Project Management: Overview
title: "Project Management: Overview" category: "7 · PROJECT MANAGEMENT" categoryOrder: 7 order: 1 platform: Web status: draft
Overview
The Project Management module is where you create and manage all projects in your organization. From here you can track each project's timeline, assigned team, shifts, and status — all in one place.
This module is only available on the Geo-CX web platform.
**Access requires specific permissions. If you do not see Project Management in the sidebar, contact your administrator.
--[Image: Project Management main screen showing project cards with avatars, status badges, and View/Edit buttons]--
How to Access Project Management
From the sidebar, click Project Management. The project list loads showing all projects in your organization.
The Project List
Projects appear as cards. A counter at the top shows how many projects are currently displayed.
Each project card shows:
| Element | What it shows |
|---|---|
| Avatar | A colored circle with the project's initial — color is assigned automatically |
| Project name | The name of the project |
| Status badge | Active (blue), Completed (gray), or Paused (orange) — shown below the project name |
| Manager | The construction manager(s) assigned to the project |
| Resources | Number of team members currently assigned |
| Shifts | Number of shifts configured |
| Start Date | When the project begins |
| End Date | When the project is scheduled to end — shown in red if the date has passed |
| View / Edit buttons | Actions available depending on your permissions |
Searching, Filtering, and Sorting
Search — Use the search bar at the top to filter by project name. Results update as you type.
Filter by status — Use the All statuses dropdown to show only Active, Completed, or Paused projects.
Sort — Use the Sort dropdown to order projects by name, start date, or status. Toggle the sort direction with the arrow button next to it.
Project Actions
Each card has two action buttons:
| Action | What it does |
|---|---|
| View | Opens the project detail — a read-only view of all configuration, shifts, and assigned team |
| Edit | Opens the project edit form — available only to users with edit permissions |
To create a new project, click the + New Project button in the top-right corner. This button is only visible to users with project creation permissions.
Project Status
Projects can have three statuses:
| Status | Meaning |
|---|---|
| Active | The project is currently running — team members can punch in |
| Completed | The project has ended |
Things to Know
Project timezone affects all time records. Every punch in, punch out, and shift time is recorded in the project's timezone — not the device or browser timezone. Set this carefully when creating a project.
End dates shown in red are overdue. If a project's end date has passed and the project is still Active, the end date appears in red as a visual indicator.
For next steps, see: