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User Guides

Project lists

Screen reference​

Project lists provide a structured way to review many projects at once. Users can customize columns, group by properties, print, and export information.

What you can do​

  • Access project lists from dashboards or project widgets.
  • Select the project properties you want to display as columns.
  • Group projects by manager, status, project type, client, or other columns.
  • Export or print project lists when needed.

Environmental consulting example​

Executives can group projects by project manager or contract stage to monitor active work, proposals, and closeout activities.