The People and Projects pages provide an easy overview of your team and work so you can quickly manage them in bulk or individually. The ability to view these pages depends on the access rights and individual permission levels. Members have no access by default.
On both pages, you can:
- select if you want to see Active, Archived, or both
- use filters to narrow down the search results
- sort by the column headers
- use the checkboxes on the left side of the screen to select and bulk-manage people or projects.
People page
The People page lists all active and archived users and sorts them by name, role, department, access rights, tags, type, and the people they manage. This is where you can add new teammates, edit the existing ones, and archive or delete them. This is also where you can import/export your team.
📝Note: Guests do not display on the People page. The Account Owner and users with Admin access rights can review them in Team settings > Guests.
Projects page
The Projects page lists all active and archived projects and sorts them by name, client, project code, tags, status, margin, budget, start/end date, and owner. This is where you can add a new project, create and manage project templates, and import/export the list of your projects.
📝Note: The information shown in the Budget and Margin columns depends on your access rights & permissions:
Margin column
Visible to: Account Owners, Admins, Billing users, and Managers with profitability visibility enabled.
Hidden from: Members and Managers without profitability visibility.
Budget column
Visible to: Account Owners, Admins, Billing users, and Managers with budget visibility enabled.
Hidden from: Members and Managers without budget visibility.
Guests can be given Admin, Billing, Manager, or Member access.
Display options on Projects page
On the Projects page, you can customize how your project data is displayed using the Display options menu at the top right of the page.
You can customize the view to show or hide columns (only available on Projects page) and switch between Scheduled and Logged modes to display budget and margin based on planned or actual hours.
