Who can use it
- Admin — views all projects, creates projects, changes statuses, and reopens completed projects
- Manager — views and manages projects allowed by their role and assignments
- Supervisor and Employee — primarily use assigned-project views under My Work
Overview and audience
The Projects page is the main portfolio list for your company.
Each project acts as its own profit center, connecting its contract value, budget, labor, expenses, materials, billings, and collections.
Use this page to find projects that need attention and open the full Project Command Center.
| Role | Access |
|---|---|
| Admin | views all projects, creates projects, changes statuses, and reopens completed projects |
| Manager | views and manages projects allowed by their role and assignments |
| Supervisor and Employee | primarily use assigned-project views under My Work |
Role
Admin
Access
views all projects, creates projects, changes statuses, and reopens completed projects
Role
Manager
Access
views and manages projects allowed by their role and assignments
Role
Supervisor and Employee
Access
primarily use assigned-project views under My Work
Permission matrix
Portfolio summary
The portfolio summary shows:
- Total Projects
- Active Projects
- Needs Attention
- Completed Projects
Each project record shows:
- project name
- current status
- schedule
- client or location information where available
- project health or attention signals
- history-retention status where applicable
- link to the Project Command Center
Find and open a project
- 1
Find a project
Use search to find a project by name or related information.
Use the status filters:
More detail
- All statuses
- Planning
- Active
- On Hold
- Completed
- Cancelled
When opened from a Dashboard risk link, the page may show only projects that need attention. Select Clear filter to return to the full portfolio.
- 2
Open the Project Command Center
Select Open Command Center on a project.
The Command Center provides the detailed project view for:
More detail
- profit and margin
- budget versus actual cost
- labor
- expenses
- collections
- project team
- materials when enabled
- items that need attention
Completed projects with restricted retained history may show a summary or history-locked view instead.
Project statuses
| Status | Meaning |
|---|---|
| Planning | The project has been created but operational work may not have started. |
| Active | The project is currently being executed. |
| On Hold | Work is temporarily paused while the project remains open. |
| Completed | Operational work is finished. Some edits and new records may be restricted. |
| Cancelled | The project will no longer proceed. |
Status
Planning
Meaning
The project has been created but operational work may not have started.
Status
Active
Meaning
The project is currently being executed.
Status
On Hold
Meaning
Work is temporarily paused while the project remains open.
Status
Completed
Meaning
Operational work is finished. Some edits and new records may be restricted.
Status
Cancelled
Meaning
The project will no longer proceed.
Status table
Status actions and restrictions
Depending on the current state and your role, available actions may include:
- Set Planning
- Set Active
- Put On Hold
- Mark Completed
- Cancel Project
- Reopen Project
- Prospeno may block a status change when existing attendance, approved expenses, collections, or other operational records would make that transition unsafe.
Project-profit effect
How it affects project profit
The Projects page summarizes project health using the records connected to each project.
- Actual project cost is primarily affected by approved labor, approved project expenses, and supported module costs.
- Collections show cash received and outstanding balances, but they are separate from project cost.
- For full financial details, open the Project Command Center.
Plan and retained-history details
Status transitions
A project with operational or financial records may not always be eligible for cancellation or return to Planning.
Plan limits and retained history
- Only Admins can create new projects.
- Project limits depend on the company’s current plan.
- Some completed-project history may be restricted by plan retention rules.
Important limitations
- Only Admins can create new projects.
- Project limits depend on the company’s current plan.
- Some completed-project history may be restricted by plan retention rules.
- Supervisors and Employees usually access projects through My Work rather than the full Projects portfolio.
Where to find help
Use the ? button in the web application for the current page guide, Getting Started, Module Guides, and Contact Support.
Related links
Jump to the module, marketplace, or broader help resources.