View a Project Summary

Summaries of projects can be viewed without opening each project separately.

  1. Navigate to projects.

If a parent project contains child projects, a plus icon shows next to the parent. Click it to expand the parent project. Click the minus icon to collapse it again.

TIP: To easily expand the list of projects so that all the child projects show, click View > Show All. To view only the selected project and its child projects, click View > Show Selected.

  1. Select any project to view a short summary of it. Inactive projects are shown in red and canceled projects are shown at 50% opacity.

  1. From the Summary View drop-down list, select a view.
  • Projects: Select to view a list of projects.
  • Project Budgets: Select to view the budget for the projects, including the amount expended and the remaining budget.
  • Work Orders: Select to view the work orders associated to each project.
  • Service Requests: Select to view the service requests associated to each project.