Projects Overview - Projects

Projects Overview - Projects

The Projects module is a NEXGEN feature that helps users track tasks and budgets for various projects and their sub-projects. For a video overview of the Projects module, click here.

Projects Module Overview Video


Projects Module Navigation and Views

To navigate to the Projects module, click on "Maintenance" on the blue task bar on the left. Then, click "Projects."

List View

By default, the Projects module opens in list view.



You can use the left sidebar bar to look for specific projects, or use the tree hierarchy or filters to drill down to the project(s) you would like to view.








Projects in list view will display with the projects' basic information.


Create a New Project

  1. From the projects module, click "+New" on the left sidebar.
    1. If the left sidebar is not visible click on the 3 horizontal lines next to the NEXGEN icon.
  2. Fill out the fields as needed. Mandatory fields are marked with a red asterisk (*).
  3. Click "Save" to save your new project.

Project Record Zones

Click into a project to view its full record. Below are a few attributes one might find in a project record.


In addition to items such as the Status, Priority, and Start and End Dates, users can view things such as total budget, remaining budget, child projects attached to this project, and any attachments.

Top Information Zone

The zone at the top of the record lists basic information about the project such as its name, number, total budget, and remaining budget (budget remaining after the costs are attached to the project). Change the status of the project by adjusting the status bar above. If the project is a child project, users can navigate to the child's parent by clicking the link listed at the bottom right of the zone.

UDF (User-Defined Fields) Zone

This zone contains custom UDFs that were added by administrators of your organization for users to fill out. In the example above, the UDFs ask for the Project Manager, a description, and a percentage that indicates project completion.

Child Projects Zone

The projects listed here are children to the project of which you are viewing. Click any project number to navigate to it. Click "+New" or the drop down arrow next to it to add new or existing child projects, respectively. Click the arrow next to any attached child projects to delete them.

Attachments Zone

Use this zone to view or add any attachments to the project, such as photos, URLs, or documents.

Comments Zone

Use this zone to add public comments or notes to the project. Any comments will be timestamped and labeled with the sender's name. To tag another person, type "@" and their username. To edit or delete your comment, use the drop down menu next to it.

Other Zones

Other zones, such as the Work Order, Service Request, and Purchase Zones, can be used to log different attributes of the project and keep track of expenses. By default, data is set to Month to Date (MTD), but it can also be set to Year to Date (YTD) or Life to Date (LTD) as needed.



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