Projects

Projects

The Projects Page serves as the interface for operational project oversight and lifecycle administration. This page provides complete project management capabilities, from creation and configuration, team and state management and advanced search and filtering.

Overview

The main view, lists all projects with controls and pagination.

• Header & Controls: Add project, Refresh, Hide Filters, Clear Filters, Show Deleted

• Table Columns: Select, Group Name, Actions (Edit, Delete)

  Table Columns:	Description
  Branch Code	Belonging branch code
  CRM	ERP/CRM reference
  Code	Project code
  Name	Client name - Branch name - Project name
  State	Current state of the project
  Effective date	Effective date of the project
  Start date	Start date of the project
  End date	End date of the project
  Actions (Edit, Delete)	Actions to change project values

• Pagination: Current page, items per page, total device groups

Project Table

Project Trash Table

Note

The project list is filtered by default based on the user permissions.

• Team-Manager only have access to projects he is assigned to
• Team-Admin only have access to projects assigned to the same Team
• User-Admin only have access to projects assigned to the same Team

---

Features

Purpose

• Project search & filtering: Find single or a group of devices
• Project creation: Create a new project for stocktaking execution
• Project trash: Soft delete / restore projects
• Project update: Edit existing projects

Project search & filtering

The search supports multiple field filter and is considered as "and". The filter is persistent until the browser tab is closed or the filter is manually cleared

Filter Categories

• Branch Code Search: Search projects by branch code with partial matching
• CRM Reference Search: Find projects by external CRM system references
• Project Code Search: Search by project codes with flexible matching
• Multi-Field "Name" Search: Search across project names, client names, and branch names
• State Filtering: Filter by specific project states or view all states
• Timeline Filtering: Date range filtering for start dates with from/to selection

tip

The search input allow regular expressions (RegEx) as search pattern. For more info visit Learn RegEx

Project creation

Project Setup Features

1. Branch Association: Required branch selection with autocomplete search across client organizations
2. Basic Information: Required code, name, and branch association for identification
3. Financial Configuration: Currency, conversion rates, and payment status
4. Localization Settings: Language, country, and timezone configuration
5. CRM Value: Required CRM/ERP reference
6. State : Set the initial state of the project (default: Initiated)
   • Initiated: Project created and configured, ready for preparation
   • Running: Active operational project with ongoing activities
   • Closed: Project completed with all activities finished
   • Published: Project results published and finalized
   • Archived: Project archived for long-term storage
7. Timeline Setup: Effective, start, and end dates for operational scheduling
8. Custom Properties: Additional fields for project-specific configuration
9. Team Assignment: Team selection and manager role assignments
10. Not Paid option: Option to mark projects as demo/test projects for any further controlling separation

Project trash

• Show trash
• Restore projects
• Edit deleted project

Project Update

• Edit existing project

The project editing form is similar to the Project creation form.

Note

The branch can be updated only by users with Super-Admin role.

---

Troubleshooting

Common Issues

No access to projects or no option to edit projects

• Not assigned as Team-Manager or not the correct the permissions. Contact your System-Admin

Role	View	Edit
System-Admin	all	all
Admin	all	all
User-Admin	same team	same team
Team-Admin	same team	same team
Team-Manager	assigned to	assigned as Team-Manager
Area-Manager	assigned to	❌
Employee	assigned to	❌

Project can not be created or a change can't be saved

• Check the Error messages on the top of the creation/edit form

• Common issues:

  • Required field missing -> Fill out the required field
  • End date before start date -> End date has to be later than the start date
  • Invalid Status change -> If needed contact your System-Admin
  • Field validations do not match -> Adjust the mentioned fields to a valid value

---