The Projects page lists every project you can open. Every material request, quote, order, delivery and invoice in SubBase belongs to one of them.
Where to find it
Open Projects in the top navigation bar. Your company decides which roles can open it, so it is not there for everyone.
What the page shows
The dropdown at the top switches between Active projects and Inactive projects. The search box matches on project name, Project ID and project group name.
Two buttons on the right switch the layout. They are icons rather than labels: the grid of squares gives you project cards, and the stack of lines gives you a table.
In the card layout, projects sit under a heading for each project group, and each card carries the project name, its Project ID and 4 counts.
In the table layout, each project group is a tab and the columns are Name, Project ID, Watchers, Quoted, Ordered, Shipped and Delivered. The last 4 count that project's orders at each stage.
Every project carries 2 buttons: an eye that switches between Watch project and Stop watching project, and a gear that opens Edit project settings. Clicking the project itself opens its orders.
Who sees which projects
A project in a project group is visible to the members of that group.
A project in no group is visible to everyone in your company.
A project group with nothing in it is visible only to its own members.
This controls what you see in lists and in the project dropdowns across SubBase. It is not a lock. Someone sent a direct link to an order can still open it, whatever groups they are in.
Notes and limits
A project cannot be deleted. Set it to inactive instead, which keeps its orders, invoices and history.
Only Admins and Purchasers can create a project.
Your company can rename Project Group, so it may read something else for you throughout.
Best practices
Put every project in a project group. A project with no group is visible to everyone in your company rather than hidden, so leaving the field empty widens access instead of limiting it.
Retire a finished project with the Active switch in its settings rather than asking for it to be removed. There is no delete, and inactive keeps every order and invoice attached to it.
Do not treat a project group as a confidentiality boundary. SubBase says so on the Project Groups settings page: a direct link to an order still opens for someone outside the group.
If this doesn't work
Start a chat from the Messenger in the bottom-left of this page, or email help@subbase.io. Include the order or project number and what you expected to happen.