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Projects

Get an overview of the Projects page in the Enterprise solutions.

Video

Summary

  1. The enterprise solutions are located at the top of the page.

  2. The Projects page provides a comprehensive overview of all the projects you have access to. Click on the column heading to sort the list of project using that column, whether alphabetically; by budget; by status; or any other column.

  3. You can click on the three dots next to the column's name to hide it.

  4. Use the quick search bar to easily find a project; the Status dropdown to filter by status, or the category filter to keep projects belonging to a certain classification. You can also use the advanced filters to narrow down your searches.

  5. In the advanced filters, you can also benefit from the power of Amplify. Just communicate using natural language and the project list will be updated based on your request.

  6. From the columns dropdown, you can add the columns that suit your needs. Pick from the ConCntric list, or from any custom attribute you created for projects.

  7. The export tool lets you generate and share a comprehensive pdf or Excel report for your projects with just a click. The exported report keeps all filters and sorting currently applied in this view.

FAQ

How to delete a project?

You should be very careful upon deciding to delete a project because it might be used in Dashboards or Concept Hub. To delete a project, open the Projects tab in the enterprise solution, click on the three dots next to the project, and click Delete.

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