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Project Management

Manage projects

The Manage Projects screen provides a central location where you can view and update projects and tasks for all of your clients. You can filter and sort the list to more easily find the projects and tasks you want to work with. Select Field chooser to select which fields to display or hide in the screen.
To open the Manage Projects screen, select
Actions
, then
Manage Projects
.

Update projects and tasks

If you have the appropriate security privileges, you can use the Projects tab and Project Tasks tab to update project and task information.
Projects tab
Right-click a project or task in the grid and select an option. You can:
  • Add a new project to one or more clients.
  • Extend, edit, and delete selected projects.
  • Generate the next project.
  • Print the projects grid.
  • Print a routing sheet for selected projects.
Project Tasks tab
Right-click the task grid and select
Edit Task
 or
Delete Task
.
Solutions
If you selected a solution for a project or task, you can select the solution’s icon in the grid to start the application. You can also start the Practice CS desktop timer whenever you start a solution by marking the
Start Timer for Projects
 checkbox in
User Preferences
 (select
Setup
,
User Preferences
, then the
Time & Expense Entry
 tab) so that you can track time spent on the project or task.

Sort and filter project and task information

In the Manage Projects screen, you can sort and group the grids to quickly find the information you need, and use the
Filter
 and
Search
 fields to narrow down the list of information even further.
  • Mark the
    Open Projects only
     option or
    Open Tasks only
     option if you want to see only open items in the list. Clear the checkboxes to see all projects or tasks.
  • Select Field chooser and mark or clear the checkboxes for the fields to show or hide in the Manage Projects screen.
  • To sort projects or tasks in ascending or descending order by a particular column, select the column heading. Select the heading again to reverse the order. Select it a 3rd time to remove the sort and restore the original order.
  • To group projects or tasks by a particular item (for example, by due date), select and drag the column heading to the shaded area above the grid. You can group by 1 or more headings. To ungroup the grid, drag the heading back to the row of column headings.
  • To filter projects or tasks by a particular field, you first may need to select Show filter to display the
    Filter
     field. Select the field name from the
    Filter
     field, select a method from the
    Method
     dropdown list, and Practice CS applies the filter automatically.
    The
    Filter
     list contains fields in the grid as well as any saved filters. To create a new filter, select More and specify the criteria for your filter.
  • To search the Manage Projects screen, enter a keyword (for example, the project’s ID) in the
    Search
     field, select a search option from the dropdown menu (
    Begins with
    ,
    Contains
    , or
    Ends with
    ), and select Search.

This article applies to:

  • Product: Practice CS