Project List

The Project Search / List screens are available to users with several roles in order to view or maintain project information.

Searching for Projects

Using the Project Search / List screen, you can choose to either display a complete list of all Unanet projects (by simply clicking on the List tab), or you can supply selection criteria on the Search tab to narrow down the results, and then click on the List tab to display the filtered list.

Field Descriptions (click on a link below for additional information):

Listing Projects

The filtered (or complete) list of Unanet projects will resemble the following example:

The table can be manipulated in the following ways:

Click on column headers to sort columns ascending or descending. Only one column can be sorted at a time, however, the Project Organization and Project Code columns will also be sorted in ascending order as secondary sorts.
Right-click on the column header row to show or hide non-frozen columns (i.e., columns that always display when scrolling). Then click on either the show or hide icon( or ), whichever is applicable.

Hover cursor between column header names until you see the resize icon - . Then click to drag right or left in order to resize the column.
Use mouse scroll button or scrollbar on the right of screen to scroll vertically up and down on the table.
Click on a non-frozen column heading to drag and drop on the column heading row to move or re-order the columns.
Click on the save table view icon - - to save your table settings, such as resized or hidden columns. Click on the reset table view icon - - to reset the table back to default settings.
Click on the print friendly icon - - in the top right corner of the page to display a print friendly version of the page with no headers and icons. Click on the back to Unanet link - - when finished printing.

Note: When the cell text is wider than the cell, you will see an ellipses indicated by 3 periods (...). To see the rest of the text, you can either hover the cursor over the text or expand the column.

Note: The Print Friendly link at the top right of the table will display when the Customizable View option is selected in Data View Options on the Search page. If you select Standard View, you will need to use CNTRL + P keys to print.

Field Descriptions (click on a link below for additional information):

Depending on your role, the projects included in the project list will vary as follows:

Administrators and HR Administrators -- Have access to all projects.
All Project Administrator Roles and their Alternates -- All projects for which this user is explicitly assigned as a Primary or Alternate for a project administrator role. All projects which this user may be able to see as a global alternate to another Project Administrator (for that alternate role). All projects belonging to a project and owning organization to which this user has Organization Access enabled where those projects are configured to allow access to anyone having Organizational Access to that project.
Time and Expense – Self Assign, Self-Plan - Open, and those projects to which this user is assigned (there is no consideration for time or expense alternates on the project list)
Project PR Viewer and Project PO Viewer -- All projects belonging to a project and owning organization to which this user has Organization Access enabled where those projects are configured to allow access to anyone having Organizational Access to that project.

Further, the following describes who has access to the various icons on the list:

View --
- Project Managers, Resource Planners, Resource Assigners, Resource Requestors, Billing Managers, Billing Viewers and Project Viewers: All projects belonging to a project and owning organization to which this user has Organization Access enabled where those projects are configured to allow access to anyone having Organizational Access to that project and owning organization (for their role).
- Project Managers, Project Leads, Resource Planners, Resource Assigners, Resource Requestors, Project Approvers, Billing Managers, Billing Viewers and Project Viewers: For those projects to which the user has an explicit Project Administrator association. Also, for those projects which one of these users' alternates have access.
- Project Document Viewers, Project PR Viewers, and Project PO Viewers, : All projects belonging to a project and owning organization to which this user has Organization Access enabled, as well as the appropriate check box on the Project>>Profile>>Access tab must be checked or the user must be primary or alternate for their role for the project. All project information is available except for bill budget and cost budget information. Bill budget is visible if the user has Bill Budget Manager or Bill Budget Viewer role. Cost budget is visible if the user has Cost Budget Manager or Cost Budget Viewer role.
Task --
- Project Managers: All projects belonging to a project organization to which this user has Organization Access enabled where those projects are configured to allow access to anyone having Organizational Access to that project and owning organization (for their role).
- Project Managers and Project Leads: For those projects to which the user has an explicit Project Administrator association. Also, for those projects which one of these users' alternates have access.
Delete --
- Project Managers: All projects belonging to a project organization to which this user has Organization Access enabled where those projects are configured to allow access to anyone having Organizational Access to that project and owning organization (for their role). Additionally, for those projects to which the user has an explicit Project Manager association. Further, for those projects which one of these users alternates has access.
Edit --
- Project Managers, Project Leads, Resource Planners, Resource Assigners, Resource Requestors, Project Approvers, Billing Managers, Billing Viewers and Customers: All projects for which this user is explicitly assigned as any Primary or Alternate Project Administrator. All projects which this user may be able to see as a global alternate to another Project Administrator. All projects belonging to a project and owning organization to which this user has Organization Access enabled where those projects are configured to allow access to anyone having Organizational Access to that project.
- Project Document Viewers, Project PR Viewers, and Project PO Viewers: All projects belonging to a project and owning organization to which this user has Organization Access enabled, as well as the appropriate check box on the Project>>Profile>>Access tab must be checked or the user must be primary or alternate for their role for the project. The user will have access to the corresponding Administrators left menu, as well as Notes.

Add, Edit, View or Copy Projects

See List - Icon Controls for a description of the various icon controls on this screen (including the (

) Save Criteria, Add (

), Edit (

), Copy (

) controls).

The add project (

) icon is available on several screens, including the project dashboard and project list screens. Users with the project manager role will have access to this functionality. Clicking on this icon will present the user with the Project Profile screen where they can create a new project.

Project Managers can also create a new project by copying an existing project by clicking on the (

) link, where you will be taken to the copy project screen. The copy icon links can be hidden using menu.xml entries.

Project - List

Searching for Projects

Field Descriptions (click on a link below for additional information):

Listing Projects

Field Descriptions (click on a link below for additional information):

Add, Edit, View or Copy Projects