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.:
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Project ID
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start and end dates
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counterparty and client
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Project name
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area
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the amount
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project status
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Specification status
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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:
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the composition of the estimate
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list of equipment
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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:
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find projects by date, client, status, and other parameters
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monitor project statuses
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track amounts
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filter by responsible
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quickly jump into the project for detailed work
Working with the table
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Clicking on the line or ID opens the project card
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The table supports filters, sorting and searching.
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You can customize the display of columns for your tasks.
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The settings are saved for each user
Important
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The data in the table cannot be edited
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It is used for browsing and navigation
When to use
The "Projects" table is convenient when needed.:
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get a general list of projects
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quickly find the right project
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view the composition of the project without opening the card
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filter projects by parameters