Table of Contents
Project List Context and Benefits
Configuring Your Projects List
Columns Visibility
Filtering in Projects List
Saving Filters’ Set in Projects List
Sharing Filter Settings with Others
Clearing Filter Settings
Configuring Projects Type
Popular Use Cases
Viewing projects managed by a specific manager
Analyzing planned vs. actual project hours (input hours/scheduled) for a specific time frame
Project List Context and Benefits
The Projects List feature in Foresight Connect is a comprehensive tool for managing and analyzing your organization's projects. This feature provides more than just a basic overview of ongoing and completed projects; it allows managers to configure customized views that align with specific operational or strategic needs. Managers can efficiently track project progress, resource allocation, and billing types through advanced filtering, column configuration, and sharing options.
Using the Projects List, managers can easily identify projects led by specific managers, filter projects by their current status, or analyze the comparison between scheduled hours and input hours. Additionally, the tool supports collaborative efforts by enabling saved and shared filter views, ensuring alignment between team members and project stakeholders.
Configuring Your Projects List
| Go to the Projects List Tab ➡ Click Add Filter button ➡ Select filters you need ➡ Click Gear Icon on the right ➡ Adjust Columns Visibility ➡ Click … of … button to change Results Per Page settings |
You have the following options for configuring the Staff List view:
- Add Filters: Use the Add Filter button at the top of the page to apply specific filters.
- Columns Visibility: Click the Gear icon on the right side of the screen to customize the columns displayed in the list.
- Results Per Page: Set the number of results displayed per page.
Detailed explanations of selected features are provided later in the instructions.
Columns Visibility
To adjust column visibility, click the Gear button. You can choose from the following indicators:
- Project Name
- Input Hours / Scheduled
- ID
- Client Name
- Type
- Current Status
- Start Date
- Due Date
- Team Members
- Active Team Members
- Currently Assign Team Members
Filtering in Projects List
Saving Filters’ Set in Projects List
| Click Add Filter button ➡ Select filters you need ➡ Click Apply button ➡ Click green Save Icon on the right top corner ➡ Name your filters settings |
To save filter settings, click the green Save icon and give them a name. This allows you to return to your selected settings anytime. Once saved, you can access your filters under the "Saved Filters" button.
Sharing Filter Settings with Others
| Click Add Filter button ➡ Select filters you need ➡ Click Apply button ➡ Click Share Icon on the top right corner ➡ Click Copy link button ➡ Share the link with colleagues |
To share specific filter settings, select the desired one, click the "Apply" button, and then return to the Staff List view. In the top right corner, click the Share icon. Copy the link and share it with a colleague via a private message.
Clearing Filter Settings
You can also clear filter settings. Click the Trash button to remove all selected filters. However, if you think you might need the current filter settings in the future, we recommend saving the filter first by following the instructions in the Saving Filters’ Set in the Staff List section. After saving, you can clear the filters and select new ones.
Configuring Projects Type
Projects Type is a category you can use to filter projects in your organization. This category is fully customizable—you define how project types are understood within your organization.
To configure project types, you need Data Fields Manager - Manage Type List permissions. To learn more about permissions, go to the article.
Follow these steps to define project types for your organization:
| Go to the My Company Tab ➡ Navigate to the Types section ➡ Click the Add button ➡ In the pop-up modal, add a value and description |
Once you successfully add a type, it will appear in the Add Project and Edit Project pop-up modals. Learn more about adding and editing projects in the article.
Popular Use Cases
Viewing projects managed by a specific manager
Filtering by Project Manager
Analyzing planned vs. actual project hours (input hours/scheduled) for a specific time frame
Filtering by Start Date, by End Date and Input Hours/Scheduled Column