The [Projects] section

A project is an undertaking intended to achieve specific results, for example, create a new product or develop a new service. Thus, a project can imply constructing a house, developing a software product, or implementing a new automated system in the company.

The Projects section is designed to facilitate project management operations. You can form a project structure, plan working time, allocate necessary resources, track deadlines, and keep record of expenses.

Views

This section contains several views:

btn_com_list_view.png – list of projects. It displays projects as a list of records. All list columns are described below in the context of the projects page.

btn_com_analytics.png – project analytics. It displays charts, numeric indicators, and lists used to analyze projects. Read more 

Filters

The following quick filters are available in the section:

By project start and end date (the [Start] and [Worked till] fields of the project page). The project will be displayed in the section if the dates in the filter fall to the project time period.

By owner (the [Owner] field of the project page).

Next in this chapter

Project page

Common data

The [General information] tab

The [Financial indicators] tab

The [Structure] tab

The [History] tab

The [Attachments and notes] tab

The [Feed] tab

The project task page

Common data

The [General information] tab

The [Structure] tab

The [History] tab

The [Attachments and notes] tab

The [Feed] tab

Actions in the [Projects] section

Analytics in the [Projects] section