Overview
The Project List view in BQE CORE displays a list of all projects in your company. It provides a centralized view of project information such as project name, status, manager, client, etc. You can use this screen to search, filter, sort, and group projects based on various criteria. It also displays key performance indicators (KPIs) such as Contract Amount, Contract Used %, Approved Unbilled, and Billed Margin % to help monitor project progress and financial performance. You can perform actions like creating new projects, editing existing ones, assigning employees, or opening the full project details directly from the list view.
This screen is useful to project managers and accountants who need quick visibility into the status and financial performance of all projects in CORE.
How To
Create Projects from Templates
Field Descriptions
| Field Name | Field Description |
| Projects > List View > | |
| Approved Unbilled |
This is unbilled, approved time and expenses including taxes, WUD and markups. It is approved unbilled and includes extra time and expenses. It includes the values of active projects only. It is calculated as:
|
| Unbilled |
The value of billable, but unbilled time and expenses associated with all projects. It includes values in draft invoices, WUD, markups, and extra time and expenses, but excludes taxes. It includes the values of active projects only.
|
| Overdue Invoices | It is the total value of outstanding or unpaid invoices that have exceeded the payment due date. It includes the values of active projects only. |
| Percent Complete |
Displays the percentage of work completed on a project or phase. For Main projects, this value is calculated automatically and is not editable. For other project types, Percent Complete is typically entered by the project manager and can be based on a manual estimate or the contract amount spent. It is used to calculate bill amounts, supports Percent Complete billing, and helps identify if spending exceeds progress. |
| Contract Used % |
Displays the percentage of project completion based on contract amount usage. It is calculated as: (Contract Billed + Contract Unbilled) / Contract Amount × 100 |
| Contract Billed |
Amount of contract services and expenses that are flagged as billable and have been billed, including WUD and markup. It is calculated as: Billed Expenses Contract + Billed Services Contract |
| Contract Billed % |
Percentage of the contract value that has been billed. It is calculated as: (Contract Billed / Contract Amount) × 100 |
| Budgeted % |
Percentage of the contract allocated as the budget. It is calculated as: (Budget Amount / Contract Amount) × 100 |
| Budget |
Total amount of the budget for a project or phase. It is calculated as: (Service Amount + Expense Amount + Miscellaneous Amount) |
| Budget Spent % |
Percentage of the total budget that has been utilized. It is calculated as: (Total Service Amount + Total Expense Amount / Total Budget) × 100 |
| Budget Hours | Total hours that have been budgeted for a project or phase. |
| Budget Hours Spent % |
Percentage of the total budgeted hours that have been utilized. It is calculated as: (Total Actual Hours / Total Budget Hours) × 100 |
| Unbilled |
Amount of services and expenses (including extra) that are flagged as billable and have been entered but not yet billed, including WUD and markups. It is calculated as: Unbilled Expenses Extra + Unbilled Services Extra |
| Net Billed with Tax |
Amount of services and expenses that are flagged as billable and have been billed, after deducting discounts and miscellaneous adjustments. This amount includes item and main taxes but excludes retainer applied. It is calculated as: Net Billed + Tax |
| Open AR |
A/R represents money that the company is to receive. This usually would be money owed by clients for products and services delivered to them. Anytime you make a sale, the unpaid amount adds to the A/R balance. The sum of all accounts receivable becomes an asset for the company. Open A/R is calculated as: Net Billed with Tax - Write-Off - Paid with Tax - Retainer Applied |
| Billed Margin % |
This represents the percentage margin earned from billed services and expenses, after subtracting the associated billed costs and cost of unbilled non-billable services and expenses. It also displays a benchmark graphic, which provides an indication of how well the metric is performing according to the threshold set under Settings > Projects > Project List. It is calculated as: (Contract Billed + Extra Billed - Billed Cost - Unbilled Non-billable Cost) / (Contract Billed + Extra Billed) × 100 |
| Billed Margin All Costs % |
This represents the percentage margin earned from billed services and expenses, after subtracting both billed and unbilled costs. It also displays a benchmark graphic, which provides an indication of how well the metric is performing according to the threshold set under Settings > Projects > Project List. It is calculated as: [(Contract Billed + Extra Billed - (Billed Cost + Unbilled Cost)] / (Contract Billed + Extra Billed)) × 100 |
| Billed + Unbilled Margin % |
This represents the percentage margin earned from billed and unbilled services and expenses, after subtracting the associated billed and unbilled costs. It also displays a benchmark graphic, which provides an indication of how well the metric is performing according to the threshold set under Settings > Projects > Project List. It is calculated as: (Contract Billed + Contract Unbilled + Extra Billed + Extra Unbilled - Billed Cost - Unbilled Cost) / (Contract Billed + Contract Unbilled + Extra Billed + Extra Unbilled) × 100 |
