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Function documentationProject Locate this document in the navigation structure

 

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 Note

The tabs that appear in a project are determined by the project type. All tabs might not appear in every document.

End of the note.