Available Column Controls
Different column controls are available depending on the metadata field. Some fields can be searched, some can be sorted, and some are for information only.
NOTE: The columns shown in the Projects tab depend on the fields selected from the Customise menu. For more information, see How Do I Customise Displayed Fields in List View?
Field | Available Control | How It Works |
Name | Search | Use the hover search to find Projects by full or partial Project name. |
Last Form Activity | Sort | Sort Projects by last Form activity in ascending or descending order. |
Files | Not applicable | This field is for information only and does not include search or sort controls. |
Status | Search and Sort | Use the hover search to filter by status, or sort statuses in ascending or descending order. |
Last File Uploaded | Sort | Sort Projects by the last file uploaded date in ascending or descending order. |
End Date | Search | Use the hover search to find Projects by end date. |
Favourite | Not applicable | This field is used to mark or unmark favourite Projects. |
Owner Org | Search | Use the hover search to find Projects by owner organisation. |
Project Managers | Search | Use the hover search to find Projects by Project Manager. |
Start Date | Search | Use the hover search to find Projects by start date. |
Description | Search | Use the hover search to find Projects by full or partial description. |
Geography | Sort | Sort Projects by geography in ascending or descending order. |
Administrators | Search | Use the hover search to find Projects by administrator. |
Apps | Not applicable | This field is for information only and does not include search or sort controls. |
Cloned From | Search | Use the hover search to find Projects cloned from a specific Project Template. |
Created Date | Sort | Sort Projects by created date in ascending or descending order. |
Tags | Search | Use the hover search to find Projects by full or partial tag. |
Type | Sort | Sort Projects by type in ascending or descending order. |
Users | Not applicable | This field is for information only and does not include search or sort controls. |
Standard Filtering Options
The Projects tab provides search and filtering options to help locate Project records quickly.
In addition to column-level search and sorting, standard filters can be applied using the Filters dropdown. Each filter uses a specific input type such as, dropdown, text box, or date picker.
TIP: Multiple filters can be applied at the same time to narrow the Project list further.
Name | Input Type | What It Does | How to Use It |
Administrators | Multiple Choice | Filters Projects by the selected administrators. | Search or select one or more administrators from the dropdown. |
BIM Status | Multiple Choice | Filters Projects based on whether BIM is enabled. | Select Yes, No, or both. |
Cloned From | Multiple Choice | Filters Projects cloned from selected Project Templates. | Search for or select one or more Templates from the dropdown. |
Country | Multiple Choice | Filters Projects by country. | Search for or select one or more countries from the dropdown. |
Description | Text Box | Filters Projects with descriptions that contain the entered keyword or phrase. | Enter a full or partial description, keyword, or phrase. |
End Date | Date Picker | Filters Projects by end date. | Select Before, After, or Between, then choose the required date or dates. |
Owner Org | Multiple Choice | Filters Projects by the selected owner organisations. | Search for or select one or more organisations from the dropdown. |
Project Managers | Multiple Choice | Filters Projects by the selected Project Managers. | Search for or select one or more Project Managers from the dropdown. |
Project Name | Text Box | Filters Projects with names that contain the entered keyword or phrase. | Enter a full or partial Project name. |
Project Status | Multiple Choice | Filters Projects by status. | Select Open, Archived, or both. |
Start Date | Date Picker | Filters Projects by start date. | Select Before, After, or Between, then choose the required date or dates. |
Tags | Text Box | Filters Projects containing the entered tag. | Enter a full or partial tag. |