Viewing the Projects List

User Rights

Location

Project Manager / Project Viewer

Projects

 

Projects are shown to the user based on their individual access rights.  Some projects are shown in the Home page view (typically a filtered subset of projects) but the Projects List provides a more comprehensive listing of active projects based on the user’s rights in the Program Structure and their Profile within the Project itself. The Projects list contains a list of Project Manager’s active projects unless otherwise filtered.

  1. Click the Projects tab.

  2. Use Filter drop menu if a section other than Active projects is needed.

  3. Use the Program Structure filter to filter the list of projects to a specific program or department.

Selection of a Project from the Projects List allows for managing Project details, associated tasks, Forums, risks, documents etc.

Note: Access to projects is restricted dependant on what the project manager is assigned to; however, the Project Administrators can view all Projects. 

Project List Filter

Filter Projects using the following options

Filter

Description

My Projects

The Project list default view which displays all projects which belong to the project manager.

Active

Lists all Projects which are Open, Pending, New, Waiting for Approval or Completed.

Inactive

Lists all Projects which are Closed, Cancelled or Suspended.

Program Filter

The Program Structure filter allows the project manager to select a position from the hierarchy and update their project list display.

Related

Adding Projects

Viewing Project Details

Editing Project Details

Deleting Projects

Adding Project Templates

Using the Project Navigator

Submitting Projects

Approving Projects