Reverting to proposal
On the Project Index page you have the ability to revert a Project back to a Proposal.
NOTE: You can only revert a Project back to Proposal if there has been no actuals booked to the Project.
Select the 3 dots against a specific project.
Select the Revert to Proposal button.
You will be asked for a confirmation afterwards select Confirm to revert.
The reverted project will now disappear from the projects index and will update status on the proposal index from won back to draft.
Project Dashboard Shortcut
Much like on the Proposal index page you have the ability to Add a project to you personal dashboard.
Select the 3 dots for a specific project then Add to Dashboard.
The newly added project will appear on your personal dashboard for quicker access.
Project Filtering
There are 5 types of filtering available on the index page:
Alphabetical Filter
Hover over any of the column titles.
Click the name and an arrow point up should appear while the filter is being applied.
On the first click an arrow will point up to signify A-Z.
On the second click an arrow will point down signifying Z-A.
Third click will reset the filter back to default.
Column Pin
The column pin is not necessarily a filter but will cause the selected column to be locked on either the right or left side of the screen depending on which pin was selected.
Select the 3 dots on any of the column titles.
Select the Pin Column option.
Select whether to Pin Left or Right.
You can unpin a pinned column by selecting No Pin.
Column Filter
Select the filter icon against any of the column titles.
The filter options will appear below.
Deselect the available filters via the (Select All) tick box.
Either scroll down or use the search function to find the fields to filter by. The filter will automatically apply when a field is ticked or unticked.
Index Filter
The index filter can be used to remove, reorder or re-add columns on the proposal index.
Select the 3 dots against any column title.
Select Choose Columns near the bottom of the options.
The filter will appear as shown below.
Untick the box for the columns to be removed from the index.
Using the bento menu (4x4 dots) you can reorder the columns.
Select Reset Columns to remove the applied filters.
Search Filter
The search filter can be used to search for a specific project by title, reference or keyword.
