Skip to main content
Conga Support

Projects Screen

The Projects screen displays a list of the projects that include you as a member of the Project Team.  If you have been granted the Project Admin permission, the list of projects also includes those you have created. 

The information that displays for each project, such as project name, description, and the project group, type, and status, can be customized to meet your at-a-glance viewing needs.  The projects that display in the browse screen can also be filtered using the Search option.

ProjectsBrowse.png

A

Navigation Toolbar

Click My Place to display the menu, and then click the Projects link to display your Projects browse screen.

B

Project record link Click on a link for a project record to display its Project 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 clickFor example, if you wanted to search for a project that contained the word "build" or "building," you would enter *build* in the Search field.
  • Click Icon Search Clear.png to clear the filter.

D

New Project button

Click to create a new project.

This button displays only if you have the Project Admin permission.

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

F

Column display

To customize the information in the screen, hover over a column heading until the Icon Column.png 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.

G

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.
H

Show Items list

To change the number of data records that display on each screen, change the default selection.

I

Jump to Page option

To view a specific page of company records, enter a value in the Page field and press the ENTER key on your keyboard.

J Paging option
  • To move forward or back one page, use the and icons.
  • To display the first or last page, use the and  icons.
K Refresh option To return the browse screen to the default view after a running a search or making changes to the display, click  image053.png.

 

  • Was this article helpful?