15.2. Project Management List View

The project management list view allows a technician to perform the following things:

• Filter and view all existing projects that are running, in-progress, closed and cancelled.

• Manage a project (assignment, start/cancel, view audit trail)

• Create custom search queries.

• Create new projects.

15.2.1. Open Project Management List View

• Go to admin >> Launcher >> Project.

• The project management list view opens with the following options:

1. Section A houses and search and filer options.

2. Section B is the list area where projects are visible, and a technician can perform the following operations with a project:

   1. Open a project (Details View).

   2. Change priority.

   3. Start a project.

   4. Assign project to a technician.

   5. Mark a project as complete.

   6. Cancel a project.

   7. Archive a project.

   8. View audit trail.

3. Section C houses the option to Create a New Project.