Project list

The project list is the first screen of the Projects module. It shows the projects the user has access to, either granted directly or through a workspace. Administrators see every project in the organization. Archived projects are hidden by default.

The New project button (for users who may create projects) opens a menu with the ways to create a project: Blank, From template, From Microsoft Excel, From Microsoft Project and, when the feature is switched on, With AI. Each way is described in Creating a project. Click a project name to open its schedule.

Columns and sorting

The project name is always shown. The other columns are switched on and off with the Columns button: Workspaces, Project status, Project manager, Last viewed, Creation date and any project attributes made available on the project list (see Project attributes). By default the columns Workspaces, Project status, Project manager and Last viewed are shown.

Project list with the Filter, Columns and Grouping buttons and the Workspaces, Project status and Project manager columns

Click a column header to sort the list, and click again to reverse the direction. By default, projects are ordered by when they were last opened. Change a column width by dragging its edge. The application remembers columns, sorting, grouping and widths separately for each user.

Note: the Workspaces column appears only when the organization has more than one workspace (see Workspaces on the list).

Filtering and grouping

The Filter button opens the filter bar. The Filter by name field narrows the list to projects whose name contains the text you type (letter case does not matter). The other conditions are Project status, Project manager, Workspaces and project attributes of type single-choice and multiple-selection list. In the Archiving section, the Show archived option adds archived projects to the list (see Archiving a project).

Project list with the Filter bar open and the Filter and Group by buttons highlighted

The Group by button arranges projects into sections by workspace, project status, project manager or a list-type attribute. You can combine up to three levels, for example workspace and then status. Collapse and expand sections with the tree icon.

The filter is remembered. When you return to the list it is filtered the same way and the filter bar opens by itself.

Favorite projects

A star appears when you hover over a project name. Click it to add the project to your favorites, and click again to remove it. Favorite projects are in the application side menu, in the Favorites group. The list of favorites is personal; other users do not see it.

Project list with a star next to a project and the Favorites group in the side menu

Workspaces on the list

The list depends on workspaces in three places: a user sees the projects they can access directly or through a workspace, and the column, filter and grouping by workspace are available only in an organization with more than one workspace. With a single workspace these elements disappear from the list.

The Workspaces column shows the workspaces the project belongs to (a project can belong to several).
The Workspaces filter narrows the list to the selected workspaces.
The Group by option set to workspace arranges projects into sections.

A new project gets by default the workspaces where the user may create projects. You change a project’s workspaces later in the Information panel (see Project workspaces). Workspaces are described in Workspaces, and permissions to them in Users.