List of projects
In this screen, you can create and modify projects, as well as perform other actions such as applying a template en masse.
By default, projects with a completed or archived status (or more precisely, a status with a completed metastatus) are not displayed. The list is filtered on active elements. Simply remove the filter criteria to see all projects.
La view 
Rights required :
Consultation of a project to which the user is assigned- If no rights are set, then only projects for which the logged-in user is project manager are displayed.
This screen can be accessed by clicking on the homepage block titles 
Project hierarchies can be displayed in the list. There is no display limit, except for hierarchies with multiple attachments: a maximum of 3 can be displayed.
The following actions are possible on this screen:
Searching and organizing the list
We can have a filter All projects or a filter that works with criteria.
This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.
This list of projects can be filtered using several criteria:Then click on 
Please note that project filters and filter criteria appliedaction the
This button is used to sort :
- in ascending order on first click (down arrow)
- in descending order on second click (arrow up) A third click on this button removes the sorting.
Sorting is performed on the header of a list in the application: list of views, users, projects, etc.
Creating a static filter
This button creates a new private project filter.
Projects selected before clicking on this button will be added to the filter: it will therefore be a static filter.
A window appears: a 
Wording must be filled in for the filter to be created.
List of private project filters : 
Project
Creating and modifying a project
Adds a new project. See .svg)
Projects - Creating a project
Project sheet
This button downloads/opens the project summary sheet set by default (
Project or 
Rights required : Viewing views in platform administration
Quick editing
It is possible to modify List, Chain, Digital, Boolean or Date without leaving the project list screen.
Quick editing can only be performed on one project at a time.
This button is available to the right of a project line.
Rights required : Project modification
Allows you to modify a project. See Projects - Modifying a project
Advanced modifications
Apply template
This field is used to select the project template to be applied. 
Project
Once the fields have been defined, click on
A confirmation message appears: changes cannot be undone.
Update smoothing start date
This button is used to enter a new start date for smoothing the remaining work . If a new date is entered, then projects already completed on this date are displayed as they are not rescheduled, while the overall remaining work of other projects is smoothed from the new date selected. If the end date of the project or phase is earlier than the selected date, then a new smoothing start date will be entered in the past.
Rights required : Update remaining work smoothing date
Modify en masse
This button allows you to modify multiple items of information with a single click.
See Projects - batch edit projects
Use this button to delete one or more projects at a time. A confirmation window appears to confirm the deletion.
Project status must not be defined on the basis of In progress to be deleted
Creating a project
There are five ways to create a project:
- Projects - template creation
- Projects - Creating an empty project
- Projects - Creating from a project (copy)
- Import
MS Project files - Import via spreadsheet file
Projects
Rights required :
- Project creation
- Creating a project using a template
- Creating a project from a project (copy)
- Using templates in projects
Here are the possible actions:
Cancel creation
This button cancels the current project creation and returns to the project list.
Create and save
This button creates the new project with the information entered.
Here are the fields found in this screen:
Creation mode Choice of template Search for a projectCreation using a template
template creation saves time, harmonizes projects and ensures that practices are applied throughout the organization
Rights required :
- Creating a project using a template
- Using templates in projects
Only hierarchies specified in the creation form are displayed.
Here are the possible actions:
Cancel creation
This button cancels the current project creation and returns to the project list.
Create and save
This button creates the new project with the information entered.
Here are the standard fields found on this screen:
Start date End date Creation date Project closing date Wording project manager status Code Description view project header summary sheet document Creation using an empty project
This creation mode allows you to start from scratch, with no pre-filled fields.
Rights required : Project creation
Here are the possible actions:
Cancel creation
This button cancels the current project creation and returns to the project list.
Create and save
This button creates the new project with the information entered.
Here are the standard fields found on this screen:
Wording Start date End date statusCreation from a project (copy)
Rights required :
- Creating a project from a project (copy)
Here are the possible actions:
Cancel creation
This button cancels the current project creation and returns to the project list.
Create and save
This button creates the new project with the information entered.
Here are the standard fields found on this screen:
Wording Start date End date status Modifying a project
To modify a project, go to the various project tabs: .svg)
Projects - Within a project
batch edit projects
By selecting several projects in the project list, you can modify certain fields to save time.
Rights required : Project modification
The following actions are possible on this screen:
Validates your changes. This may redirect you to the previous page on some screens.
Here are the standard fields found on this screen:
status project manager Start date End date scheduling mode Type of summary sheet homepage template Project header Father project status budget request Attachments Planning Budget Resource revenue risk task Exchange Select an attribute