Projects · Reference

Screens and menus

Every Projects menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.

On this page (30)

Projects > Projects All Projects > title menu All Projects > Calendar view All Projects > Create Project All Projects > Import All Projects > open a project Project 360 > Overview Project 360 > Edit Project Project 360 > Actions Projects > Planning Tasks > New Task / open a task Projects > Execution Configuration > Project Types Configuration > Project Templates; Projects Configuration > Feature Profiles Configuration > Cost Codes Configuration > Billing Methods / Project Statuses / Milestone Types / Resource Types / Document Types / Expense Types / Risk Categories / Commercial Tags Configuration > Approval Rules Configuration > Resources Configuration > Estimation Library Configuration > Assemblies Configuration > Project Settings (also the cog on All Projects)Administration > Applications BOQ > AI BOQ import Project 360 > Resources Costs > Timesheets Project 360 > Costs Projects > Commercial Procurement > Purchase request Procurement > Material plan

Projects > Projects

All Projects (portfolio)

What it is for: Every live project of the company as cards, a list or a calendar, with the portfolio KPI row
List: columns and filters: KPI tiles: Total Projects, Active (In Progress), Completed (this year), On Hold, At Risk (+ delayed), Total Contract Value (Billed %, Margin %). Status tabs with counts: All, Active (= active + approved + at risk), Planning, On Hold, At Risk, Completed, Cancelled. Search (name/code, debounced), Project Type, Customer, Project Manager; More Filters: Billing method, Starts from, Ends by, Clear filters. Sort: Last Updated, Project Name, Start Date, End Date, Contract Value, Progress. Card / List / Calendar view (remembered per browser). 20 per page, Load more (n / total)
Buttons and actions: Import, Export (CSV of the loaded rows), Project settings (cog), Create Project, Create Project menu (8 templates + Manage templates...); card menu: Open, Edit, Favorite, Duplicate, Change Status, Archive/Restore, Export, Create Task, Log Time, Add Expense, Create Purchase Request, Create Change Order, Create Invoice, Upload Document
Permission needed: project.view (list); project.create (create, duplicate, import); project.edit (status, archive)

My Projects

What it is for: Projects I manage, created, or am a team member of
List: columns and filters: Same as All Projects with mine=true
Buttons and actions: Same as All Projects
Permission needed: project.view

Project Portfolio

What it is for: Totals grouped by Status, Project manager, Customer, Project type, Region (last part of the location) or Profitability band
List: columns and filters: Group, Projects, Contract value, Budget, Forecast cost, Invoiced, Forecast profit, At risk, Delayed, Over budget; Portfolio resource load heatmap below
Buttons and actions: Group by selector
Permission needed: project.view; Budget / Forecast cost need project.cost.view, Forecast profit needs project.margin.view

Favourite / Archived Projects

What it is for: Projects I starred; projects archived (archived ones never show in All Projects)
List: columns and filters: Same columns; archived=true or favorites=true
Buttons and actions: Restore (from archive) on the card menu
Permission needed: project.view; archive/restore project.edit

All Projects > Calendar view

Portfolio calendar

What it is for: Month grid: project starts (blue), ends (dark) and milestones (violet) of non-archived projects
List: columns and filters: Previous / Next month, Today; weeks start Monday
Buttons and actions: Click an item to open the project
Permission needed: project.view

All Projects > Create Project

Create Project dialog

What it is for: A new project from a template (phases, tasks, milestones, billing plan, draft budget, documents) or blank
List: columns and filters: Form fields only
Buttons and actions: Cancel, Create Project; opens Project 360 when created
Permission needed: project.create

All Projects > Import

Import projects dialog

What it is for: CSV with header row name, code, start_date, end_date, contract_value, manager, location, description - one project per row through the same create API
List: columns and filters: Rows ready count; result log per row ('created' or the server message)
Buttons and actions: Cancel, Import (n), Done
Permission needed: project.create

