The People and Projects pages provide a quick overview of your team and work and let you manage them individually or in bulk. The ability to view these pages depends on your access role and individual permissions.
You can access the People and Projects pages from the main left sidebar. On both pages, you can:
Select whether you want to see Active, Archived, or both
Use filters to narrow down the search results
Sort by the column headers
People page
The People page lists all active and archived users and sorts them by name, role, department, access role, tags, type, and shows the people they manage (if any). This is where you can add new teammates, edit 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, users with the default Admin access role, and anyone with permission to Configure admin settings can review them in Company settings > Admin > Guests.
Projects page
The Projects page lists all active and archived projects and sorts them by name, project code, client, tags, stage, margin, budget, start/end date, and owner. It also shows how many phases each project has (if any). 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 Margin and Budget columns depends on your access role and permissions.
Display options on the 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 and switch between scheduled and logged modes to display budget and margin based on planned or actual hours.
