Skip to main content
Conga Support

Projects Link

The Projects link in a Contract Profile is used to display a Projects screen, which stores all of the projects associated with the contract.  The link is appended by a number, indicating the number of projects linked to the profile. Projects are added to a Contract Profile when a user creates a project and adds the Contract Profile to the project.

To access the Projects screen, open a Contract Profile, and scroll to the Links section of the screen.

ProjectLink.png

A

Projects link

Click to display the Projects browse screen.

B

Project records

Review the projects that are using the Contract Profile.

C

Search option 

  • Click Icon SearchList.png to display a list of searchable fields, and then click in the check box to the left of the fields you want to search.
  • Enter a beginning keyword or value in the Search field, and click.
  • Click Icon Search Clear.png to clear the filter.

D

Column display 

To customize the information in a browse screen, hover over a column heading until the  icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

E

Sort option

To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

F

Reorder and Resize Columns

  • To resize a column, hover over the right or left border of the column heading until the resize  icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the  icon displays, you are successfully moving the column.
  • Was this article helpful?