Users can easily view, create, and update projects from a centralized list. This guide walks you through everything from accessing the Projects page to uploading multiple Projects in bulk.
📍 Accessing the Projects Page
To get started, navigate to the Projects page under Company Settings.
Admins can view all company projects.
Payroll Admins and Project Managers (PMs) can only view the projects to which they are assigned.
If Projects already exist, they will populate in this list view.
📋 List View Columns
Each project in the list view is organized into sortable columns for quick reference:
Job # – Internal job or project number, must be unique in your account
Project Name – Name of the project
Address – Project location (can be city,state if no street address is available)
Group – Assigned project group (if applicable)
Status – Project status (Active, Inactive, etc.)
CI/CO Enabled – Check-In/Check-Out feature status
Client – Associated client (if applicable)
Custom Project Fields – Custom fields configured in your account (if applicable)
Union – Indicates union-related attributes (if any)
Signatures – Signature settings or requirements
Team Members – Number of users assigned to the project
Cost Codes – Number of cost codes linked to the project
Equipment – Equipment assigned
Materials – Tracked materials
Settings – Edit/manage project options
🔍 Sort, Filter, & Search
📊 Sorting
Click any column header to sort the project list in ascending or descending order.
🎛️ Filtering
Click the blue filter bar at the top of the page to open the right rail, where you can:
Filter by Active or Inactive projects
Use the Project Picker to locate specific jobs
Apply Group Filters (if enabled)
🔎 Quick Search
Use the search bar in the top-left corner to quickly locate a specific project by name or job number.
➕ Creating a New Project
To create a new project:
Click + Create Project in the action bar.
The right rail will open where you can manually complete all available project fields such as:
Project Name *required
Job Number *required - must be unique within your account
Address
Project Status
Start and End Dates
Signature Settings
Group assignment (if applicable)
Custom Project Fields (if applicable)
Field Forms Markups (if applicable)
Click Create Project at the bottom to save the new project.
📂 Uploading Multiple Projects
For batch creation, use the project upload feature:
Step 1: Download and Prepare the CSV Template
Click Upload in the action bar.
Download the Projects.CSV Template here or in your account at the Download .csv Template link
Fill out required fields:
Job Number
Project Name
Address
Status
Start and End dates are not required, but if used must be formatted as
YYYY-MM-DD and stored as text
Step 2: Upload the CSV
Drag and drop your completed file into the upload area or use the Select a File button.
Confirm the upload to have projects automatically added or updated in your account.
✅ Next Steps
Now that you've created or uploaded your projects, the next step is to assign budget cost codes to ensure accurate tracking of labor and material costs.
📘 Need More Help?
Visit the Rhumbix Support Center for more step-by-step guides, training videos, and FAQs.