Project 
To display the Project page:
Choose Project Management in the navigation bar and select one of the following from the Projects submenu:
My Projects
Projects in My Cost Center(s)
All Projects
On the Project page, you can do the following:
View projects in the following ways:
Option |
Description |
|---|---|
My Projects |
View a list of all projects for which you are an owner or collaborator. |
Browse Projects Tree View |
View a list of all projects displayed in a hierarchy based on document links. |
Projects in My Cost Center(s) |
View a list of projects containing activity associated with the cost centers defined in your user account setup |
All Projects |
View a list of all active projects |
Search Project Documents by Name |
Search for projects by document name. |
Search Project Documents by Company |
Search for projects by company name. |
Search Projects by Collaborator |
Search for projects by collaborator name. |
Search Projects by Creator |
Search for projects by creator name. |
Search Projects by Budgeted Value |
Find projects with a budgeted value within a specified range. |
Search Projects by Estimated Value |
Find projects with an estimated value within a specified range. |
Search Projects by Product Category |
Search for projects by product category. |
Search Projects by Organizational Unit |
Search for projects by organizational unit. |
Search Projects by Owner |
Search for projects by owner. |
Search Projects by Status |
Search for projects by status. |
All Project Templates |
View a list of all project templates. |
All Inactive Project Templates |
View a list of project templates currently flagged as inactive. |
My Projects - Canceled or Closed |
View a list of projects for which you are an owner or collaborator that have been canceled or closed |
Cost Center Projects - Canceled or Closed |
View a list of inactive projects containing activity associated with the cost centers defined in your user account setup |
Projects - Canceled or Closed |
View a list of all projects that have been canceled or closed |
Create and edit a project or project template
Export a project list to a CSV file or to a PDF file
Note
The tabs that appear in a project are determined by the project type. All tabs might not appear in every document.