task.
Only Projects where I am the AM: Will only display projects where you are the assigned Account Manager on the project setup.
Only Projects where I am the PM: Will only display projects where you are the assigned Project Manager on the project setup.
Group By: This allows you to change the way this page groups information. This is set to the client by default.
Sort by: Changes the way individual items are sorted in the groups selected.
Client: Will display only projects for the selected clients. If blank, shows all you have access to.
Project Type: Will display only projects for the selected values.
Project status: This allows you to filter this screen to view projects in a specified status.
Billing status: This allows you to filter this screen to view projects in a specified billing status.
Budget Warning Percentage: Sets the point that the total financial status column turns from green to red or yellow. Default is 80%.
You can click the More button to access the System Settings panel, which allows you to adjust what your users see.
The options here are similar to the Display Options. Yet this allows you to reset the Display Options for all your users to match the options selected here. Plus you can edit the columns of the Default Layout.
Customize the Columns
From More > System Settings you can click on the blue Edit Columns option at the bottom of the panel.
This will open a new panel where you can add/remove Fields and adjust the Display Order.
From the More > Edit Columns Sets, you can add more ways in which users can view the grid.
Here you can add multiple Columns Sets, while leaving the Default Layout intact.
When you have at least one Column Set established, you will then then see a drop-down appear in the upper right with the Column Sets available.
The Projects Page has some metric based columns that can be added. Here is a list with some details of their specific calculations.
- Calculation: Labor Gross / TotalLaborbudgetWPercent
- Color: Green when > 95, Red when < 90, Else Yellow.
- Calculation: Hours / TotalAllocatedWPercent
- Color: Green when < 90, Red when > 95, Else Yellow.
- Calculation: TotalPlanDays / TotalOrignalDays
- Color: Green when < -5, Red when > 5, Else Yellow.
From the More > Project Templates, you can access the Project Templates that is also accessed from System Setup, but without having to give the users access to System Setup.
NOTE: You will need to check the security right called Edit Project Templates in order to access this system list from the Projects page.
This will open the list of Project Templates and allow you to update them as need be.
NOTE: Edits made from here will apply to new projects only. All existing projects will remain as they are.
For more info, please refer to the Project Templates guide.
From the More > Views, you can access the Project Report Views.
This list of available Views will then appear to the right.
You can add more views here as well.
From the report view itself, you can use its search options. And even create more custom views and calculations.
For more info on customizing reports, please refer to the Custom reports [overview] guide.