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Project List Views

To view a list of projects or programs:

  1. Open Home.
  2. From the menu, click Projects or Programs.

    The List Column view appears by default. From this view, you can do the following:

    Project
    • Link to the properties page for the project by clicking the Properties icon.
    • Link to the Dashboard tab for the project by clicking the project name.
    • Link to the Gantt view for the project by clicking the Gantt icon.
    • Link to the Status Reports page for the project by clicking the Status Report icon.
    • Link to the Collaboration tab for the project by clicking the Document Manager icon.
    • View the Project, Manager, Stage, Start, and Finish.
    • View a Gantt chart displaying the schedule status of the project for a six-month period, starting with the current month.
    Program
    • Link to the properties page for the program by clicking the Properties icon.
    • Link to the Dashboard tab for the program by clicking the program name.
    • Link to the Subprojects page for the program by clicking the Subprojects icon.
    • Link to the Gantt view for the program by clicking the Gantt icon.
    • Link to the Status Reports page for the program by clicking the Status Report icon.
    • Link to the Collaboration tab for the program by clicking the Document Manager icon.
    • View the Project, Manager, Stage, Start, and Finish.
    • View a Gantt chart displaying the schedule status of the program for a six-month period, starting with the current month.

    Note: Approved projects or programs are highlighted in the list.

To view a list of projects or programs you have added to My Projects:

  1. Open Home.
  2. From the menu, click General.

    The Overview page appears by default, displaying the My Projects portal. From this view, you can do the following:

To view a list of investments you can add as subprojects:

  1. Open Home.
  2. From the menu, click Projects or Programs.

    Open a project or program. The Properties page appears by default.

  3. From the content menu, click the Subprojects link.
  4. Click the Add button.

    The List Column view appears by default. From this view, you can do the following: