Projects
Create and manage the projects everything else in Manage hangs off.
Everything in Manage belongs to a project. The Projects list is your way in - find a project, open it, or create a new one.
The projects list
The list shows every project you can access, with search, sorting and paging. Open a project to work on it; the count at the top shows how many you have.
Create a project
If your role allows it, choose New project and fill in the form:
Name it
Enter the Project ID and Project name.
Choose a configuration
Pick the Configuration that defines its tables and fields.
Add the details
Set the Status (Open, Closed or Archived) and, optionally, the client, contractor and consultant. Save.
Configuration is fixed after creation
You can edit a project's details later, but not its configuration - that is locked in when the project is created.
Edit or archive a project
From a project's actions menu, choose Edit to change its details, or Archive to retire it. Archived projects drop out of the active list, but their data is kept.
Status
A project is Open while in progress, Closed when finished, or Archived once retired. The status shows in the list and changes when you edit the project.
Last updated 22 June 2026