Projects are created and edited through the Projects Page under the Company Settings menu. Users can view all projects they have access to in list view, edit existing projects, and create new projects with ease. This guide will give you step-by-step instructions on utilizing and making the most of your projects.

To access this page, navigate over to the Projects page under the Company Settings menu.

If you already have created projects, this is where they will populate in list form. Admins will have access to all projects within the company, while Payroll Admin and PM users will only see projects they are assigned to.

The list view displays all projects by job number, name, address, group (if applicable), status, and signature sets. It also shows the number of team members, cost codes, equipment, and materials assigned to the project.

Sort, Filter, and Search

Sorting and filtering are made easy on the projects page as well. To sort your list of projects, click on one of the column headers to sort in ascending or descending order.

Users can also use the blue filter bar at the top of the page to open the right rail and adjust project filters. You can filter to show active or inactive projects and look up specific projects using the project picker. Some accounts will also have a group filter to show projects assigned to a specific group. See the Managing Groups article to learn more.

There is also a quick-search bar at the top left of the list view that allows you to filter to specific projects.

Creating New Projects

To create a new project, select +Create Project in the action bar at the top of the page. The create project flow will open in the right rail. Users enter details for their project, including the project name, job number, address, project status, start and end dates, signature setting, and group and markups for Field Forms (if applicable). After the details are entered, click Create Project at the bottom of the right rail to add the new project.

Uploading Multiple Projects

If you have a lot of projects to add to Rhumbix, users can now upload a list of projects instead of adding them individually. In the action bar at the top of the page, click upload to open the projects upload page. Follow the two-step process to upload your projects onto Rhumbix.

Step 1: Download the Projects.CSV template and fill out all required fields. Note: We would expect users to export a list from their ERP system and copy/paste the information to fit according to our template.

The job number, project name, address, and status will be required fields as noted by the asterisk. If including start and end dates, you will need to format the cells as text to retain the required YYYY-MM-DD format.

Step 2: When complete, upload your CSV onto Rhumbix. You can drag the file into the upload area or select the file directly using the select a file button. When the file is selected, simply confirm, and your projects will now be added or updated in your company.

You can always find more information on setting up your Rhumbix Account in our Support Center.