My Projects List

The My Project list makes navigating your Projects really fast.  Designed for all staff that work on Projects they can open a Project to obtain client details, create documents, review budget analysis, raise an invoice, the list goes on.

Tips:

  1. The Projectlist appears in your timesheets to make timesheet entry quick and effortless.
  2. Click the heading to sort by number, name, primary contact, Projectstatus or manager.
  3. Customise the columns viewed by right clicking.

Working with My Project list

The My Project list appears in your timesheets and is a great way of navigating Projectinfo quickly.  Use this screen to open the Projectdirectory for the Projectselected.

ClosedComplete the following steps
  1. Select Projects.
  2. Then select the screen filter My Projects | All.
  3. Highlight a Project.
  4. Select the Person with a green plus on the Projects toolbar.
  5. This will add the Projectto your list.

ClosedWhat do each of the icons mean?

create a new Project

add a Project to your list

remove a Project from your list

open the Project directory

change Project status

search the Project list quickly

search the Project list quickly

Add/Remove columns

You can add/remove columns by right clicking. Refer to the Customise View topic for more information. 

Quick add/remove Projects

Instead of selecting the Project and clicking the button to add or remove - there is a short cut key that can be used instead:

ClosedAdd Projects
  1. Have the ALL project list in view (or Active, Proposal status etc).
  2. Hold the CTRL key down on your keyboard and click the white cell adjacent to the Project number.
ClosedRemove Projects
  1. Have the My Project list in view.
  2. Hold the CTRL key down on your keyboard and click the little person adjacent to the Project number.

Update my project list in bulk

There is not only a way to manually remove projects from your list one by one, you can also set preferences to do this on bulk.

ClosedComplete the following steps
  1. Select the bulk update icon .
  2. Set the preferences.
  3. Save.

The above settings would be the recommended.  Each time you click the bulk update button, click save and then preferences set will be executed.

Team Member is available in Synergy Enterprise only.

Want to learn more?

Looking for more help? Try reviewing the following Projects List topics: Concept Link IconView Topics

 

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