Project List

To view all of the projects in your workspace, click on Portfolio in the nav bar (Figure 1), or select the sub-menu item Projects. Figure 1 - Select Portfolio to View the Project List This will bring up the project list screen (Figure 2). Depending on the security role assigned to your member profile, you may see only projects where you are on the project team or only those projects that are assigned to your practice. If you have the Create project permission, you will see an enabled New Project button (+) at the top-right of the screen. For more on creating projects in Ruddr, see the Create a New Project article. The list of projects can be downloaded by clicking the download button to the left of the New Project (+) button at the top-right of the list. Figure 2 - Project List From the project list screen, you have the following filters at the top of the list to help you narrow down the results:

• Project Name, Client Name or PO# - Type in a partial or full project or client name, or a PO Number.
• Client - Select a specific client to see just that client’s projects.
• Project Billing Type - Select the billing type of the project, such as:
  • Time & Materials
  • Fixed Fee
  • Fixed Monthly
  • Non-Billable
• Project Status - Select the status of the project, such as:
  • Not Started
  • In Progress
  • Paused
  • Completed
• Project Archived - Select active projects or archived projects.
• Project Tags - Any custom project tags that you are using to categorize projects. Your workspace administrator can create a library of project tags.
• Project Practice - The practice that is assigned as the owner of the project. Practices are optional in Ruddr.
• Project Admin - Specify a Project Admin to list that the projects for which that member is the Project Admin.

When a project has had its Lock time and expenses setting applied, a lock indicator (Figure 3) will appear next to the project name in the list. For more on this setting, please refer to the Create a New Project article in the Ruddr Help Center. Figure 3 - A Lock Indicator will Appear if the Project has been Locked For workspaces that have the Project Health Reporting feature enabled, project health report ratings (Figure 4) will be visible to those with Edit project permissions on their security role. Figure 4 - Project Health Report Ratings The project health report ratings are as follows:

• Budget
• Client Satisfaction
• Team Satisfaction

These indicators are represented by color-coded icons that indicate the “health level” of the metric:

• Green - indicates an assigned value of Excellent
• Yellow - indicates an assigned value of Fair
• Red - indicates an assigned value of Poor

To view the project dashboard for a particular project, simply click on the project name in the list. The project dashboard provides a comprehensive view of the project and its performance. At the right end of each project row (Figure 5), you are provided with a menu of actions. These actions are View, Edit, View Time Detail, Clone, Archive, Track Time, and Delete. Depending on your permissions, some of these options may be disabled. Figure 5- Project List Action Menu

​

Edit a Project

To edit a project, you must have Edit project permissions. Simply click on the Edit menu option (Figure 5) on the row that you want to edit. This will open up the same project drawer that was used to create the project. Alternatively, you can click on the edit button at the top-right of the project dashboard.

​

View Time Detail

From the Projects list, you can navigate directly to the Time Detail report, which will automatically have the Project filter applied for the project for which you wish to view time details. Click on the View Time Detail menu option (Figure 5) to access the report.

​

Clone a Project

Cloning a project allows you to create an entirely new project based on a similar, existing project. This can save a lot of time in project setup. To clone a project, you must have the Create project permission. Simply click on the Clone menu option (Figure 5) on the row that you want to clone. This will bring up a window (Figure 6) that will allow you to give the new project a name and select the items that you would like to copy into the new project. Figure 6 - Specify the New Project’s Name and Select the Entities you Wish to Copy as Part of this Clone If a cloned project will be for a different client, you can change its client from the Edit Project drawer. When creating a cloned project, you will have the opportunity to provide a Start Date for the project. If you choose to do so, and are cloning project tasks, allocations, or accounting items, you can also choose to “shift” those items out, relative to the new start date you provide on the cloning window. The member that is creating the new project via cloning will be set as the Project Admin on the new project. Tip: If you have a project setup that will need to be cloned on a regular basis, set up a “template” project that serves as the master template for that project setup. You can then clone from that template whenever you need to create a new project with the same setup.

​

Archive a Project

To archive a project, you must have the Delete or archive project permission. Simply click on the Archive menu option on the row that you want to archive. This will bring up a confirmation window (Figure 7). When you archive a project you will not delete any of the project information and will be able to continue reporting on the project. Figure 7 - Confirm your Action to Archive a Project For more about archiving a project, see the Archive or Delete a Project article.

​

Track Time to a Project

For members that are part of the project team, they can opt to Track Time to a project directly from the Project list. To do this, members can simply click on the Track Time menu option (Figure 5) on that project’s row. This will open up the New Time Entry drawer (Figure 8), with the project pre-selected for time entry. Figure 8 - Time Entry Detail Available from the Project List

​

Delete a Project

To delete a project, you must have the Delete or archive project permission. Simply click on the Delete menu option (Figure 5) on the row that you want to delete. This will bring up a confirmation window (Figure 9). Figure 9 - Confirm your Action to Permanently Delete a Project and all Associated Data in Ruddr Deleting a project is not recommended if the project has time or expenses associated with it. For a project with time or expenses, you will have to manually confirm the delete action by typing the word “DELETE” into the confirmation window. Once you delete a project, you cannot reverse this action, and all associated data (including time entries, expense items, invoices, and payments) will be gone forever! Note that if the project has one or more associated invoices, the Delete menu option will be disabled. For more about deleting a project, see the Archive or Delete a Project article.