The "Projects" table

The Projects tab displays a list of all projects in the system in the form of a table. It is used to quickly review, search, and navigate to projects.

 


 

 

What is displayed

 

The table shows the key data for each project.:

 

  • Project ID

  • start and end dates

  • counterparty and client

  • Project name

  • area

  • the amount

  • project status

  • Specification status

  • responsible (depending on the role settings)

 

The set of speakers can be customized.

 


 

 

Feature: Project preview

 

The expand button is available in the leftmost column.

It allows you to open the project directly in the table and see:

 

  • the composition of the estimate

  • list of equipment

  • number and cost of positions

 

This is convenient for quick viewing without going to the project card.

 


 

 

What can I do?

 

The table allows you to:

 

  • find projects by date, client, status, and other parameters

  • monitor project statuses

  • track amounts

  • filter by responsible

  • quickly jump into the project for detailed work

 

 


 

 

Working with the table

 

 

  • Clicking on the line or ID opens the project card

  • The table supports filters, sorting and searching.

  • You can customize the display of columns for your tasks.

  • The settings are saved for each user

 

 


 

 

Important

 

 

  • The data in the table cannot be edited

  • It is used for browsing and navigation

 

 


 

 

When to use

 

The "Projects" table is convenient when needed.:

 

  • get a general list of projects

  • quickly find the right project

  • view the composition of the project without opening the card

  • filter projects by parameters