How to use the project overview
You reach the project overview via the main menu and the menu item Projects.
In the overview, you will find a list of all the projects visible to you.
Using the dropdown menu you can quickly switch between the predefined filters, e.g. to display only active projects or your projects.
The project list automatically loads more projects if you scroll to the bottom of the list.
If you click on Timeline above the list, all projects will be displayed in a timeline view.
For a project to be displayed here, it must have a start and end date. You can add them in the project details or in the editing window.
The projects are automatically arranged to save space, depending on the time range. Unfortunately, sorting or grouping is not possible here. However, you can search for projects and also apply the filters.
The details that are displayed in each project are the same columns that you have chosen for the list view. You can edit them using the column icon in the upper right corner.
By clicking on the milestone icon in the upper right corner, you can view the milestones. They are displayed as small diamonds at the top of the respective project beam. Milestones that are outside the project time range are not currently displayed. If you hover over the milestones, the full name will be displayed.
You can use the zoom buttons in the upper right corner of the timeline to zoom in or out.
Wide and narrow view
If you use awork on a large monitor, the view automatically switches to a wider view and displays more columns and project information than on a small monitor.
In the two different views (wide/narrow), you can display different numbers of columns that awork remembers for you in the respective view.
Actions on projects
Using the action button on the right side of the project list, you can directly edit, delete, etc. the project.
You will see the filter menu via the funnel icon. Here you're able to build and save filters for your project overview.
To save, simply enter a name in the selection field on the left (the red text means the filter is unsaved) and click on the save icon on the right.
Switch between your saved filters using the selection box on the left. These filters are the same ones that are available to you on the dashboard for the project widget.
awork remembers when you have selected a filter, even if you reload the page. You can see that a filter is active by the purple dot on the filter icon.
Projects can be grouped in the overview as desired. To do this, open the grouping menu and select the desired grouping. The grouping will be saved for you automatically.
Use the magnifying glass icon to search in the project overview. Your project list will be searched automatically, and the number of projects will be filtered accordingly. If you remove your search text, you will return to your previous view.
Show and hide columns
Use the column icon to display different columns in the overview. awork automatically remembers your selection.
Depending on whether you are in the wide or the narrow view of the project overview, you can display different numbers of columns. Due to the limited space, these values are fixed.
You can download and export in Excel format in the list view and in the timeline view via the action button at the top right corner, located above the project list. This contains the raw data of the project overview, which you can use for your own evaluations.
You can find more information about creating exports here.
View all projects of a user or client
There are two ways to display all projects on which a user or client is occupied:
You filter the project overview by the user or client (see above)
Open the user or client details (Settings > Client or User) and switch to the Projects tab.
I can't find my project. What can I do?
If you can find your project, neither in the project overview nor via the search, you probably don't have enough rights to see it.
Ask the project manager if they gave you access to the project, e.g., by assigning you to the project or by assigning the project to your team.
I can find my project, but I don't see it in the overview. What can I do?
Often you simply still have a filter active. Click once on the funnel icon to see if a filter is selected. Alternatively, maybe the project is already closed, and you are in the active projects view?