Managing Projects

Work with an existing project from its Projects Dashboard - review disbursements, and keep supporting documents in the project's File Repository.

The Projects Dashboard

Open a project to reach its dashboard, where you can see its details, disbursements, and attached files alongside the project's statistics and budgets.

File Repository

Every project has a File Repository for storing supporting documents - exported reports, client paperwork, bill CSVs, and anything else that belongs with the project.

• Add files by dragging and dropping them onto the repository, or using Select a File
• Each file shows the uploader, File Name, Description, Date, and Size
• Use the row actions to open, download, or delete a file

Cleaner File Tables

You can now hide the file descriptions in the file table for a cleaner, easier-to-scan layout. Click the hide description (eye) icon above the table to collapse the Description column so file names stand out; click it again to show descriptions when you need them.

This is purely a display preference - it doesn't change or remove any descriptions, it just controls whether the column is shown.

Related Topics

• Creating Projects - Set up a new project
• Project Status - Activate, close, and reopen projects
• Tailored Statistics - Customise the project dashboard views
• Project Budgets - Track cost, time, and chargeable budgets

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