| Direct Labor Multiplier |
It represents the amount of services billed by employees only, thus excluding outside consultants divided by the unloaded cost of those services. This is an industry standard metric. It also displays a benchmark graphic, which provides an indication of how well the metric is performing according to the threshold set under Settings > Projects > Project List. It is calculated as: Gross Billed Employee Services (Employee) / (Billed Employee Services Unloaded Cost + Non-Billable Employee Services Unloaded Cost) |
| Realization Rate |
It measures the percentage of the billable value a company creates that is then invoiced and collected by it. It represents the percentage of potential revenue that was converted or realized into actual revenue. It excludes discounts and miscellaneous adjustments. The realization percentage looks at the total revenue realized from the billed hours. It also displays a benchmark graphic, which provides an indication of how well the metric is performing according to the threshold set under Settings > Projects > Project List. It is calculated as: (Gross Billed / Gross Billed Pre-WUD) x 100 or Net Revenue / Value of Billable Hours |
| Project Group | Displays a default group associated with a project. By default, All group is assigned and set as the default group for all projects. |
| Billing Contact | Displays a contact for a project other than the default client contact. |
| Currency | Displays the currency set in the Projects > Settings > Billing Options. The currency set at the project level only reflects on the invoices of that project. |
| Projects > List View > Project Snapshot | |
| % Complete | Displays the percentage of project completion as set in Project Center > Settings. |
| Billed Margin |
Percentage margin earned from billed services and expenses after subtracting the associated billed costs and cost of unbilled non-billable services and expenses. The calculations involved are:
|
| Billable Utilization |
This is the billability of the time spent on a project, irrespective of the billed status. Utilization calculations include extra time and regular time irrespective of billed status, with WUD. Ideally, utilization percentage should be as close as possible to 100%. The calculations involved are: Billable % = Billable Hours / Total Hours x 100 where Billable Hours are billable client hours and Total Hours = Billable Hours + Non-Billable Hours + Overhead Hours + PTO Hours |
| Contract |
Key metrics related to a project's billing and contract amount usage:
It is possible to go over the contract amount. If the project is over the contract amount, it displays a red icon and highlights those values. Note: Click Contract if you want to check the Contract Analysis report filtered for the selected project. |
| Budget |
This provides a quick look at a project's budget usage:
If the project is over the budget amount, it displays a red icon and highlights those values. Note: You can click Budget if you want to check the Budget Comparison report filtered for the selected project. |
| Progress |
Represents the value of time and expenses on projects. In other words, it is the 'used' contract amount. It displays three important metrics that help you analyze a project's performance.
Billed Amount = (Client Hours x Bill Rate x WUD) + (Units x Cost Rate x MU%)
All Cost = (Hours x Cost Rate) + (Units x Cost Rate) |
| Notes | This widget helps you manage the project notes efficiently. It allows you to quickly add new notes without additional navigation, saving time and effort. The Category and Status fields automatically prefill based on the last values you used and update when changed and saved. The widget also provides immediate visibility into notes associated with the project and its phases, making it easier to review and track important information. |
| To-Dos | This list widget displays all the open to-do tasks for the project along with their priority, due date and status. The project manager might want to know about project-related to-dos that are pending. You can view and update them from the To-Dos tab in the detail view as well as the Dashboard widget. |
| Projects > Create Project > | |
| Use client's address as the project address | When creating a project, you can copy the associated client’s address directly into the project address fields. This helps reduce manual data entry when the project address is the same as the client address and improves consistency between client and project records. This option is only available when the project has a client assigned. If no client is selected, the icon will not appear. |
| Projects > Import Projects from CSV > | |
| CSV (UTF-8) | UTF stands for Unicode Transformation Format. It is a character encoding format that can be as compact as ASCII (if the file is plain English text), but can contain Unicode characters as well. It uses 8-bit blocks to represent each character that is encoded. UTF supports many languages and can accommodate pages and forms in any of those languages. |
How To
Create Projects from Scratch
You can create a new project profile either from scratch or from an existing project template.
To create a project from scratch, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- Click Create Project and select From Scratch.
- On the Create Project screen, enter the required information. Check Field Descriptions above for details.
