• Introduction & Setup
• To Do
• Clients
• Projects
  • Viewing Projects
  • Managing Projects and Tasks
  • Creating a new Project
  • Allocating People to Tasks and Projects
  • Using the Project Gantt Timeline
  • Creating Project Templates & Copying Projects
  • Viewing and Editing Contacts
  • Viewing, Uploading & Editing Files
  • Archiving a Project
• Calendar
• Files
• Contacts
• Reports

Viewing Projects

To view your Projects, click on the Project icon (crate) in the main menu. Here is a list of all the Projects you currently have access to.

You can create a new Project, import MS Project XML (or exported Copper Project XML) to create a new Project, or you can view archived Projects.

You can sort by any column here, to quickly view Projects by Client, est% complete, status, budget, priority, or start/end dates.

If you want to quickly review a Project, you can expand it by clicking the expander icon, or if you want to review/edit the Project you can click on the Project name to go through to the breakdown view.