Projects Listing

The "Projects Listing" feature under the "Project Management" module provides users with a convenient way to manage and view project-related information. 

Here's how to use this feature and an explanation of each field in the grid columns:

Usage:

• Rows per Page: Users can select the number of rows to display per page in the project listing. Options include 10, 25, 50, 100, or showing all records.

• Search Filter: A search functionality is available to filter the project grid data based on specific criteria, allowing users to quickly find relevant projects.

• Export Options: Users can export the displayed project data in various formats, including Excel, CSV, PDF, and print formats, facilitating data sharing and analysis.

• Refresh Icon: Users can refresh the grid data by clicking on the refresh icon, ensuring that they have the most up-to-date project information.

• Project Summary: The first section of the listing page provides a summary of project statistics, including the number of projects in different states, such as "Not Started," "In Progress," "On Hold," "Canceled," and "Finished."

Grid Columns Explanation:

• #: An index number indicating the position of the project entry in the current view.

• Project Name: The name or title of the project.

• Customer: The name of the customer or client associated with the project.

• Tags: Tags or labels associated with the project for categorization or organization.

• Start Date: The date when the project is scheduled or started.

• Deadline: The date when the project is expected to be completed or the deadline.

• Members: Information about team members or collaborators involved in the project.

• Status: The current status of the project, which could include stages like "Not Started," "In Progress," or other relevant statuses.

• Actions: This column provides a set of actions that can be performed on each project entry. Actions typically include:

1. View: Allows users to view detailed information about the project.

2. Copy Project: Lets users duplicate the project, which can be useful for creating similar projects.

3. Edit: Allows users to make changes to the project's details, such as updating project name, customer, tags, etc.

4. Delete: Enables users to delete the project record.

Figure 1 Project Summary