Projects
The Projects section delivers a complete view of all your open projects and allows you to effectively manage your team and resources across all your projects at any stage.
From here, you can track your resources to optimize utilization, assign the best people based on accurate availability and shifting demands.
Table of Contents
- Projects > List
- Projects > Gantt
Projects > List
Filtering Tools
You can utilize the following tools to further filter what is displayed:
Columns in the List view can be re-ordered by dragging and dropping them to the desired locations.
Learn more about filtering project data with Filtering the Projects List and Gantt.
Adding Roles to a Project
Roles can be added to a project by navigating to Projects > List > [select the desired project] > Roles.
Click the Add button if you are building the project from scratch.
The Copy button will allow you to copy over roles from an existing project.
All existing projects that have roles added will be available in the Copy Roles drop-down list.
- Saving a selection will copy all the roles from the selected project to the new project in edit mode
- All role names and standard allocations will be copied over
- Any role with a custom allocation % will update to a default of 100%
- All roles will inherit the project start and end dates
- All role notes will be cleared
Another option is Use Template. Role Templates are created by Administrators that will allow a group of specific roles to be added to a project.
If a role needs to be duplicated, click the Copy Role 
button. This will duplicate the role including:
- Role Name
- Role Note
- Quick Option selection
- Start Date
- End Date
- Allocation %
Role Status Filters
You can condense the roles displayed on projects to see upcoming, current, or past roles with the Role Status Filter. This will allow you to reduce the noise that can come along with large projects and focus on applicable project roles.
Place a Person in a Role
Once roles have been added to a project, the Place a Person tool will help ensure the best people are selected for the role. This can be managed from the Projects List.
Projects > Gantt
Gantt Settings
The Gantt Settings is a collapsible panel that can be found on the far right of the Project Gantt. You can use the Gantt Settings to filter required roles and customize the Project Gantt view to help condense relevant information. Learn more about Managing Gantt Settings here!
Navigating Projects
A project panel will appear by clicking on the project bar. This panel will allow users to view and edit project dates as well as view the project details.
Adding Roles to a Project
Adding new roles to a project can be done at any time. Click here for steps on adding and managing roles through the Projects Gantt.
Place a Person in a Role
The Place a Person tool is available to help ensure the best people are selected for a role and project, which can be managed from the Projects Gantt.
Custom Allocations
Allocations can be customized if a person will have limited availability on a project. Roles can also be created to align with phase dates.
Learn more about creating custom allocations here!