Projects Overview

Created by Julia Kasser, Modified on Wed, 20 Sep 2023 at 12:25 PM by Carolina Mosing

In Projects overview you will find - by default for the period starting from last month - your active projects and events with different columns.

Here you can see the date, time, location, clients, the planner´s name, the number of registrations, as well as the planning progress (in numbers as well as in the progress bar) and the amount of open positions. 


To create a new project, use the "Add new project" button. In the tabs Drafts, Aborted, Archived you will find the projects with their respective statuses (not active). 

With the various filters you can reset the time frame of displayed projects or filter by locations, clients, planners. Filters set here remain saved/cached in the browser (do not need to be set each time).


With the search function you can search full text for project or event names.

 

 In the "Enrolled" column,  you might also see numbers in green or in red:  

 
 

 

These numbers indicate the amount of applications / withdrawals of applications since the last time you entered the staff planning page of this project or event. 

 
From projects overview, you can switch directly to staff planning by clicking on a project´s or event´s name. By selecting one or more projects or events, you can use the action buttons below to switch either to editing or to the various staff planning tabs. Use the 3 dots next to the buttons: 



 You can also use the 3 dots next to the project/event name to set various actions:

 


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