All Projects > open a project

Project 360

What it is for: One project: header (image, status, favourite star, code, type and billing tags, overall progress, start -> expected finish, days remaining/overdue), eight KPI cards and the tabs allowed by its feature profile
List: columns and filters: KPI: Contract Value, Approved Budget, Actual Cost (% of budget), Committed Cost, Forecast Cost, Invoiced (% of contract), Collected (outstanding), Profit Margin (forecast profit). Tabs: Overview, Tasks, Gantt, Budget, BOQ, Resources, Procurement, Costs, Billing, Changes, Documents, Risks, Issues, Reports (Risks/Issues/Changes tabs show open counts). Link /projects/all/<id>?tab=<tab> opens it directly
Buttons and actions: Documents (DMS), Share (copies link), Print, Actions: change status (allowed next statuses), Close checklist, Duplicate, Save schedule baseline, Archive / Restore, Export (header CSV), Project reports; Edit Project; Collapse / Expand header (remembered)
Permission needed: project.view; cost figures project.cost.view; margin/profit project.margin.view

Project 360 > Overview

Overview tab

What it is for: Health strip and alerts with evidence, Project Information, compact Gantt, team with availability, milestones, top 6 open tasks, recent activity, quick actions
List: columns and filters: Health: Schedule, Budget, Forecast, Billing, Collection, Open Risks, Changes. Alerts: tasks overdue, milestones due in 14 days, budget exceeded, burn rate, low margin (<5%), unbilled progress (>15% of contract), changes awaiting customer, high risks (P x I >= 15)
Buttons and actions: Edit, Open Gantt, Manage (team -> Resources), Add Team Member, View all (milestones / tasks), Note (+), Quick Actions (filtered by feature)
Permission needed: project.view; Add Team Member / Note need project.edit

Add Team Member and Add to activity dialogs

What it is for: Add an employee or external person to the project team; log a note or a meeting on the activity feed
List: columns and filters: Form fields only
Buttons and actions: Cancel, Add / Save
Permission needed: project.edit

Project 360 > Edit Project

Edit Project dialog

What it is for: Change the project's header and commercial terms
List: columns and filters: Form fields only; fields set Hidden in Applications > Project Management > Fields disappear (shown locked if they hold a value)
Buttons and actions: Cancel, Save (with revision check)
Permission needed: project.edit

Project 360 > Actions

Project close checklist

What it is for: Eleven items ticked before a project can be Closed; beside each, what the data says
List: columns and filters: Tasks complete (n open), Milestones complete (n open), Billing complete (n steps not invoiced), Costs posted, POs closed (n requests open), Subcontracts closed (n open), Retention handled (retention held), Assets returned, Documents complete, Customer sign-off, Final P&L reviewed (margin %)
Buttons and actions: Cancel, Save checklist
Permission needed: project.view to read; project.close to save

Projects > Planning

Tasks > Phases / WBS

What it is for: Phases with dates and progress rolled up from their tasks; the work breakdown list
List: columns and filters: Code, Phase (editable inline), Start, Finish, Progress, Status; new phase row (code + name); Work breakdown list (read-only)
Buttons and actions: Add phase (+ / Enter), rename on leaving the cell, Delete phase
Permission needed: project.task.view; changes project.task.edit

Tasks (list and Kanban)

What it is for: All tasks of the project grouped by phase; Kanban by status (drag a card to move it); the Tasks menu lists open tasks of every project
List: columns and filters: Code, Task (flag for milestone task), Assignee, Start, Finish (red when overdue), Days, Progress, Status, Priority, Hours (actual / planned), Float (dot = critical). Filters: search, status (All, Open, each status). Critical tasks highlighted
Buttons and actions: New Task, open a task, drag between Kanban columns; sub-tabs Task list, Kanban, Milestones, Phases / WBS, Daily progress
Permission needed: project.task.view; changes project.task.edit

Gantt schedule

What it is for: Phases and tasks on a time scale with FS/SS/FF/SF links and lag, critical path from the server, approved baseline beside the bars, baselines and variance
List: columns and filters: Show baseline, Critical path only; 'Critical path finishes <date>' (red note when after the planned finish); Dependencies table; Baselines table (#, Name, Kind, State, Tasks); Baseline variance (start / finish / progress variance)
Buttons and actions: Link (add dependency), remove link, Save baseline, Approve (draft baseline)
Permission needed: project.task.view; links / save baseline project.task.edit; approve project.budget.approve

Milestones

What it is for: Contract, billing, approval and handover milestones; completing a billing milestone makes its billing step ready
List: columns and filters: Milestone, Type, Due Date, Status (pending past due shows Delayed), Billing %, Completed
Buttons and actions: Add Milestone, open to edit, Delete
Permission needed: project.view; changes project.task.edit

