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Projects List View

The Projects List provides a comprehensive overview of all projects in the system, allowing you to view, filter, and manage projects across different stages of their lifecycle.

Accessing Projects List​

To access the Projects List:

  1. Navigate to the Project Management module from the main sidebar
  2. Click on Projects to view the projects list interface
  3. The list displays all projects you have access to based on your OPCO.

Projects Lists

Interface Overview​

Top Action Bar​

The header section contains key action buttons:

  • New Project Button: Click to initiate the project creation wizard
  • New Requisition Button: Create new project-related requisitions
  • Search Bar: Search for specific projects by name or other criteria
  • Filters Button: Apply advanced filters to refine the project list

Project Status Tabs​

Projects are organized into status-based tabs for easy navigation:

  • All Projects: View all projects regardless of status
  • Pending Approval: Projects awaiting Line Managers' approval
  • Approved: Projects that have been approved and are ready for execution
  • Active: Currently executing projects
  • Complete: Finished projects
  • Rejected: Projects that were not approved

List Management Features​

Pagination:

  • Rows per page: Adjust number of projects displayed (default: 10)
  • Page navigation: Navigate through multiple pages of projects

Search and Filter:

  • Search projects: Use the search bar to find specific projects
  • Filters: Click the Filters button to apply advanced filtering criteria
  • Real-time filtering updates the list as you type

Project List Actions​

Viewing Project Details​

  • Click on any project record to access detailed project information

Creating New Projects​

  • Click New Project to start the project creation wizard
  • Follow the step-by-step process: Project Info → Links → BOQ → Budget

Managing Requisitions​

  • Click New Requisition to create project-related expense requests
  • Link requisitions to specific projects for budget tracking

Filtering Projects​

  • Use status tabs for quick filtering by project stage
  • Apply advanced filters for more specific criteria
  • Combine multiple filters for precise project selection