Projects list

Module: Operations | Platform: Web

Browse, search, and open all projects from a single table.

Navigation

Sidebar → Operations → Projects

URL: /projects

Gate: Projects → View. When this permission is scoped to Project Based, the list itself is limited to projects where you are the project lead -- see Project Detail Page for how the same scoping applies once a project is open.

Overview

The Projects list is the central hub for finding and opening any project. Each row is a project and shows its number, name, job count, customer, location, lead, value, and status. Click any row to open the project's detail view.

Table columns

Column	Description
Project #	Auto-generated project number. Sortable.
Project Name	The name assigned to the project. Sortable. Click to open the project detail view.
Job Count	Number of jobs created under the project. Sortable.
Project Customer	The customer (company) associated with the project, with a link to open its record.
Project Location	The project's address, if one is set.
Project Lead	The team member responsible for overseeing the project.
Project Value	Total contract/sales value for the project.
Project Status	Current status, shown as a coloured badge (for example Open).

note

Project statuses are a configurable list per instance, so the values available on your company's instance may differ from the example above. The Project Value header also responds to a click on the demo instance, but the list cannot actually be sorted by project value -- clicking it did not change the row order, unlike Project #.

Search, filters, and sort

Filter	Description
Search	Free-text search across project name, project number, customer, and status.
All / Active / Archived	Quick-filter tabs above the table. Active is the default view.
Project Customer	Searchable multi-select checklist of customers with at least one project.
Project Location	Searchable multi-select checklist of project locations.
Project Lead	Searchable multi-select checklist of users assigned as a project lead.
Project Status	Searchable multi-select checklist of the statuses configured for your instance.
Sort	Click the Project #, Project Name, or Job Count header to sort by it; click again to reverse direction.

note

Projects can be filtered by project type elsewhere in Appello, but no Project Type filter chip is offered on this list.

Key actions

Action	How
Create a project	Click Create Project at the top of the list. See Create a project.
Open a project	Click any project row to open the detail view.
Export	Click Export to download the current filtered view as CSV. The export includes several fields not shown as table columns (description, dates, daily hours, contact details, project type, and the external URLs), but does not include Project Value.

Bulk actions

Select the checkbox on one or more rows to reveal a bulk-action bar above the table. Which action appears depends on the active tab:

Tab	Action	What it does	Who can do it
Active	Archive	Removes the selected projects from the Active view. Data is preserved and the project can be restored later.	Requires Projects → Archive.
Archived	Restore	Moves the selected projects back to the Active view.	Requires Projects → Restore.
Archived	Delete	Permanently deletes the selected projects. Disabled for a project that is still in use (e.g. has related jobs).	Requires Projects → Delete.

note

Row checkboxes and the bulk-action bar are not shown on the All tab -- only on Active and Archived. The row checkboxes have no label of their own, so no screenshot of the bulk-action bar itself is included here.

Project-level settings reached from here

Two project-level settings are configured from forms that no other page fully documents yet. Both are reached from a project's own Settings tab, not from the list itself.

External URL Settings

Where it is: open a project, then Settings tab (/projects/[id]?tab=settings) → External URL Settings card → Set Links And Access.

What it's for: stores links to project-specific files hosted by a third-party service -- one link anyone with access to the project can open, and one link restricted to a minimum role.

Field	Required	Type	Effect
Public Folder → Resource URL	No	Link	Saved as the project's Public External URL. Anyone who can open the project can use Test Public URL on the Settings tab to open it.
Private Folder → Resource URL	No	Link	Saved as the project's Private Folder link. Only visible in this form to users with Role View permission -- others see a message instead of the field.
Required Access Role	No	Select (existing role)	The minimum role required to access the Private Folder link. Only shown alongside the Private Folder field, for the same permission reason.

Workflow:

1. From a project's Settings tab, click Set Links And Access on the External URL Settings card.
2. Enter a Public Folder resource URL, a Private Folder resource URL, or both.
3. If you have Role View permission, also choose a Required Access Role.
4. Click Set External URL to save, or Cancel to close without changes.

Once saved, Test Public URL / Test Private URL on the Settings tab open the stored links -- see Project Detail Page → Settings.

This guide opened the form and clicked Cancel without saving.

Set Shift Length

The Settings tab's Calendar Settings card also has a Set Shift Length control for the project's standard daily work hours. It's fully documented on Project Detail Page → Settings and not repeated here.

Attaching a project from another record

Some other records let you attach an existing or newly created project to them -- for example a company's Projects tab, or the Job step of the Estimate wizard. The entry point and fields belong to those other records, so they aren't documented on this page.

Project detail tabs

Opening a project shows tabs for Overview, Jobs, Estimates, Change Orders, Financials, Form Submissions, Schedule, Settings, and Files. Which tabs you see depends on your permissions and on whether the project is marked Internal. See Project Detail Page for the full tab-by-tab breakdown.

How projects connect to other features

Feature	Relationship
Jobs	Every job belongs to a project. Creating a job requires selecting a parent project.
Scheduling	Scheduled jobs and workers roll up to the project's Schedule tab.
Estimates	Estimates can be linked to a project and are listed on its Estimates tab.
Change Orders	Change orders adjust the project's contract value and appear on its Change Orders tab.
Financials	Budget and actual costs across all of a project's jobs roll up to its Financials tab.
Files	Files uploaded at the job level and the project level share the same folder tree.
Forms	Safety and inspection form submissions tied to the project's jobs appear on its Form Submissions tab.

Related

• Create a project
• Project Detail Page
• Create a job
• Project Files tab
• Change Orders
• Estimate report
• Job Cost Report
• Calendar Schedule