Project List Report

The Project List shows a full list of projects in a sortable report format that can be filtered. This report only displays project-level information, though task details can be viewed by clicking on the name of any project in the list. The Project List can be useful in running reports to see the amount of projects, and other project data, on a series of projects of a certain state, those that took place within a certain time period, and/or those that are assigned to a certain user, for example. 

By default, all active projects for the selected workspace are shown. To filter for completed, inactive, or archived projects, project start or end dates, project responsible or project category, click the Filters button.

Click the columns icon (|||) in the top right corner to enable/disable option columns. 

The content of the following columns of the Project List can be edited:
  • Description
  • Category
  • Responsible
  • Target End Date
  • State

Selecting a project, by checking the box to the left of its name, will reveal a series of options above the list of projects.

  • Mark Project Complete / Activate Project: Depending on the state filter applied to the report, one of two options will appear. If active projects are shown, the option to mark projects complete appears. If inactive, completed, or archived projects are shown, the option to activate project (change its state to active) appears. Selecting several projects will allow you to change their states in bulk.
  • Save As Template: Save the selected project as a template to be used when creating new projects. Only one project can be saved as a template at a time.
  • Export to MS Project: Download a Microsoft Project file of the selected project to be used outside of Workzone. Only one project can be exported to MS Project at a time.
  • Delete: One or several projects can be deleted. Once deleted, projects can be restored from the Project Recycle Bin for up to 14 days before they're permanently deleted.
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