Navigating the Projects Page in Ontraccr Overview

📂 Navigating the Projects Page in Ontraccr Overview
 

The Projects page is your mission control for everything project-related in Ontraccr.

Here, you can view, search, add, archive, delete, and filter projects with just a few clicks.

🎯 What You Can Do on the Projects Page

• View all active and archived projects
• Quickly search by project name or number
• Add brand-new projects
• Archive, delete, or reactivate projects
• Toggle between Card View and List View
• Sort and filter projects based on custom needs

🧭 How to Navigate the Projects Page

📍 Accessing the Projects Page

• Click Projects on the left-hand menu.
• Choose between:
  • Projects (individual projects)
  • Project Groups (collections of projects)

🖼️ Card View (Default View)

In Card View, each project appears as a visual card showing:

• Project Name
• Project Number
• Division (top right)
• Address
• Active/Inactive Users

🔧 Actions on each card:

• Edit project
• Archive project

📋 List View

Prefer a spreadsheet-style look?

• Click the List View toggle (top right).
• You'll see project details as a clean table, with sortable columns like:
  • Project Name
  • Project Number
  • Division
  • Address
  • Active Users
  • Inactive Users

✅ Clicking a row still opens the project details!

🔎 Searching for Projects

• Use the Search Bar at the top.
• Search by:
  • Project Name
  • Project Number

🧠 Tip: The search automatically checks both fields at once.

➕ Adding a New Project

• Hit the Add (+) button beside the search bar.
• This starts the six-step project creation wizard

📦 Archiving a Project

• Click the Archive button on any project.
• Confirm the prompt to move it out of the active list.

🧠 Note: Archiving is reversible — you can reactivate archived projects anytime!

🗑️ Deleting a Project

Deleting is permanent. Here's how:

1. Archive the project first.
2. View Archived Projects using the filter.
3. Click Delete on the archived project.
4. Confirm permanent deletion — this erases all project data too!

⚡ Warning: Deleted projects cannot be recovered.

🗂️ Sorting Projects

• Click Sort next to the View toggle.
• Choose your sorting method:
  • Project Number (Ascending/Descending)
  • Project Name (A–Z / Z–A)

🧠 Tip: The default sort is by Project Number Ascending.

🎛️ Filtering Projects

• Click the Filter button
• You can filter projects by:
  • Active/Archived Status
  • Contract Status (Active, Expiring Soon, Expired)
  • Project Type (custom categories set in Settings)

🧠 Quick Tips & Edge Cases

• You must archive before deleting — you can’t delete active projects directly.
• In List View, you get faster sorting if you're handling large project volumes.
• Filters stack together — combine "Archived" + "Expired Contracts" filters for precision searches.

✅ Quick Example

If you want to find all archived projects with an expired contract:

✅ Click Filter → Check Archived → Check Expired Contracts → Results show instantly!

🚀 Summary

The Projects page is the launchpad for managing your active and historical work in Ontraccr.

Master these basics and you'll move faster through everything project-related!