This article explains what projects and data are visible in the project list, how to customize your list view, and how to manage your projects directly from the project list view.
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1. Which projects are shown in the project list?
The project list view shows active projects by default. To choose which projects are considered active and shown in the list:
- Go to Settings > Site settings > Statuses > Projects
- Tick the checkbox under the In active list column for the projects you want to include.
2. Filtering, grouping, and sorting your project list view
You can customize your project list view by filtering, grouping, and sorting the projects and organizing the data based on your preferences.
The project list gives an overview of projects by stages. You can filter the list by users, statuses, project types, tags, date range, contacts, and more.
You can group the list to gather relevant data into groups. For example, view the list by project managers, clients or statuses. Just click the additional filters (three dots) button and then pick the suitable option from the Grouped by filter.
Additionally, you can summarize the data shown in groups:
- Make sure you've grouped the list by clients, statuses, or project managers
- Click the View button and tick the option Summarize.
This will add up all the data within a group, making it easier to compare the results of different groups.
You can sort projects by project number, project manager, start date, project name, deadline, and status. Simply click on the column title to sort the list. Click it again to change the sorting direction.
The View button lets you select what data columns and summary bar metrics you’d like to see in the list. Just tick the data columns you would like to be visible in the list. You can drag and drop the order in which they're displayed in the list.
Pro tip! Save your preferred view as your default view or as a bookmark for quicker access in the future!
3. Summary bar
You can set up a summary bar of key project metrics above the list of projects. It updates in real time—when different filters are applied and the filtered projects are updated, these changes are automatically reflected in the metrics bar.
To set up and customize your summary bar:
- Click View
- Click Summary bar
- Tick the metrics you want to add to your summary bar. You can also drag them to change their order and round up the numbers.
- Click Display.
4. Managing the projects
4.1. Viewing and modifying a project
To view a project, click on the project name.
To modify a project, click the icon next to the project name.
Alternatively, open the project view first and then click the Modify details or Modify budget buttons.
4.2. Bulk commands
When ticking several projects on the list, you can use several bulk options like adding tags, assigning a project manager, etc.
Projects can be exported by selecting the necessary ones and clicking on the Export button.
4.3. Changing project status
The project status lets you quickly understand at what stage a project is right now. This helps you define which members should be working on it at that stage.
To change the project status, click on it and select the necessary status.
If you change the status to Completed for a project that still has uncompleted tasks, Scoro will warn you about this and let you choose between closing the tasks along with the project status change or moving them to another project.