Budget

What it is for: Budget vs actual by cost code, budget versions (draft -> submitted -> approved -> frozen / revised) and budget changes
List: columns and filters: Budget vs Actual grid: Cost code, Description, Original Budget, Approved Changes, Current Budget, Committed, Actual, Forecast Remaining, Forecast Final, Variance + totals. Budget versions: version picker (#, name, state, total) and editable lines. Budget changes: Number, Kind, Cost code, To, Amount, Reason, State, Raised
Buttons and actions: Save lines, Submit for approval, Approve, Reject, Freeze, New revision, From estimate, Budget change, Approve / Reject a change
Permission needed: project.budget.view; prepare project.budget.edit; approve / freeze project.budget.approve

Estimation

What it is for: Estimate revisions with category lines, assemblies, waste, productivity and markup; an approved estimate can seed a budget
List: columns and filters: Estimate picker (number, name, state); lines grid; Summary by category (Cost, Price) and Margin %
Buttons and actions: Expand assemblies, Save lines, Submit, Approve, Reject, New estimate / Copy as new estimate
Permission needed: project.budget.view; edit project.budget.edit; approve project.budget.approve

Bill of quantities

What it is for: BOQ versions by kind (tender, contract, internal, revised, variation, subcontract) with section / subsection / item hierarchy, selling and cost rates, certified progress
List: columns and filters: KPI: BOQ value, Estimated cost, Margin, Certified, Progress. Grid: Code, Level, Description, Unit, Qty, Rate, Cost rate, Tax %, Retention %, Certified qty, Progress %, Amount
Buttons and actions: AI BOQ import (CSV), Save lines, Approve, New version
Permission needed: project.boq.view; edit project.boq.edit; approve project.budget.approve; switch 'Bill of quantities'

Resource Planning (portfolio heatmap)

What it is for: Weekly load of every pool resource across projects against capacity, with leave from HR
List: columns and filters: Resource rows x weeks (6/12/26/52) from a chosen Monday; cell = load %; colours Free, Partial (<80), Full (80-100), Over (>100), Leave (5 days); tooltip hours and projects
Buttons and actions: From date, Weeks
Permission needed: project.resource.view

Tasks > New Task / open a task

Task dialog

What it is for: Create, edit or delete one task
List: columns and filters: Form fields; actual hours, actual cost and baseline finish shown on an existing task
Buttons and actions: Delete, Cancel, Save
Permission needed: project.task.edit

Projects > Execution

Daily progress

What it is for: Quantity progress for tasks that have a planned quantity
List: columns and filters: Task, Unit, Planned, Previous, Today, Cumulative, Balance, Progress; Recent entries (last 100)
Buttons and actions: Record (task, date, quantity, note)
Permission needed: project.task.view; Record project.task.edit

Timesheets

What it is for: Time entries with their approval flow; the Execution page lists every project's time (filter by state)
List: columns and filters: Date, Project (cross list), Person, Task, Description, Hours, Billable, Cost, Value, State; totals Hours, Billable, Cost, Value; state filter
Buttons and actions: Log Time (project tab), Submit, Approve, Reject, Post, Back to draft, tick submitted rows + Approve selected
Permission needed: project.view; log project.task.edit; approve project.resource.assign

Expenses

What it is for: Project expenses with the same approval flow as time
List: columns and filters: Date, Project (cross), Kind, Description, Vendor, Paid by, Amount, Billable, State; Total and per kind
Buttons and actions: Add Expense, Submit, Approve, Reject, Post, Back to draft
Permission needed: project.view; add project.task.edit; approve project.budget.approve

Configuration > Project Types

Project Types

What it is for: The 24 built-in types (Service ... Custom) and the company's own; a type gives the default profile and billing method
List: columns and filters: Code, Name, Feature profile, Default billing method, Colour, Active; search; Kanban off
Buttons and actions: New, open, Save, Delete (built-in: refused; others are switched off)
Permission needed: project.configure (server); menu shows for project.view

Configuration > Project Templates; Projects

Project Templates

What it is for: Eight built-in templates (Small Service, Consulting, Software, Installation, Maintenance, Internal, Construction, Engineering) and own ones
List: columns and filters: Code, Name, Type, Feature profile, Billing method, Active (Description and Definition JSON on the form)
Buttons and actions: New, open, Save, Delete
Permission needed: project.configure

