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Project overview

How to get an overview of your projects.

Lucas Bauche avatar
Written by Lucas Bauche
Updated over a week ago

In the project overview, you can see all projects that are visible to you. You can switch between list and timeline view, depending on whether you prefer table logic or timeline logic.

You can customize what you see with sorting, grouping, columns, and saved filters.


How to use the Project List view

You reach the project overview via the main menu and the menu item Projects.

In the overview, you will find a List of all the projects visible to you.

Sort and group projects

In the project list view, you have various options to customize your view.

  • Sort by: Due date, Start date, Name, Client, Budget, Task Progress, Time Progress, Status

  • Group by: Project status, Project status type, Client, Project type, Project responsible, Week due, Month due

You can search for your projects directly using the magnifying glass symbol.


How to use the Project Timeline view

If you click on Timeline above the list, all projects will be displayed in a timeline view.

For a project to be displayed in the timeline, it must have a start and end date. You can add them in the project details or in the editing window.

Note: The projects are automatically arranged to save space, depending on the time range. Sorting or grouping is not possible in the timeline view. However, you can search for projects and also apply the filters.

All projects are sorted alphabetically. The naming of the projects plays the following role in the arrangement:

  • Special characters before numbers and letters

  • Underscore before hyphen

  • Numbers before letters

The details that are displayed in each project are the same columns that you have chosen for the list view. You can edit them using the column icon in the upper right corner.

Show milestones on the timeline

By clicking on the milestone icon in the upper right corner, you can view the milestones. They are displayed as small diamonds at the top of the respective project beam. Milestones that are outside the project time range are not currently displayed.

If you hover over the milestones, the full name will be displayed.

Tip: We recommend using the same colors for the same type of milestones. This way you can directly see what kind of milestone it is in the general timeline view.

Adjust the time range and "jump to today"

  • Zoom buttons: At the top right of the timeline, you can zoom in or out on the time range

  • Calendar icon: This lets you jump to today

Wide and narrow view

If you use awork on a large monitor, the view automatically switches to a wider view and displays more columns and project information than on a small monitor.

In the two different views (wide/narrow), you can display different numbers of columns that awork remembers for you in the respective view.

Show and hide columns

Use the column icon to display different columns in the overview. awork automatically remembers your selection.

Actions on projects

Using the action button on the right side of the project list, you can directly edit the project.


Filtering project

You will see the filter menu via the funnel icon. Here you're able to build and save filters for your project overview.

First of all, you can filter by all, your active, all active and all closed projects.

Create your own filters

  1. Click on the funnel icon to open the filter menu.

  2. Click + Add under Filter by to set a filter

  3. Click Set filter to activate the filter

  4. To save, click Save as new and enter the filter name

You can display your saved filters using the selection field at the bottom left. These filters are the same ones that are available to you on the dashboard for the project widget. If a saved filter is active and you make changes to the filter, you have the option of saving these changes or creating a new filter. awork remembers when you have selected a filter and reload the page, for example. The active filter is displayed by name next to the filter icon.


Searching projects

Use the magnifying glass icon to search in the project overview.

Your project list will be searched automatically, and the number of projects will be filtered accordingly. If you remove your search text, you will return to your previous view.


Exporting projects

You can download and export in Excel format in the list view and in the timeline view via the action button in the top right corner, located above the project list. This contains the raw data of the project overview, which you can use for your own evaluations.

You can find more information about creating exports here.


How to view all projects for a user or client

There are two ways to display all projects on which a user or client is occupied:

  1. Filter the Project overview by the user or client

  2. Open the user or client details (Settings > Client or User) and switch to the Projects tab


FAQs

Where do I find the Project overview?

Open the main menu and click Projects.

Why don’t I see a project in Timeline view?

A project is only shown in the timeline if it has a start date and an end date. Add them in the project details or in the editing window.

Can I sort or group projects in Timeline view?

No. Sorting and grouping are not possible in Timeline view. You can still use search and filters.

I can’t find my project. What can I do?

If you can’t find your project in the overview or via search, you probably don’t have enough rights to see it. Ask the project manager if they gave you access (for example by assigning you to the project or to your team).

I can find my project, but I don’t see it in the overview. What can I do?

Often you simply still have a filter active. Click the funnel icon to check whether a filter is selected. Also check whether the project is already closed while you are in the active projects view.

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