What the Projects page is for
Each project has its own contract value, budget, actual costs, billings, collections, and assigned team within the company’s Projects workspace.
- Admins can view company projects and create new ones within plan and lifecycle rules.
- Managers can create projects within their permissions and company limits; access to existing projects follows role and assignment rules.
- Supervisors and Employees normally use assigned-project views under My Work.
Find and open a project
- 1
Find the project
Use search or filter by Planning, Active, On Hold, Completed, or Cancelled.
- 2
Check its current state
Review the status, schedule, and any attention or history-retention indicators shown in the list.
- 3
Open the Command Center
Select the project to review its profit position, labor, expenses, collections, team, and enabled module summaries within your permissions.
Project statuses
| Status | Use it when |
|---|---|
| Planning | The project is being prepared. Counts toward the working-project limit. |
| Active | Work is currently being executed. Counts toward the working-project limit. |
| On Hold | Work is paused. Operational records are read-only and the project does not count toward the working-project limit. |
| Completed | Operational work is finished and locked. Completed-project history follows the separate retention allowance. |
| Cancelled | The project will no longer proceed. Operational work is locked and history remains subject to access rules. |
How project totals are affected
- Approved labor and approved project expenses contribute to actual project cost.
- Supported module costs may also contribute through their posting rules.
- Collections track cash received and outstanding balances; they do not reduce project cost.
Important notes
- Admins and Managers can create projects within the supported permission and plan rules.
- Planning and Active consume working-project capacity; completed-project retention is a separate allowance.
- On Hold, Completed, and Cancelled projects are read-only for operational work.