- Project ID: CORE supports both numeric and alphanumeric IDs.
- Project Name
- Client
- Manager: CORE auto-fills the project manager with the same ID as the client manager, if you leave it blank.
- Contract Type
- Contract Amount: Although contract amount is required for fixed-type contracts, it is a good practice to set it for hourly projects as well.
- Recurring Amount
- Fixed Fee Amount: Fixed fee contracts involve billing direct costs (time and expenses) plus a fixed fee (profit) to the client. Check Field Descriptions above for details.
- Click Split Amount: You can manually split the Contract Amount into:
- Contract Service Amount
- Contract Expense Amount
- Status: All new projects and phases are assigned this Draft status by default.
- Project Fee Schedule: Allows you to override the default rates for the project with special fee schedule rates. Check Field Descriptions above for details.
- Click Calculate Contract Amount: CORE provides options to calculate the contract amount on a percentage of construction cost basis or unit cost basis. Check out this video on how to calculate contract amount in CORE.
- Enter other information about the project, if needed. Check Field Descriptions above for details.
- Click Save & Done or Save & Add Another.
Create Projects from Templates
You can create a new project profile either from scratch or from an existing project template. When creating a new project structure based on a project template with a hierarchy (including parent project and phases), the project information is pre-filled from the template, but can be overwritten. The new project and phases inherit the name and description of the template's underlying parent project and phases to preserve the original structure, but these can be overwritten as well. Check out details on Project Templates here.
To create a project from a template, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- Click Create Project and select From Template
- On the Choose a Template dialog, select a template from the list. You can view its structure on the right.
- Click Continue.
- On the Create New From Template screen, enter or edit details about your new project. Check Field Descriptions above for details.
- Project ID: CORE supports both numeric and alphanumeric IDs.
- Project Name: By default, CORE pre-fills it with the project template name, but you can overwrite it with a new project name.
- Client
- Manager
- Project Fee Schedule: Allows you to override the default rates for the project with special fee schedule rates. Check Field Descriptions above for details.
- Select the attributes of the template project that you want to copy to the new project such as project rules, groups, class, contacts, custom fields, to-dos, project monitoring, phases, etc.
- Click Create Project. Check out the detailed video on Using Project Templates.
A new project is created. You can view its details and edit them, as needed. For the project (phases and subphases) having an assigned budget template, the line items will automatically be imported and applied to each corresponding project or phase. However, for phases where the None option is selected, no budget will be created, and you will need to manually create a budget for those phases.
Note: Typically, for project to-dos, you require a Start Date and End Date besides the Assigned To, but for project template to-dos, CORE does not require them. Instead, you need to specify the Duration in days in which the to-do task will get completed. If you create a project from a template with to-dos, the start date of the new project to-do will be the project template start date and the end date will be calculated based on that duration (Start Date + Duration). If there are multiple template to-dos, the next to-do start date will be the previous to-do's end date. If you save a project with to-dos as a template, then the Duration (Days) field for the template to-do will be calculated based on the difference between the Start Date and End Date.
View Project Snapshot
CORE allows project managers to quickly scan and review key performance indicators for projects without having to navigate to the project details or run reports with the help of Project Snapshot. This snapshot displays all the important performance metrics and aims to reduce context switching, thus saving you time and effort. So, project KPIs can be accessed directly from the Projects list view.
Project Snapshot also includes Previous (<–) and Next (–>) navigation links in the breadcrumb. These links allow you to move through the list of projects while keeping the Snapshot panel open. The navigation respects any filters or search criteria applied to the projects list, enabling you to review multiple projects efficiently without leaving the view. This feature is available to all users who have the permission to view project data.
To view a project's snapshot, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, hover over any project or phase and click Open. It displays Project Snapshot on the right.
- At the top of the snapshot, it displays the root project and phase name. This is clickable and takes you to the project details (Settings > Details).
- The top row of the snapshot displays totals of important project metrics that help assess the overall status and progress of the project. Check Field Descriptions above for details.
- % Complete
- The second section with the pie chart is color-coded and gives you insight into the overall financial status of the project in terms of its contract amount, spent amount and remaining balances, etc. Most of the metrics are clickable and open up relevant filtered reports. Check Field Descriptions above for details.
- Contract: Click Contract if you want to check the Contract Analysis report filtered for the selected project.
- Contract > Billing: Click Billing if you want to check the Project Account Details report filtered for the selected project.
