The Projects menu lists every project you can access. Open it from Projects in the left navigation. Use the tabs at the top right to switch between Projects, Bids and Work In Progress.
The Projects page
New project: Click the + button at the left of the toolbar to open the new project form. See RedTeam Flex - Start a New Project.
Toolbar: Choose a view, show or hide columns, filter, run reports, change row spacing and export.
Totals: The line under the toolbar shows the number of records and the contract, billed and received totals. Point to the (i) icon to see totals for the current page and for all records.
Search: The search box searches across all columns, including columns you've hidden.
Row actions: Use the icons next to a project to open its project menu or its Planroom.
Save and manage views
A view saves your column layout, filters, sorting and row spacing so you can come back to it.
Set up the list the way you want it.
Open the View menu and click Save Current View As....
Enter a Name and, if you want, a Description. To open this view by default, check Set as default view for this table.
Click Save.
Your views are listed under My Views. Default is listed under System Views. To manage one of your views, point to it in the View menu, click the more (…) icon and choose Rename, Update with Current, Set as Default, Share with Team... or Delete. You can share a view with everyone in your company or with specific people.
When you change a saved view, an Update View button appears. Click it to save the changes to that view, or use its arrow to Save as New View or Discard Changes.
Choose columns
Click Columns.
Turn columns on or off, drag them into a new order, or click the pin icon to keep a column on the left while you scroll. You can pin up to 8 columns.
To find a column quickly, use Search all columns.
Close the panel. Your changes are applied when the panel closes.
Sort and filter projects
Sort: Click the arrows in a column header.
Filter a column: Click the filter icon in the column header, search for and check the values you want, then click Apply. To remove the filter, click Clear.
Click Filters to see every active filter in one place. From the panel you can change or remove a filter, click Clear all, or add a filter for another column under Add a Filter. Project statuses are filtered here too. Click Apply to save your changes, or Cancel to discard them.
Reports, export and row spacing
Reports: Click Reports to open View Projects List, View Projects Stats with Dates, with Amounts or with Counters, or to run Contracts Export or Projects and Linked Opportunities Export.
Export: Click Export to download the current list as a CSV, Excel or PDF file.
Row spacing: Use the three spacing buttons to choose Comfortable, Cozy or Compact.
Favorite projects
Click the star next to a project to add it to your favorites. Favorite projects are listed under Favorite Projects in the project selector at the top of the page.
Settings
Click Settings at the top right of the page:
Show Minimal Action Menu: Replaces the row icons with a single menu (⋮) that has Project Menu and Planroom.
Auto-save my modifications between visits: When this is on, your column, filter and sort changes are saved for each view and restored when you come back. Turn it off to start fresh each visit.
Click Confirm to save your settings.
Bids and Work In Progress
The Bids and Work In Progress tabs use the same tools for views, columns, filters, reports, spacing and export.
Bids: Turn on Show Change Orders to include change orders in the list.
Work In Progress: Choose an Accounting Period and a Through Date. Use the General View menu to group projects by Customer, Manager or Market.
