Project Browser

This tab is reached by choosing View | Projects. 

Permissions and Settings

Appropriately enough, you can only see projects on this tab if you have permission to view them. You can view a project if any of the following are true:

• You are the project manager
• You are on the PM Team, do not need Can Act as PM checkbox ticked
• You are the engagement manager
• You have the cost center permission View Projects for the project's cost center
• A role on the project has been shared to a cost center for which you have the cost center permission View Projects
• The effective resource on a role is in a cost center for which you have the cost center permission View Projects. The resource can be in the cost center at any point in their history.
• Anyone with the cost center permission Request or Schedule Resources for at least one named role on the project AND the cost center permission Request or Schedule Engagements for the project's cost center. The current project's stage and whether it is open for requesting/scheduling does not matter. (Note this may actually be inaccurate. I'm not certain how this got written into the help, but it may be a conflation of facts from the previous two bullet points. We should test whether this bullet is actually true.)
• You have user the general permission Allow resource to request their own time or Allow resource to book their own time and the resource has a role on the project (are stage permissions required too?)

Projects open in any one of three modes - Viewing, Project Manager, or Scheduler mode. Your current mode is displayed in the window title bar as seen in the screenshot below. The mode determines what you are allowed to do once the project is open. In viewing mode you cannot change anything, only view the details. In PM mode you can request resources on the project. In Scheduler mode you can book resources on the project. For specific examples of how requesting and scheduling work please see the Resource Scheduling help page.

You can open a project in an explicit mode by right clicking on it and choosing the mode you want.

For permissions related to specific actions on the projects tab, like revenue recognition or pre-invoicing adjustments, please see those individual help pages.

Manage Projects

Common project management actions.

Add Project to New Engagement

Click the Add New Project button. This creates both a new engagement and a new project at the same time. For a full walkthrough, see the Engagements and Projects help page.

Add Project to Existing Engagement

Edit the engagement the project will be on, or edit a sister project and then switch to the engagement tab. Once there, use the Engagement Projects Tab to add your new project. For a full walkthrough, see the Engagements and Projects help page.

Edit Project

Double click on any existing project. This opens up the Project Info Tab.

Delete Project

Right click on any existing project and choose Delete Project. If Projector will not let you delete the project, please see How do I delete this project? Some projects cannot be deleted for audit trail purposes. In these cases you should close the project instead.

Clone Project

Right click on any existing project and choose Clone Project. Cloning greatly simplifies the task of creating new projects based upon existing ones. It is most often used in the following scenarios:

• create a project similar to an existing one
• create projects based off of a template project
• you have an incorrectly configured project and need to make a new one that is properly configured

Cloning a project replicates the project's basic structure, including client, cost center, start date, end date, project management staff, tasks, roles, and billing information. The user can also replicate specific resources assigned to roles, requested hours, booked hours, and/or rate overrides.

Copy From Project

Right click on any existing project and choose Copy From Project. This tool let's you take information from one project and pull it into a second project. This functionality is similar to cloning a project, but instead of creating a new project, the data is imported into an existing one. It is typically only used by Salesforce users. For a full description and examples please see Copy from Projector Form.

Perform Revenue Recognition

Right click on a project and choose Perform Revenue Recognition. Despite the fact that revenue recognition is accessed at the project level, it is always run at the engagement level. To learn more about how revenue recognition works see the Revenue Recognition Wizard help page.

Create Pre-Invoicing Adjustments

Right click on a project and choose Create Pre-Invoicing Adjustments. Pre-invoicing adjustments are a powerful tool and are great for making modifications to approved time and cost cards. You can perform write ups and write downs, transfer between projects, change rate types, and more. See the Pre-Invoicing Adjustments Form help page for more.

Close Out Engagement

Right click on a project and choose Close Out Engagement. Despite the fact that this is accessed by the project browser, it always runs at the engagement level. This feature makes sure that your engagements are cleanly closed out at the end of their life cycle by making sure that all associated projects are closed, all time and expenses are invoiced, and all the project accounting is correct. See the Engagement Close Wizard for more detailed information.

Open Workspace

Each project in Projector has an associated website where you can share files, collaborate, view team members, and more. This option opens up the website. See the Project Workspaces documentation for more details.

Customize Results

You can customize the data shown on this tab by either entering a search query or by clicking on Customize Browser in the lower left of the screen. The table below details how you can filter your results and customize the output.

Filter Projects and Engagements

Narrow your search results with these filters.

Additional Filters

You can further narrow your results with these additional filters.

Customize Columns

This is the area that you are most likely to use. It allows you to define what information you want to see after a query. There are a large number of columns that can be shown, tick each one that you want to see.