The project homepage displays the entire project list of organisation by default. This view can be customised according to requirements.
On the right hand side of the screen you can view the header toolbar. Below the header toolbar in the left hand side you can view additional two icons which can be used to export the data to Microsoft Excel or Word.
You can create customised search filters where you can only view the projects that are most relevant to you and set a default search filter which displays every time you perform a search. Please refer section 'Advanced Search' for more information.
Use the navigation options given at the bottom of the screen to navigate through the project list.
You can sort the projects using column titles. For example, clicking on the 'Start Date' column title sorts the items from oldest to newest.
Records can be grouped by any column dragging and dropping the column header on to the designated line. This can be useful if you are looking at grouping data by Project Type, then Project Owner, or any other required groupings.
Tick the check boxes alongside the project list to select them for any quick updates. Click 'Quick Update' to move to the quick update screen where the selected projects can be updated one by one. (Refer Quick Project Update for more details.)
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Last revised: September 23, 2018