The project list page provides a comprehensive overview of the various projects created and managed through Keka Professional Services Automation (PSA). This essential feature allows you to effortlessly monitor the status of active projects in the system, ensuring that you stay informed about each project's progress and details.
You can leverage the project list page to perform a variety of essential functions. This feature enables you to view all projects set up within the system, as well as to add, edit, or archive any project as needed. By navigating to the Active Projects tab, you can easily see all ongoing projects, while the Archived Projects tab provides insight into previously completed or inactive projects.
For each project listed, you will find key details, including the associated client, the project manager's name, the billing type, and more. Additionally, the filtering options allow you to refine your view based on project status or client, making it simple to access relevant information about your projects quickly.
To access the project list and explore the various actions available, follow these steps:
**Tracking Projects Using the Project List Page**
Begin by navigating to the Project section in the left navigation pane. Click on the Projects tab to reach the project list page. Make sure you are on the Project List tab to view all projects currently set up in the system.
At the top of the page, you’ll find the option to create a new project by clicking the +Create Project button. Additionally, you can easily switch between different tabs, including Active Projects, All Projects, and Archived Projects, to manage your project overview effectively.
Active Projects
By default, you will land on the Active Projects tab, which displays all projects that are currently active within Keka PSA. This section includes any project that has been created and is still in progress, meaning it has not yet been archived.
To help you quickly locate specific projects, you can utilize the filtering options available at the top of the page. These filters allow you to narrow down the project list based on criteria such as Client or Project Type.
In this view, you can see essential details for each project, including the Project Name along with its Project Code, the Client Name, the Billing Type, the Duration of the project, and the name of the Project Manager.
For additional actions, click on the three dots (...) in the Actions column. From here, you can choose to update project details by selecting Update. If you need to archive a project, simply click on Archive. To permanently remove a project from Keka PSA, select Delete.
**All Projects**
The All Projects tab provides a comprehensive view of all projects within Keka PSA, including those that have been archived. This section allows you to review projects that are canceled, completed, or yet to start, giving you a complete picture of your project landscape.
From this tab, you can easily manage the projects listed by clicking on the three dots under the Actions column. Here, you have the options to Update project details, Archive a project, or Delete a project as needed.
Additionally, the filtering tools at the top of the page enable you to refine your view based on specific criteria, such as the Client associated with the project, the project's status, or the billing type. This functionality ensures you can quickly access the information that is most relevant to your needs.
**Archived Projects**
In this section, you can access detailed information about projects that have been archived within Keka PSA. This allows you to review past projects that are no longer active but may still be relevant for reference or reporting purposes.
By clicking on the three dots under the Actions column, you will have the option to unarchive a project, which will move it back to the All Projects list for easy access and management.
For a comprehensive understanding of the project list page in Keka PSA, this concludes our overview. If you have any further questions or need assistance, please don't hesitate to reach out to our product experts for support!
To gain further insights into configuring your projects, please follow this link: Configuring your new project