Projects can be created and edited under the Projects Page under Company Settings. On this page, users can view all projects they have access to in the list view, make edits to existing projects, and create new projects with ease. This guide will give you a tour of this page and show all actions users can take when viewing their projects.
To access this page, navigate over to Projects under Company Settings.
Your list of projects will populate in this list. Admins will have access to see all projects within the company and Payroll Admin and PM users will only see projects they’re assigned to. The list view will display all projects and their job numbers, project name, address, groups (if applicable), active or inactive status, signature setting, the number of team members assigned to the project, the number of cost codes, equipment, and materials on the project, and a modify button for users to make edits.
Sort, Filter, and Search
Sorting and filtering are made easy on the projects page as well. To sort your list of projects, simply click on one of the column headers to sort in ascending or descending order.
Users can also use the blue filter bar at the top to open the right rail and adjust their filters. You can filter to show only active or inactive projects and look up specific projects using the project picker. Some accounts will also have a groups filter to show projects assigned to a specific group. To show all projects, set all filters to “showing all.”
There is also a quick search bar at the top left of the list view that allows you to filter to specific projects with search terms that look across all column values.
Creating New Projects
To create a new project, users can press +Create Project in the action bar at the top of the page. This will start the create project flow on the right side. Here, users can enter in details for their project, including the project name, job number, address, group (if applicable), project status, start and end dates, signature setting, and markups for Field Forms (if applicable). Once all details are entered, press Apply at the bottom of the page to add the new project.
If you have a lot of projects to add onto Rhumbix, users can now upload a list of projects instead of adding them individually. In the action bar, click upload to go to the projects upload page. Follow the two step process to upload your projects onto Rhumbix.
The first step is to download the CSV Template and fill out all fields. We expect that most users will export a list from their ERP system and copy/paste columns to fit according to our template.
Please note that the job number, project name, address, and status will be required fields as noted by the asterisk. If including start and end dates you will likely need to format the cells as text to retain the required YYYY-MM-DD format. When complete, the second step is to upload your CSV onto Rhumbix. You can drag the file into the upload area or select the file directly using the select a file button. When the file is selected, simply confirm and your projects will now be added or updated in your company.
You can always find more information on how to set up your Rhumbix Account on our Support Center.