- Contract > Usage
- Similarly, the other section with the pie chart is color-coded and gives you insight into the overall financial status of the project in terms of its budget, spent amount and remaining balances, etc. Most of the metrics are clickable and open up relevant filtered reports. Check Field Descriptions above for details.
- Budget: Click Budget if you want to check the Budget Comparison report filtered for the selected project.
- Budget > Services: Click Services if you want to check the Time Details report filtered for the selected project.
- Budget > Expenses: Click Expenses if you want to check the Expense Details report filtered for the selected project.
- The next sections display the Progress and To-Dos widgets. Check Field Descriptions above for details.
Send Projects
In CORE, you can send project records to your accounting program, such as QuickBooks Online, MYOB AccountRight and Xero.
To send a project record to your accounting program, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click
on a project row and select View Details.
- In the Project Center view, click
to select Send To on the top-right.
- Select the relevant option from the drop-down, say QuickBooks. Your data is sent.
CORE allows you to send projects to QuickBooks using the Send to QuickBooks option from the row-action menu in the list view. You can send a maximum of 25 records from the projects list to QuickBooks without having to drill down into the detail view. CORE displays a progress bar when sending these records to QuickBooks.
Note: You can click More > Show/Hide Columns to display QuickBooks Linked column to check the sync status of the records before sending them to QuickBooks.
Save Project Templates
When you are creating a new project, you can base it on an existing template. You can save an existing project as a template. Be sure to give a special ID and name to each project template. Check out details on Project Templates here.
To save a project as a template, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click
- In the Project Center view, click
- On the Save Template dialog, enter the required information:
- Name
- Description
- Click Save.
This template is now available in the list when you create projects from a template. You cannot delete project templates that have phases; you must delete the phases first. You can watch the detailed video on Using Project Templates.
Enter Opening Balance
This option allows you to specify an opening balance for an existing or older project. It is an alternative to creating historical manual invoices for projects migrated from another system to CORE. Older balances can be brought forward and you can enter historical data here. All your income is sent to the default income account. However, if you want to specify details and accounts for different items, you should then use the Invoices screen.
You need the following information before entering the opening balances in CORE:
- Start date and other figures from the trial balance, balance sheet and income statement
- Most recent bank statement
- Check and deposits outstanding on or before your start date (not cleared)
- Unpaid bills (vendor bills), open invoices and value of inventory
To enter or edit opening balance for a project, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click
- In the Project Center view, click
- On the Opening Balance dialog, enter the required information:
- Balance As Of date: This is the 'up to' date of the historical data that is being entered here. It represents the date of the opening balance.
- Services Billed
- Expenses Billed: Expenses are referred to as costs in the legal industry.
- Payments, Discounts and Retainers
- Click Create. The opening balance is added to the project accounts.
Note: You cannot update the opening balance that has payment associated with it.
Clone Projects
You can clone or duplicate projects to save time in creating new ones, whether they are single projects or parent projects with phases. For example, as an accounting firm, you may deliver tax preparation services to hundreds or thousands of clients every year. If you want to save time in creating similar projects in CORE, use its Clone feature. For the accounting firm, this means cloning ‘1040-2026’ project to all tax preparation clients in one go! You can create standard project templates, say for residential projects, and then clone them whenever a new job comes up. The variations can be fine-tuned later.
While cloning phases, the phase ID, name and description of the source project hierarchy passes on to the cloned hierarchy. You can change some of the attributes of the new project, while the rest of the data and settings are inherited from the source projects. CORE adjusts the start and end dates of task allocations of the new projects based on their start date. CORE creates a copy of the budget or estimate when cloning projects with an assigned budget or estimate. The new budget or estimate is automatically assigned to the new project and given the same name as that of the new project.
To clone a project record, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, select a project on the grid that you want to clone and click to select Clone.
- On the Project Clone dialog, select the Project Type: Parent or Phased. Check Field Descriptions above for details.
- Enter the required information. Check Field Descriptions above for details.
- Project ID/Phase ID (if you have set up auto-increment for project IDs, then this is pre-filled based on that)
- Project Name/Phase Name
- Client: You can select multiple clients when cloning a project.
- Project Fee Schedule: Allows you to override the default rates with special fee schedule rates. Check Field Descriptions above for details.
- Select attributes of the existing project that you want to copy to the new project such as project rules, groups, classes, memos, custom fields, project monitoring, etc.
- Click Clone.
The new, cloned project displays in the grid. Start date of the cloned project is always the current date by default. You can also check the detailed video on cloning records in CORE.
