The Projects page helps you move from a small set of engagements to a larger portfolio without losing sight of progress, dates, pricing, or ownership.
Choose the view for the decision at hand
Use Workday to decide what needs to be done, Portfolio to understand the health of the work as a whole, or List to browse and manage project records directly.
Run the day from Workday
Workday puts dated commitments in priority order while keeping their client and project context visible. The summary shows what is overdue, due today, due later this week, or still missing a date.
When capacity planning is available in your workspace, Today's project plan appears above the summary. It compares available, planned, and tracked hours with the plan remaining for the day. Use its arrows or Today to look at another day, or open capacity planning for the full schedule.
Select Show my tasks to focus the agenda on work assigned to you.
Use the single Filter control to narrow by client, project owner, project type, task status, task assignee, due period, or project custom field.
Select an Overdue, Today, This week, or Unscheduled summary to focus on that period. Select it again to return to the complete dated agenda.
Change a task status or due date directly from Workday.
Select a task name to open its full task details.
Select a project in Client workload to open that project's standard Tasks page. Its back button returns you to Workday.
The agenda answers what needs attention and when; Client workload explains the projects behind the visible commitments.
Review the business from Portfolio
Portfolio brings together active projects, task completion, hours used, near-term capacity, and the work that needs attention.
Off track identifies overdue unfinished work, overdue tasks, or projects that have exceeded their maximum estimated hours. Tasks at the project type's complete status or any later status are treated as complete, even when their due dates are in the past.
At risk identifies approaching deadlines, estimates that are nearly consumed, and capacity conflicts.
Needs planning identifies the specific dates, estimates, tasks, ownership, or capacity allocations that still need attention. A saved capacity allocation counts as ownership of the planned work.
Select a project in the attention list or health table to open its full workspace, or select its View project tasks icon to go straight to that project's tasks. Use the capacity outlook to see whether the visible team has room over the next several weeks.
Portfolio explains why work needs attention, so you can act without opening every project first.
Save the project views you return to
Use the saved-view menu when you have configured Projects for a recurring decision, such as your own deadlines this week, a specific client portfolio, or a table grouped for a weekly review.
Choose Workday, Portfolio, or List and configure its filters, grouping, fields, or sort.
Open the saved-view menu and select Save current view.
Name the view and optionally make it your default Projects view.
Opening a project and returning keeps the view you were using during the current app session. After a full app reload, Moxie uses your saved default. Search text is intentionally not saved.
Switch to the project list
Select List when you want to browse, search, compare, or manage project records directly.
Use Active for work currently in progress.
Use Paused for work that is on hold and expected to resume.
Use Complete to find finished engagements.
Use Canceled for engagements that stopped without being completed.
Use All when you need every project in one result set.
Search by project, client, or information stored in project custom fields.
Use Filter to narrow by client, project owner, project type, or any project custom field. The owner filter includes Unassigned, and custom fields can include projects where a value is not set.
Custom-field filters can be combined. For text fields, enter any part of the value in Contains. For checkbox fields, selecting multiple choices includes a project when it matches any selected choice in that field.
Choose card or table view
Card view emphasizes the overall shape of each engagement. Each card has a timer button for active projects and a View project tasks icon that opens the project's tasks directly. Table view aligns the most important fields across projects, which is useful when comparing progress, timelines, fees, or owners.
Project dates use month and day for the current year and add the year for earlier or later work. If a project timeline crosses years—or either endpoint is outside the current year—both endpoints show their years.
Table view makes project comparisons predictable, and the row menu holds lifecycle actions such as pausing or canceling a project.
Adjust the presentation
Use the sort control to order projects by the field most useful for the current decision.
Use Fields to add or remove optional information from the list.
Select a column heading when that column supports direct sorting.
Open the row menu for project-specific actions without first opening the workspace: view details, edit, move the schedule, mark complete (or resume or reopen an inactive project), Pause project…, and Cancel project…. See Pause, cancel, and resume projects for what each lifecycle change stops and preserves.
Your project list choices are designed to persist, so temporarily opening a client or project does not require rebuilding the view when you return.
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