The Projects screen is where you can add, edit, duplicate, remove, import and export projects in Projectal.
Getting to the Projects screen
- Go to the Management screen by clicking Management on the left sidebar.
- Click the Projects button to display the Projects screen.
Projects screen toolbar
The Projects screen toolbar has the following buttons:
- Add - to add a new project
- Edit - to edit the selected project
- Delete - to delete the selected projects
- Duplicate - to make a copy of the selected project
- Import - to import a list of projects from a spreadsheet or PDF file
- Export - to export the list of projects to an Excel spreadsheet (XLS) file
- Quick Search - to search and filter the list of projects using some text
- Filter - to search and filter the list of projects using fields
- User Views - to save and recall your favorite user views on this screen
- Color By - to color the list of projects by the designated color of a selected data attribute
Editing Projects
Double-click on a cell to edit a value for the project.
Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell.
Select a cell and drag the right side corner of the cell to fill down the value into other cells.
Select a cell and press the DEL key to delete the value from the cell.
Tip: Enter text into the Filter edit box and click the Search button to find specific projects.
Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list.
Tip: Click on a column header to sort the list ascending or descending.
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