Projects List Page

The Projects List page is your central hub for browsing, searching, and managing all projects. It offers four distinct view modes, real-time statistics cards, powerful filtering, and a quick view drawer that lets you inspect project details without opening the full detail page.

Statistics cards

On desktop, four summary cards appear at the top of the Projects List page giving you an instant overview of your project portfolio:

• Total Projects — The total number of projects matching your current filters
• Active Projects — Projects currently in an active status (confirmed, prepped, out of warehouse, or in progress)
• Quotes — Projects in the quote status awaiting client approval
• Total Value — The combined financial value of all projects matching your current filters

These cards update dynamically as you apply or remove filters, giving you real-time insight into any segment of your project data.

View modes

The Projects List offers four view modes, toggled using the icon buttons in the top-right corner of the page. Your preference is saved and persists across sessions.

Table view

Table view is the default and displays projects in a data table with sortable columns:

• Name — The project name and project number displayed together. Parent projects show an expand/collapse chevron to reveal child sub-projects as indented rows with visual connector lines beneath the parent. A sub-project count badge appears on the parent row. Recurring projects display a recurrence badge next to the name.
• Client — The client name with avatar. Client notice icons are shown where applicable (e.g., overdue invoices, special requirements).
• Status — A colour-coded chip showing the current project status
• Dates — Start and end dates displayed with calendar icons
• Value — The final total for the project. A discount badge appears when a discount has been applied. If the current user does not have financial permissions, the value column shows a locked indicator instead of the amount.
• Actions — Quick view button, edit button, and an overflow menu with additional actions (View Details, Go to Parent for sub-projects, Duplicate for main projects only, Delete with confirmation)

Sub-project rows are visually indented with tree connector lines linking them to their parent, making the hierarchy immediately clear. Cancelled projects appear with a strikethrough on the project name.

Grid view

Grid view displays projects as visual cards in a responsive grid. Each card shows the project name, client, status chip (colour-coded), date range, and total value. Cards for parent projects include a sub-project count indicator. Click any card to open the project detail page.

Grid view is ideal for a visual overview of upcoming work and for quickly scanning project statuses at a glance.

Kanban view

Kanban view organises projects into columns based on their status. Each column represents one of the nine project statuses — Inquiry, Quote, Confirmed, Prepped, Out of Warehouse, In Progress, Returned, Completed, and Cancelled. Drag and drop project cards between columns to update their status instantly.

Kanban view is available on desktop only. It is particularly useful for operations teams managing the daily flow of projects through the warehouse and delivery pipeline.

Calendar view

Calendar view plots projects on a monthly calendar based on their start and end dates. Projects span across days as horizontal bars, colour-coded by status. Use the navigation arrows to move between months, or click Today to return to the current month. Click any project bar to open its detail page.

Calendar view is best for scheduling and spotting date clashes, busy periods, or gaps in your calendar.

Search and filters

The search bar at the top of the page searches across project name and project number. Results update as you type with a debounced delay. Search works in all four view modes and combines with any active filters.

Three filter controls sit alongside the search bar:

• Status — Multi-select chips that let you filter by one or more of the nine project statuses simultaneously
• Client — An autocomplete dropdown to filter projects by a specific client
• Calendar navigation — Previous, Today, and Next buttons for navigating months in calendar view

Active filters appear as dismissable chips. Click the × on any chip to remove that filter, or click Clear All to reset all filters at once.

Quick view drawer

Click the quick view icon on any project row (table view) or card (grid view) to open a slide-out drawer on the right side of the page. The drawer displays a summary of the project — name, number, client, status, date range, equipment count, crew count, and total value — without navigating away from the list. Close the drawer to return to your current position.

Quick view is particularly useful when reviewing multiple projects in sequence, as it saves you from repeatedly loading and closing the full detail page.

Visual indicators

The Projects List uses several visual cues to convey information at a glance:

• Cancelled projects — Display with a strikethrough on the project name
• Recurrence badge — A small repeating icon appears next to recurring project names
• Sub-project tree lines — Indented rows with vertical and horizontal connector lines show the parent/child relationship
• Sub-project count badge — A numeric badge on parent rows indicates how many child sub-projects exist
• Client notice icons — Warning icons next to client names flag overdue invoices or special requirements
• Discount badge — A small badge next to the value column indicates a discount has been applied

Bulk actions

Select multiple projects using the checkboxes in table view or the selection mode in grid view. A bulk actions bar appears at the top of the page showing the number of selected projects and the available actions such as change status, assign manager, export, and delete. Deletion requires a confirmation dialog and is only available when no equipment is currently checked out against the selected projects.

Adding a new project

Click the Add Project button in the top-right corner, or use the floating action button, to open the project creation wizard. See the Creating a Project article for full details on the two-tab creation form.

Tips

• Use kanban view for daily operations — Dragging projects between status columns is the fastest way to keep your workflow up to date throughout the day.
• Use calendar view for scheduling — Spot double-bookings, busy weekends, and quiet periods at a glance before confirming new enquiries.
• Expand parent rows to see sub-projects — In table view, clicking the chevron on a parent project reveals all child sub-projects in context without navigating away from the list.
• Combine search with status chips — Search for a client name and then select the Quote status chip to quickly find all pending quotes for a specific customer.
• Check the value column for discounts — The discount badge makes it easy to identify which projects have negotiated pricing without opening each one individually.

Next steps

Continue to the next article to learn about creating a new project using the two-tab creation wizard, including setting the client, venue, priority, template, and time schedule.