Projects List - Navigation

Suggested Prior Reading

Navigating JobPlanner

General Navigation for Lists

Projects - Overview

Projects List - Accessing

Projects List - Layout

Projects List - Navigation

The My Projects List displays all projects this user has access to. Various settings and functions can be used to modify the information displayed in the list and to help navigate the project lists.

Searching and Filtering the List of Projects

The Search and Filter bar is used to change what projects display in the list:

Entering multiple Criteria

When viewing the list of Projects a state must always be set. If search criteria or the Favorites option is turned on, they are combined with the state to create AND criteria (i.e. it must match the search criteria entered AND be in the state listed AND be a favorite if that is turned on).

Clear the Search Entry and Turn off Favorites

To remove any Search criteria entered and set the Favorites option to off, click the Clear Filters button.

Note* the State filter option is not impacted by the Clear Filters button. However the form will reset the list to the Active state projects when the form is opened or closed.

Sorting Columns

The information can be sorted. In descending order, numbers will be sorted first, then characters.

Click on a Column header to sort by that column. An arrow on the column name will light red to indicate that's the column the information is sorting on and in which direction, ascending or descending. Click on the column heading to toggle the sort direction.

Note* By default the first column (the Favorites settings column) is always sorted to Show Favorites at the top of the list. The arrow is red on this column header to indicate this. If another column is sorted on, it will sort by Favorites first, then by the second column (so all Favorites will be sorted by the column indicated, then below that the non-Favorites will be sorted by the column indicated).

If there are a larger number of projects than the number of Projects set to display per page, use the Prev, Next, and Page number buttons to toggle the information. These navigation buttons show at both the top and bottom of the project list for easy access.

Project List Settings

 The Projects List can have its settings modified so that when it’s displayed It will:

  • Display a certain number of Projects per page
  • Group projects by certain information such as City or State or when Bids are Due
  • Show different columns of information

See Modify Project List Settings for more information on changing those settings.

Accessing additional project options

To access additional project options, right click on an existing Project. Additional project context sensitive menu options display. These will be context sensitive depending on the project.

To remove the context sensitive menu options, without selecting one, right click anywhere on a blank part of the form.

Search the Projects List.

See View List of Projects by State.

See Modify Project List Settings to change the defaults of what displays when list opens.

Next Steps 

Things to do before you add a Project

Add a Project

View or Edit an existing Project 

Project - State

Send Project Invites

Upload Revisions to the Project

Create a Change Report

Archive a Project

Permanently Delete a Project

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