Configuration > Feature Profiles

Feature Profiles

What it is for: Which tabs and functions a project shows: Light, Enterprise, Construction / Engineering and own
List: columns and filters: Code, Name, Enabled features (29 choices), Active
Buttons and actions: New, open, Save, Delete
Permission needed: project.configure

Configuration > Cost Codes

Cost Codes

What it is for: Cost codes 01 Labor ... 07 Other and own; the GL account prefix maps ledger cost to a code
List: columns and filters: Code, Name, Category, Parent, GL account prefix, Active
Buttons and actions: New, open, Save, Delete (switch off)
Permission needed: project.configure

Configuration > Billing Methods / Project Statuses / Milestone Types / Resource Types / Document Types / Expense Types / Risk Categories / Commercial Tags

Lookup lists (8 menus)

What it is for: Simple code lists used on forms (stages are 'Project Statuses' in the menu, 'Project stages' on the page)
List: columns and filters: Code, Name, Order, Colour (statuses only), Active
Buttons and actions: New, open, Save, Delete (switch off)
Permission needed: project.configure

Configuration > Approval Rules

Approval Rules

What it is for: Rules naming which permission approves a subject from an amount
List: columns and filters: Applies to, Name, From amount, Approver permission, Active
Buttons and actions: New, open, Save, Delete
Permission needed: project.configure

Configuration > Resources

Resources

What it is for: The resource pool (people, contractors, teams, equipment, vehicles, rooms) with capacity and rates
List: columns and filters: Name, Type, Employee, Capacity (hours/day), Cost rate / hour, Bill rate / hour, Active
Buttons and actions: New, open, Save, Delete (switch off)
Permission needed: list project.view; changes project.configure

Configuration > Estimation Library

Estimation Library

What it is for: Rates for materials, labour, equipment, subcontract, crews, productivity, activities
List: columns and filters: Kind, Code, Name, UOM, Rate, Productivity (units/hour), Cost code, Active
Buttons and actions: New, open, Save, Delete
Permission needed: project.configure

Configuration > Assemblies

Assemblies

What it is for: A unit of work made of components (e.g. 1 m3 concrete = cement + sand + labour) expanded on an estimate
List: columns and filters: Code, Name, UOM, Waste %, Active (Components on the form)
Buttons and actions: New, open, Save, Delete
Permission needed: project.configure

Configuration > Project Settings (also the cog on All Projects)

Project Settings

What it is for: Company defaults: code prefix, recognition method, overhead, retention, hours, switches and the 12 project journal accounts
List: columns and filters: Form; each account shows 'Automatic (<code>)' when left empty
Buttons and actions: Save
Permission needed: view project.view; Save project.configure

Administration > Applications

Project Management features

What it is for: Switches: Bill of quantities, Subcontracts and claims, Change orders, Project procurement, Baselines and earned value, Project revenue recognition (Projects, tasks and Gantt is always on)
List: columns and filters: Switch list with help text
Buttons and actions: Switch on / off, Save
Permission needed: company administrator

Project Management fields

What it is for: Customer PO, Contract number (Hidden / Optional / Read-only / Required), Project location, Project description (Hidden / Optional / Required)
List: columns and filters: Field, Record, Mode
Buttons and actions: Choose mode, Save
Permission needed: company administrator

BOQ > AI BOQ import

AI BOQ import - preview

What it is for: Columns detected in a CSV/TSV, sections and items found, total, first 60 lines
List: columns and filters: Detected columns (code <- 'Item No' ...), n sections, n items, total
Buttons and actions: Cancel, Use these lines (then Save lines)
Permission needed: project.boq.edit

Project 360 > Resources

Resources tab

What it is for: The project team, resource assignments and this project's resource load
List: columns and filters: Project team: Name, Employee, Role, Allocation %, From, To, Cost rate, Bill rate. Assignments: Resource, Task, From, To, Allocation %, Hours, Cost rate, Bill rate. Resource load heatmap
Buttons and actions: New, open, Save, Delete (team / assignment)
Permission needed: project.resource.view; changes project.edit

Costs > Timesheets

Log Time dialog

What it is for: One time entry for me or a team member
List: columns and filters: Form fields only
Buttons and actions: Cancel, Save
Permission needed: project.task.edit

