Projects are used to group events, providing a clearer overview and better organisation.
1. Viewing and Sorting Projects
The Projects screen shows all projects in a table format.
Viewing Options
All (default) → Displays all active projects (00:00–00:27).
Archived → Displays projects that have been archived (00:27–00:30).
To return to active projects, click All.
Sorting Projects
Projects can be sorted by clicking the column headers. An arrow indicates the sort order:
↑ Ascending
↓ Descending
Column | Action (click to sort) |
Name | Sorts alphabetically by project name |
Start Date | Sorts by project start date |
End Date | Sorts by project end date |
Main Contractor | Sorts by contractor name |
Project Owner(s) | Sorts by owner name(s) |
Updated | Sorts by most recent update date |
2. Adding a New Project
To create a new project:
Click + Add Project in the top-right corner
A Create Project form will appear.
Complete the required fields:
Project Name
Description
Start Date
End Date
Main Contractor → Searchable field. Start typing to see suggestions.
Project Owner Emails → Enter one or more owner email addresses
Click SAVE to create the project
3. Viewing Project Details
To see detailed information for a specific project, click on its name in the project list
Project Information Screen
The project details screen provides an overview of the selected project.
Core Information: Displays key details such as the project name, description, start and end dates, main contractor, and owner(s).
Edit Project: Click EDIT PROJECT (top right) to update the project’s core information.
Events Tab: Shows all events linked to the project. You can also add a new event by clicking + ADD EVENT.
👉 To view the details of an event, simply click on its name in the list. You will be redirected to the Event page, where you can see all related details and manage the event.
👉 For more information on creating and managing events, see the Events User Guide [here].