Flex: Project Board

You can move a project from one status to the next by either drag and drop in the Project Board or click on the status in the sidebar. 

In the Project Board you can filter projects by:

• Name or number
   
• Project status
   
• Design status
   
• Our reference
   
• Designer
   
• Contact
   
• An external reference
   
• How long a project has been in a status

Use the filter bar below the tool bar to select the options to filter by. Reset the filter by clicking the icon below to clear previous selections. 

Related article: Flex: Find project
 

You can reconfigure the Project board by renaming the project statuses changing the order of project statuses changing the colour of project statuses This can be done in the Custom settings for Project statuses. For more information on how to do this click here. 

Note: Only the administrator will have the rights to do this. 

Project information that is shown in the Project Board view.

Each project lists the following information:

• The status of the project - shown at the top of the column
   
• Project number
   
• Project name
   
• Customer name
   
• Current value of the design against the budgeted value
   
• Expected contract date
   
• Salesperson responsible
   
• Selected alternative name and value

You can select any project in the Project Board and pull out more information in the Sidebar to the right of the screen. Here you can track and edit numerous parts of the project - see article The Project Board sidebar for more information.