The Projects aggregate view shows every project your team has created, from high-level pipeline oversight down to hands-on management of an individual bid.
It is one of the three views inside Projects. The list and board layouts, filtering, display options and saved views all behave as described in Working with views, filters and saved views. This article covers what is specific to projects.
Where to find it
In the left-hand sidebar, under Workspace, click Projects.
Sorting in list view
Projects can be ordered by:
Status
Name
Client
Contract Value
Due Date
In board view, the same fields are available except Status, which the columns already group by.
Board columns
Board view groups projects into the five progress statuses: Not Started, Ongoing, Submitted, Won and Lost. For what each status means, see Projects: Overview.
Dragging a project card into a different column changes the project's status to match.
Filters
Status | Show projects in one or more statuses: Not Started, Ongoing, Submitted, Won or Lost. |
Assignees | Show projects assigned to one or more specific team members. |
Started After | Show only projects created on or after a chosen date. |
Started Before | Show only projects created on or before a chosen date. |
Min Contract Value | Show only projects at or above a chosen value, to focus on larger opportunities. |
Max Contract Value | Show only projects at or below a chosen value. |
Filters combine. Setting Status to Ongoing and Submitted alongside an assignee shows only that person's live bids; adding a minimum contract value narrows it to their largest ones.
Useful saved views
All active projects
High-value opportunities
Projects assigned to you
Submitted projects awaiting outcome
Related articles
Working with views, filters and saved views — how sorting, filtering and saved views work.
Archiving and restoring projects — how projects leave the active workspace and how to bring them back.
Project Dashboard — what you see when you open a project from here.