Projects portlet

You can access the
Projects
portlet on the staff and client dashboards.
The
Projects
portlet opens projects for which the signed-in person is the responsible or assigned staff member,
Staff Dashboard
or for the selected client,
Client Dashboard
.
Right-click the portlet to choose from
Add
,
Edit
,
Delete
,
Complete
,
Generate
, and
Print
projects.
  • Select
    More portlet options
    Show portlet options button with 2 white down arrows to show the following:
    • Enable Grouping
      : To group the portlet by column headings. Drag and drop a column heading to the shaded area preceding the grid to group by that heading.
    • Show Tasks
      : Show or hide tasks for the selected project.
    • Search
      : Search for items in the project list. The Using the search feature article has more details.
    • Show Filter Show filter button with 2 blue down arrows shows the
      Filter
      box. Use the dropdown list to show only projects that contain those items, or select
      More
      More button with ellipsis icon to create a custom filter.
    • Open Projects only
      : To show only open projects for the currently signed-in staff member in the portlet. Clear the checkbox to show all projects for the current staff member.
  • To use the
    Field Chooser
    Field chooser button, shows a list in front of a table with a header row and an arrow between them., mark or clear the checkboxes for the columns you want to show or hide in the portlet.
  • If you've assigned a solution to a project, select the
    Solution
    icon to open the solution.
Select the title bar of this portlet to open the
Manage Projects
screen.