Merge Projects
In certain situations, you might want to combine multiple projects into a single project. Sometimes, two people may have created the same project and later realized the mistake. Or you might have similar projects in different locations and at some point want to combine them into one. CORE allows you to do that by moving all the time and expenses, invoices, payments, accounts, and any transactions linked with the project to the destination project. Attachments, notes or any other data linked with the source project are moved to the destination project. This merge feature also handles joint invoices.
Example: When you merge two projects (say P1 with a bill value of $100 and P2 with a bill value of $200) having a joint invoice associated with them (Invoice # 1001 = $300), a merged project is created (P1), while separating the joint invoice into two invoices (Invoice # 1001 = $100 and Invoice # 1001-2 = $200).
Note: You cannot merge projects that are included in split billing.
To merge projects, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- Select the project on the grid that you want to merge with another and click
- On the Merge Projects dialog, choose whether you want to merge the selected projects into an existing project or a new project.
- If you select Existing Project, choose a project from the drop-down into which you want to merge the selected projects. The destination project will have its settings retained, such as project manager and contract type.
- If you select New Project, select the Project Type:
- Parent Project
- Phased Project
- Enter the required information:
- Project ID/Phase ID
- Project Name/Phase Name
- Client
- Manager
- Click Merge. Confirm this action and click Submit.
The merged project displays on the grid. You can also check the detailed video on merging data in CORE.
Batch Update Projects
You can update projects individually or in a batch. Making batch changes to the project records is a non-reversible process. When you update parent projects for settings such as status, contract amount, fee schedule, manager, taxes, etc., CORE prompts you to implement the changes to their phases as well. Batch update also allows you to reset the values to none if the field is not required.
Batch updates apply only to the records currently displayed on the screen and are based on the filters in use. The option remains disabled until the page is fully loaded to ensure that bulk changes apply only to the correct set of records.
To batch change any project information, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- Select the project records on the grid that you want to delete and click Actions > Delete to delete them. In case of phased projects, CORE deletes the phases first and then the parent projects. You cannot delete projects that are in use; if no longer needed, make them inactive instead.
- Otherwise, click Actions > Batch Update to make batch changes to the selected projects. Using the
- On the Batch Update screen, select the relevant fields and enter new values for them.
Note: If needed. enter a similar memo for multiple projects in one go. You are given an option to either add the new memo to the start of the existing memo (Append Top), end of the existing memo (Append Bottom) or just replace the existing memo (Overwrite). - Check the disclaimer at the bottom and click Update.
- To edit a single project, click
- In the detail view, enter more details or make your changes.
- Click Save.
You can also check the detailed video on batch updating records in CORE.
Limitations of Batch Update: There are certain limitations to batch updating field values. For example:
- Batch updating the accounts here does not update the existing transactions of projects. It affects only the new ones.
- Batch updating the Class field here does not update accounting with the new values.
- You cannot associate a new client to project phases; you can change the client for the top-level parent project.
Specify Online Payments
CORE allows your clients to pay their invoices electronically using the ePayments method from anywhere in the world. You get to choose whether to enable ePayments at the global level for all clients (Settings) or selectively enable that at the client, project and invoice level. Check out ePayments for details.
To specify or change the online payment account for a project, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, select the projects on the grid whose payment option you want to change.
- Click Actions > Online Payments.
- On the Change Online Payment Account dialog, select the Account that you want to associate with the selected projects for the online payments. You can also remove any associated accounts by selecting None from the drop-down.
- Click Update.
- Alternatively, select a project on the grid for whom you want to enable ePayments and click
- On the Settings > Billing Options tab, select the Online Payment Account from the drop-down and click Save & Done. Check Field Descriptions above for details.
Show/Hide Columns in Grid
You can configure the fields or columns that appear on the grid in the list view. You can hide or show columns, and sort the order of columns according to your requirements.
To do so, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click More > Show/Hide Columns on the action bar.
Note: To help you find and manage columns easily, the Column Chooser groups related columns under clear, non-clickable headers. These visual groupings make it easier to understand how columns are organized and quickly locate the ones you need. - Select or unselect the column names in the drop-down list, say Start Date.
- Next, click the column name you want to sort the data by, say Client.
- Click once for ascending order (A-Z) and twice for descending order (Z-A).
Note: You can resize the column widths on the grid and reset them if needed (More > Reset Column Widths). Please note that the first column on the list view grid is frozen, meaning it will remain visible while you scroll through the other columns horizontally.
You can also check the detailed video on navigation and customizing grids in CORE.
