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XTRF Home Portal Modules

Open Projects subtab

In the Open Projects tab, you can revise and access all currently active Classic projects. Use the filters at the top to narrow down the displayed results.

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  • Select the Show Closed Task from Open Projects checkbox to display all tasks, even closed ones.

  • Use the Expand All or Expand to Task buttons to expand all projects.

  • In the Open Projects table, you can:

    • expand a project to a task, job, or receivable by clicking the down.png icon.

    • in the Project / Task / Job or Receivable column, click on a project, task, job, or receivable to be directed to this project, task, job, or receivable display (for Classic projects). For Smart projects, you will be directed to this project page.

    • in the Client / Vendor column, click the Select Vendor button to open the Select Vendor Price Profile popup window.

    • in the Status column, change the job statuses by clicking the Left.pngor Right.png icons.

    • in the Total Agreed column, click the Add Receivable button to open the Task Receivable popup window or click the Add Payable button to open the Job Payable popup window.

    • in the Deadline column, click the Select deadline or Select deadline for tasks button to open the Select deadline popup window for the selected project, task, or job.

    • check the project’s notes in the Dashboard Note column. To find out how to create a dashboard note, go to the Add Project page guide (see Step 13).

    • Edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.

Statuses in the Status column are marked:

  • green when the project/task/job has been started or completed on time.

  • red when the project/task/job has been started or completed late.