Project 360 > Costs

Cost summary

What it is for: Actual cost from posted journals and documents on the project's analytic value plus approved time, expenses and certified subcontract claims
List: columns and filters: KPI: Actual cost, Committed, Hours, Vendor bills, Bills paid; By category bars, By cost code table, By month bars; Purchase orders on this project
Buttons and actions: Post approved time & expenses
Permission needed: project.cost.view (to read); post project.budget.edit

Forecast

What it is for: Budget, actual, committed, estimate to complete, estimate at completion and variance by cost code
List: columns and filters: KPI: Budget, Actual, Committed, ETC, EAC, VAC; grid with 'Revise ETC' input per cost code; Forecast history
Buttons and actions: Save forecast (with a reason)
Permission needed: project.cost.view; save project.budget.edit

Project P&L and revenue recognition

What it is for: P&L from ERP transactions with the project's recognition method; the recognition card posts unbilled revenue and the loss provision
List: columns and filters: Revenue (contract, variations, total, recognised, invoiced, unbilled), direct cost by category, gross profit, overhead, allocated, project profit; at completion forecast. Recognition KPIs: Recognised to date, Invoiced, Unbilled revenue (should be / in the ledger), Forecast loss, Loss provision; runs history
Buttons and actions: Recognise to (date), Post <amount>
Permission needed: project.margin.view (P&L, recognition); post project.billing.create; switch 'Project revenue recognition'

Earned value

What it is for: BAC, PV, EV, AC, CPI, SPI, CV, SV, EAC, ETC, VAC as of today
List: columns and filters: 11 tiles; CPI / SPI under 1.00 red
Buttons and actions: -
Permission needed: project.cost.view

Cash flow

What it is for: Planned and actual revenue and cost, cash in and out by month
List: columns and filters: Bars (cash in / out) and table: Month, Planned revenue, Planned cost, Actual revenue, Actual cost, Cash in, Cash out, Net, Cumulative
Buttons and actions: -
Permission needed: project.cost.view

Projects > Commercial

Procurement

What it is for: Purchase requests to draft purchase orders, the material plan, subcontracts, and the orders and bills on the project
List: columns and filters: KPI: Requested, Ordered, Received / billed, Paid, Committed. Sub-tabs: Purchase requests (Number, Description, Kind, Vendor, Required, Estimated, State), Material plan, Subcontracts, Orders & bills. The menu page lists purchase orders of all projects (Project, Order, Vendor, Date, State, Net)
Buttons and actions: Purchase request, Edit, Submit, Approve, Reject, Choose vendor, Create Purchase Order
Permission needed: project.view; changes project.edit; approve project.budget.approve; switch 'Project procurement'

Purchase Requests (all projects)

What it is for: Every project's purchase requests; a row opens the project's Procurement tab
List: columns and filters: Project, Number, Description, Vendor, Required, Estimated, State; search
Buttons and actions: Open row
Permission needed: project.view

Commitments (all projects)

What it is for: Purchase orders and bills on every project plus active / completed subcontracts
List: columns and filters: Project, Number, Kind, Vendor, Date, State, Value; search
Buttons and actions: Open row
Permission needed: project.view; switch 'Project procurement'

Subcontracts

What it is for: Subcontracts and their claims: claimed -> reviewed -> verified -> certified (net of retention and advance recovery) -> billed (draft vendor bill) -> paid
List: columns and filters: Card per subcontract: value, retention %, certified (progress %), paid; claims table: Claim, Period, %, Claimed, Verified, Certified, Retention, Recovery, Net, State. Menu page: Project, Number, Subcontractor, Kind, Value, Status
Buttons and actions: Subcontract (new), Activate, New claim, reviewed / verified / certified / Raise vendor bill / paid, Post retention
Permission needed: project.view; changes project.edit; certify project.budget.approve; switch 'Subcontracts and claims'

Procurement > Purchase request

Purchase request dialog

What it is for: What is needed, from whom, by when, with priced lines
List: columns and filters: Lines: Description, Qty, Unit, Rate, Amount
Buttons and actions: Add a line, Cancel, Save
Permission needed: project.edit

Procurement > Material plan

Material plan

What it is for: Planned, reserved, purchased, received, issued, consumed and returned quantities per material
List: columns and filters: Material, Product, UOM, Task, Planned qty, Required date, Reserved, Purchased, Received, Issued, Consumed, Returned (balance = planned - consumed + returned on the procurement answer)
Buttons and actions: New, open, Save, Delete
Permission needed: project.view; changes project.edit

Updated 3 October 2026