Choose Project Display
CORE allows you to choose how you want the project list view to display projects and phases. You can view phases within the parent projects or view projects and their phases in a flat list. This setting is remembered for the logged-in user.
To customize the project display, follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click More > Project Display.
- Choose one of the following options:
- Root projects only: Shows only root projects, no hierarchy or phases.
- Roots & phases in hierarchy: Displays root projects and phases in a hierarchical structure.
- Roots & phases in list: Shows root projects and phases in a flat list format.
The list view grid will display the projects and their phases accordingly.
Adjust Rows
CORE allows you to adjust the display of rows in the project list view giving you the option to narrow or expand the rows for better readability. This setting is remembered for the logged in user.
To adjust the rows, follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click More > Narrow Rows.
- Select the Narrow Rows option to reduce the row height and display more projects on the screen.
This change will apply immediately, enhancing your view of the project list.
Export Projects
In CORE, you can export projects to the Comma Separated Values file format. CORE exports data from all available columns and not just the columns visible in the grid.
To export the project records to a .CSV file, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click More > Export as CSV.
- A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.
You can also check the detailed video on exporting data in CORE.
Import Projects as CSV
In CORE, you can import up to 5000 projects directly from a Comma Separated Values (.csv) file format. CORE does not create new items or resources if there are no matches. You can map the relevant fields between CORE and the CSV file and save those mappings for the future.
Note: You can download a sample import file to see how your import file should be and what kind of data it should include.
To import projects from a .CSV file, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click More > Import from CSV.
- On the Import Projects from CSV dialog, choose the CSV file to be imported. Check Field Descriptions above for details.
- You can drag and drop the file or click to browse to its location. Click Upload.
- On the Map Your Project Fields dialog, you can match the relevant CORE Fields with CSV Headers for each project. Each record requires a project name, project ID, client, manager, and contract amount to be mapped.
- You can select Saved Mappings from the drop-down if you have one from a previous import.
- Click Continue. The imported records pre-fill the grid.
- On the Review Mapping dialog, review the selected records and their mappings. Un-check the records that you do not want to import. CORE performs validation of records, including formatting and data validation before you can proceed.
- Click the relevant Import option:
- Import
- Import & Save As New Mapping: Imports the entries and also saves the mapping for the future.
- Import and Update Mapping: Updates the saved mapping. This option is only visible if you have saved mapping from the previous import.
The projects are imported. You can check the imported data and make changes, as needed. Note that when creating new projects from a CSV import, the project status defaults to Draft unless you specify a different status during the process. You can also check the detailed video on importing data into CORE.
View Reports
To view a report, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click More > View Reports.
- Select a report from the Report List dialog. It opens in the viewer.
- Preview the report and then choose to export or print it.
You can also check the detailed video on running and managing reports in CORE.
Manage Project Templates
You can view and manage all your available project templates from a single screen in CORE.
To manage your project templates, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click More > Project Templates on the action bar. Alternatively, you can go to Settings > Projects > Project Templates.
- On the Project Templates screen, you can view all the templates and take the relevant action. You can select various attributes of the existing project that you want to copy to the new project such as project rules, groups, classes, memos, custom fields, project monitoring, etc. Check Project Templates for details.
Apply Filters
When using the filter search or applying filters, CORE intelligently updates the info bars to reflect the values of the filtered list. Besides filtering data using the standard fields on a screen, you can also use the custom fields for that, if you have set them up. If you use a different combination of filters for different scenarios, CORE allows you to save these filter combinations as your favorite. You can use and reapply these saved filters anytime, without having to remember the combinations.
To view selective data on the grid, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click
on the right.
- On the Filters panel, select a filter from the drop-down and specify individual records or range.
- Click Add Filters to specify more filters.
- When you have finished, click Apply Filter. You can see selective data now.
Note: The View Reports option in the More menu is disabled when the (Blanks) filter is applied. - Next, to save the applied filters as your favorite, click Save Filters.
- It opens the Save Filter dialog, where you can select a name for your filter combination and then click Save.
- In the list view, you can remove the individual filters by clicking
on each. To use your favorite filter or disable applied filters temporarily or remove all filters, click
next to the Filters icon and select Disable Filters or Clear All, respectively.
Note: The quick search next to Filters includes a drop-down where you can select a record type before searching the project records. You can choose from Project Info (default), Client, Custom Fields, etc. Your selection is remembered for future sessions, and each option searches relevant fields from the respective tables (Project, Client, and Address).
You can also check the detailed video on applying filters in CORE.