What the Projects page is for
Each project is a separate tracking workspace for its contract value, budget, actual costs, billings, collections, and assigned team.
- Admins can view all projects and create new ones.
- Managers see projects allowed by their role and assignments.
- 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.
Project statuses
| Status | Use it when |
|---|---|
| Planning | The project is set up but operational work has not started. |
| Active | Work is currently being executed. |
| On Hold | Work is temporarily paused. |
| Completed | Operational work is finished; new records may be restricted. |
| Cancelled | The project will no longer proceed. |
How project totals are affected
- Approved labor and approved project expenses contribute to actual project cost.
- Supported module costs may also contribute when the module is enabled.
- Collections track cash received and outstanding balances; they do not reduce project cost.
Important notes
- Only Admins can create projects.
- Project capacity and completed-project retention depend on the company plan.
- Completed or cancelled projects may restrict new records and edits.