Project Views & Actions
Applies to: All tiers Last updated: 26-Feb-2026
Overview​
The Projects tab displays all uploaded schedules in your workspace. Switch between a Cards view (visual grid) and a Table view (sortable list), use Quick Filters to narrow results, and manage each project through an Actions Menu. A Portfolio Stats hero section shows aggregated metrics at the top.
Portfolio Stats (Hero Section)​
At the top of the Projects tab, the Portfolio Pulse hero surface displays key performance indicators drawn from your current and baseline projects.
| Metric | Description |
|---|---|
| Current Project | Name and data date of the project marked as Current |
| Activity Count | Total activities in the current project |
| Timeline Metrics | Start, finish, and duration compared to baseline |
| Performance Deltas | Positive/negative indicators comparing current vs baseline |
The hero section uses animated numbers and mini progress bars for a quick visual overview. It loads lazily for performance.
Cards View​
The default view renders each project as a glassmorphic card in a responsive grid.
Card Layout​
Each card displays:
| Element | Description |
|---|---|
| Project Name | Full name (truncated at 72 characters) |
| Role Badge | Current (blue), Baseline (green), Archived (grey), or None |
| Project ID | Short project identifier |
| Data Date | Last schedule calculation date |
| Activity Count | Number of activities in the schedule |
| Upload Date | When the file was uploaded |
| File Name | Original uploaded file name |
Card Actions​
The card footer provides quick action buttons:
| Button | Description |
|---|---|
| Set as Current | Mark this schedule as the active current version |
| Set as Baseline | Mark this schedule as the comparison baseline |
| Delete | Remove the project (with confirmation) |
A three-dot menu (⋮) on each card opens additional options — see Actions Menu below.
Responsive Layout​
| Screen Width | Columns |
|---|---|
| ≥ 1200 px | 3 columns |
| ≥ 768 px | 2 columns |
| < 768 px | 1 column |
For workspaces with more than 48 projects, the grid uses virtualisation for smooth scrolling.
Accessibility​
Cards include role="button", tabIndex={0}, aria-labelledby, and aria-describedby attributes. A screen-reader-only summary span describes the project state.
Table View​
Switch to Table view for a sortable, column-based list of all projects.
Columns​
| Column | Sortable | Description |
|---|---|---|
| # | — | Row number |
| Project Name | Yes | Project full name + short name |
| Role | Yes | Role badge (sorted: Current → Baseline → None) |
| Data Date | Yes | Schedule data date |
| Activities | Yes | Activity count |
| Actions | — | Inline buttons + actions menu |
Features​
- Sort by clicking any column header — an arrow icon indicates sort direction
- Resize columns by dragging the column borders
- Column widths are persisted across sessions
- Each row has inline Set Current and Set Baseline buttons plus the full Actions Menu
- The table is horizontally scrollable on narrow screens
Quick Filters​
A pill-style filter rail sits above the project grid (or table). Toggle filters to narrow the displayed projects.
Filter Groups​
| Group | Options | Description |
|---|---|---|
| Status | Current, Baseline, None | Filter by role assignment |
| Recency | Recent, Older | Filter by upload date freshness |
Each pill shows the matching project count as a badge. Active filters are highlighted. Click Clear All to reset.
Actions Menu​
Every project card and table row includes a three-dot menu (â‹®) with the following actions:
| Action | Description |
|---|---|
| Set as Current | Mark as the active schedule (disabled if already current) |
| Set as Baseline | Mark as the baseline schedule (disabled if already baseline) |
| Archive | Archive the project (disabled if already archived) |
| Export XER | Download as Primavera P6 .xer file |
| Export PMXML | Download as Oracle PMXML .xml file |
| Export MS Project | Download as MSPDI .xml file |
| Export Kazinex (.kaz) | Download as native Kazinex binary file |
| Delete | Permanently remove the project (highlighted in red, separated by divider) |
Deleting a project is permanent and cannot be undone.
Role Badges​
Role badges appear on both card and table views to visually distinguish project assignments:
| Role | Colour | Label |
|---|---|---|
| Current | Blue | "Current" |
| Baseline | Green | "Baseline" |
| Archived | Grey | "Archived" |
| None | Grey | "—" |
Badges are theme-aware — colours adapt to light and dark modes.
Stats Cards (Compact)​
Below the hero section, three stat cards provide a quick summary:
| Card | Content |
|---|---|
| Schedule Roles | Names of the Current and Baseline projects (clickable to scroll to the row) |
| Total Projects | Count of all uploaded projects |
| Activities (Sum) | Total activities across all projects |
Tips & Best Practices​
- Use Cards view for a visual overview when you have a handful of projects; switch to Table view for larger portfolios
- Quick Filters are especially helpful when you have 10+ projects — filter by Status to quickly find your Current and Baseline schedules
- The hero section updates automatically when you change Current or Baseline assignments
- Use the Export options in the Actions Menu to quickly share schedules with team members in their preferred format
Related Documentation​
- Uploading Schedules — How to import schedule files
- Import Wizard — Step-by-step import walkthrough
- Current & Baseline Marking — Setting up schedule comparison
- Supported Formats — Import and export format details