Project List Page

The Project List Page shows every project as a card. Click a Projects icon in the icon rail to get here, and click a card to open that project. The bar above the list and each card's right-click (or ⋮) menu provide functions for adding, deleting, and filtering projects. More information on how to filter can be found in the Filter Tool section.

To add a project:

1. Click + New in the bar above the list, or choose New Record from the app menu (the menu icon at the top of the icon rail).
2. A new project opens immediately with a default number and name surrounded by brackets. Edit the fields — changes save automatically.

To delete a project:

1. Right-click the project's card (or click its ⋮ button) to open its menu.
2. Choose Delete.
3. Click Yes to delete the project. If related items are found, Project Notes searches the database for related project information and opens the Search Page instead — you cannot delete a project that still has related records.

To view closed projects:

1. From the app menu, check Show Closed Projects (or turn on Show closed projects in Settings — see Preferences).

Viewing Your Entire Project Portfolio

The Project List Page also provides in-depth earned value metrics based on the cost information entered on the Project Page. Each card provides reminders for invoicing and status reports. The Earned Value Terms section explains the earned value calculations. Fields are explained below. Financial figures only show when Show Internal / Budget Items is turned on — from the app menu, the Show Internal toggle at the top of this page, or Show internal items in Settings. In most cases you will want to use a plugin that pulls your earned value numbers into Project Notes. Integrating with Microsoft Project would be an example of this.

Field	Description
Number	The project number is often a unique identifier used across multiple systems. Plugins often use this number to find and relate project information in other systems.
Project Name	The project name should remain consistent across multiple systems. It should be a concise description of the project.
Company	The company the project work applies.
Status Date	The last time the status report was run. The value is shown in different colors to warn you when the next status report should be sent to the company.
Report Period	Weekly: Red indicates it has been more than 7 days since the last report. Yellow indicates it has been exactly 7 days since the last report. Bi-Weekly: Red indicates it has been more than 14 days since the last report. Yellow indicates it has been more than 12 days since the last report. Monthly: Red indicates it has been more than 30 days since the last report. Yellow indicates it has been more than 25 days since the last report.
Invoice Date	The last date an invoice was sent. The value is shown in different colors to warn you when the next invoice should be sent to the company.
Invoice Period	Milestone: Yellow indicates it has been more than 25 days since the last invoice. Monthly: Red indicates it has been more than 1 month since the last report. Complete: No color indicators will show.
Budget	The overall budgeted cost of the project.
Actual	The actual cost of the project.
Consumed	The percentage of the budget consumed. It is the actual cost divided by the budgeted cost. This value will display yellow to indicate 90% or more of the budget has been consumed. The value will display red to indicate 95% or more of the budget has been consumed.
BCWS	The budgeted cost of work scheduled to date.
BCWP	The budgeted cost of work performed to date.
BAC	The budget at completion. The planned cost for all project work.
EAC	The estimated cost to complete the project based upon the current progress.
CV	Cost variance of the project comparing actual costs to budgeted costs to date. This value will display yellow for a variance 5% or greater. This value will display red for a variance of 10% or greater.
SV	Schedule variance of the project comparing actual work complete to the planned work complete to date. This value will display yellow for a variance 5% or greater. This value will display red for a variance of 10% or greater.
Complete	The percentage of overall planned work complete. This value will display yellow to indicate 90% or more of the work is complete. The value will display red to indicate 95% or more of the work is complete.
CPI	The cost performance index. This value will display yellow for values less than 1.0. This value will display red for values of 0.8 or less.
Status	The status of the project: Active or Closed.

To hide earned value metrics:

1. From the app menu, uncheck Show Internal / Budget Items (or use the Show Internal toggle at the top of this page). Note: this will also hide Notes and Item Tracker items marked as Internal.