Viewing Projects
Projects Page
The Projects page shows all your projects in three view modes:
List View (default)
Compact cards with key information
Easy to scan multiple projects
Shows: Name, job number, stage, dates, location, client
Grid View
Larger cards with more details
Better for visual browsing
Shows: Name, description, stage badge, team members, quick actions
Calendar View
Timeline visualization
See projects by month, 3-month, or 6-month periods
Shows phases and milestones on calendar
Filtering Projects
By Stage: Filter by Estimating, Pre-Construction, Building, Warranty, or Completed
By Search: Search by project name, client name, or job number
Calendar Filter: Filter calendar view by stage
Creating a New Project
Click "Create New Project" button
Fill in required fields:
Project Name
Start Date
Stage
Add optional information:
Job Number/Invoice Code
Description
Location
Job Template
Click "Create Project"
See Creating Your First Project for detailed steps.
Editing a Project
From Projects Page
Find your project in the list
Click the Edit icon (pencil) on the project card
Update any fields in the edit modal
Click "Save Changes"
From Project Page
Open the project
Click "Edit" button in the header
Update fields inline
Click "Save" when done
Note: Only admins can edit projects.
Project Information
Each project includes:
Basic Info: Name, description, location, dates
Financial: Budget, invoices, payments
Team: Builders, owners, assigned members
Schedule: Phases, tasks, milestones
Documents: Plans, photos, files
Materials: Inventory, requests, orders
Project Stages
Projects progress through stages:
Estimating: Initial planning
Create project
Set budget
Plan phases
Some tabs hidden
Pre-Construction: Finalizing plans
All tabs available
Set up phases
Assign team
Upload documents
Building: Active construction
Track progress
Update phases
Log tasks
Process invoices
Warranty: Post-completion
Track warranty items
Final documentation
Client communication
Completed: Finished
Archive project
Final reports
Historical reference
Advancing Stages
Open project
Click "Advance Stage" button
Confirm the stage change
System updates project and unlocks new features
Deleting a Project
Warning: Deleting a project removes all associated data.
Open project
Click "Delete Project" (admin only)
Type project name to confirm
Click "Delete"
Note: Consider marking projects as "Completed" instead of deleting.
Project Cards Information
Project cards display:
Project Name: Main identifier
Job Number: Tracking code (if set)
Stage Badge: Current stage with color coding
Description: Project details (truncated)
Client Name: Homeowner/client name
Location: Project address
Dates: Start and end dates
SPI Card: Schedule Performance Index
Team Members: Assigned builders
Owners: Project owners/clients
Quick Actions
From project cards:
View: Click card to open project
Edit: Click edit icon (admin only)
Delete: Click delete icon (admin only)
Tips
Use Consistent Naming: Makes projects easier to find
Add Job Numbers: Helps with accounting and tracking
Update Stages: Keeps projects organized and unlocks features
Add Descriptions: Provides context for team members
Set Locations: Helps with logistics and coordination
Common Questions
Q: Can I archive old projects?
A: Mark them as "Completed" stage. They'll remain accessible but won't clutter active project lists.
Q: How do I duplicate a project?
A: Create a new project and manually copy information, or use templates if available.
Q: Can I change a project's start date?
A: Yes, edit the project and update the start date. Phases will recalculate if needed.
Q: Who can see my projects?
A: Projects are company-wide. All team members in your company can see projects, but only admins can edit.