Projects List Guide
Use the projects list to filter, prioritise, and decide which project needs attention first
The Projects list page shows every project in your organisation. This is where you start when you need to decide which project needs attention first, whether that's for a weekly review, a committee meeting, or because something has gone wrong.
Projects list with status filters, priority indicators, and budget health
This article refers to a live TurfWise screen. Media is omitted here so the written steps stay current across releases.
What this page does
The Projects list shows a table of all projects with their name, code, status, category, priority, budget, spend, and dates. Above the table, summary cards show aggregate numbers like total budget, total spend, and active project count.
You can filter by status (draft, approved, active, on hold, completed, cancelled, archived), category, and priority. You can search by project name or code.
When would you use this?
- You're starting a weekly project review and need to know what's happening across all projects
- You need to find the most urgent or at-risk projects quickly
- You're preparing for a committee or board meeting and need a status overview
- A new project is needed and you want to check it doesn't duplicate an existing one
- You want to compare budget health across multiple projects
How to use the Projects list
Open the Projects list
Go to Projects > Projects Overview or open /projects directly.
Read the headline cards first
Before scrolling to the table, check the summary cards at the top. They tell you total budget, total spend, and how many projects are active. If something looks off, you'll see it here first.
Apply filters to narrow your focus
Use the status, category, and priority filters to isolate the projects relevant to your current task. For a weekly review, start with status = Active and priority = High or Critical.
Open a project to manage it
Click on a project row to open its detail page. From there, follow the Project Details Guide.
What to look at in order
When you're doing a project review, scan in this order:
- Status mix -- how many are active, on hold, overdue, or archived?
- Priority concentration -- are there clusters of high or critical projects?
- Budget health -- which projects are over budget?
- Timeline risk -- which projects are overdue or approaching their target end date?
This order helps you spot systemic problems (too many active projects, budget pressure) before drilling into individual project issues.
Useful filter patterns
Daily operations review
- Status: Active
- Priority: High or Critical
Month-end cost control
- Status: Active or On Hold
- Focus on projects where spend is approaching or exceeding budget
Committee or board preparation
- Filter by strategic category
- Check both status and budget health before presenting
Use the same filters each week
If you use different filters every review, you can't compare results week to week. Pick a standard filter pattern and stick to it.
Common problems and fixes
- Project doesn't appear in the list -- check your filters. If you have status set to Active, archived or cancelled projects won't show.
- Budget numbers look wrong -- budget is set during project creation or on the project detail page. If it was entered incorrectly, open the project and edit it.
- Too many projects to review -- filter to Active + High/Critical priority first. Deal with those before expanding your scope.
- Can't tell which projects are overdue -- look at the target end date column. If today's date is past the target end and the project isn't completed, it's overdue.
Good habits that prevent issues later
- Always scan the full project list before diving into a single project. You might miss a more urgent issue elsewhere.
- Review the Projects list weekly, not just when someone asks about a specific project.
- Don't leave completed or cancelled projects in the Active filter. Update their status so the list stays clean.
- Before committee meetings, filter by relevant categories and confirm the status is current for every project you'll discuss.
Where does this data go?
The Projects list is the starting point for all project management. Each project links to its own detail page with timeline, budget, documents, and settings. Project data may also appear in committee reports and finance summaries.
Where to find it
Open Projects > Projects Overview (direct link: /projects).