Projects and statuses

The Projects page

Open Projects from the menu. The bar across the top holds New Project, the search box, the sub-status filter and a Refresh button. Under it are the status tabs. Each tab shows its projects in a table.

• Open a project. Select its number in the Job # column.
• Collapse a group. Select the grey heading above the table, the one with the project count.
• Sort by date. Select the Due or Created heading. The other headings do not sort.
• Reload a tab. Press Refresh. A tab keeps what it loaded for a short while, so refresh when you expect a project that is not showing.

Organization Admins, Engineers and Designers all see the same list. What differs by role is noted where it applies. See what each role can do.

Status tabs

Every project has a status and, inside it, a sub-status. The tabs are the statuses, in the order a project moves through them.

• The number in brackets on a tab appears once you have opened that tab.
• Within a tab, projects are ordered by priority, then by due date.
• Intake, Triage and Design show every project at once. The other tabs show 25 to a page. Change the page size under the table.

The full list of sub-statuses is in Statuses and sub-statuses below.

Search and filter

Search

1. Type in the box that reads Search by job ID, customer, address, client.... The open tab narrows as you type.
2. After two characters, a list of matching projects from every tab drops down. Each one shows its job number, status, customer, address and client, and which field matched.
3. Select a project in that list. It is added to a new Search Results tab, where you can work it like any other row.

Typing narrows the open tab by job number, client reference, client name, customer name, address, designer, engineer and status. To see everything again, clear the box with the × at its right edge. Press Clear Results on the Search Results tab to close that tab.

Filter by sub-status

The All Sub-Statuses list beside the search box holds the sub-statuses of the tab you are on. Choose one to show only those projects. The filter goes back to All Sub-Statuses when you change tabs.

Columns

Hover over a value in Ref, PM or Customer and a copy button appears. The Finished and Canceled tabs leave out Priority and Due.

Work from a row

Two icons start every row.

• The speech bubble opens the project’s comments. A number on it is the count of comments. The number is red when some are unread. See Comments.
• The three dots open the row menu. It only lists what makes sense for the project’s status.

Canceled projects and cancellation requests

Once a project is canceled, or a request to cancel it is waiting for a decision, the actions that change it are taken away.

• Canceled. The row menu holds only View Details.
• Cancellation request waiting. The row menu holds View Details, and Resolve Cancellation for an Organization Admin. There is no Complete Project Intake, Edit Project, inspection action or Cancel Project.
• On both, selecting the Team, Priority or Due value does nothing.

If the request is denied, the project goes back to the status it had before. See Finishing, revisions and cancellations.

Change a status

Most status changes happen for you as the work moves on: submitting an intake, approving it in triage, finishing a report. When you need to move a project by hand, use the quick edit.

1. Select the coloured label in the Status column. Quick Edit Project Status opens.
2. Choose the Project Status, then the Sub-Status.
3. Read the blue box. It states the change, for example “Status will change from In Drawing Queue to Ready for Triage Review”.
4. Press Save Changes.

Sub-statuses with a lock

A sub-status with a padlock beside it is set by Structra while it does a piece of work, such as preparing the design files. You cannot choose it.

Quick Actions

For a project in design, Quick Actions at the bottom of the box offers the usual next step as one button, such as Start Job, Pause Job, Job Issue, Ready for Review or Design Approved. An Organization Admin sees them on any project. A Designer or an Engineer sees them on projects where they hold that place on the team, and Start Job also shows when the place is empty. See Design for how they are used.

After you save

If the new status belongs to another tab, the row stays where you are working and gains a Moved to label naming the new tab. It leaves when you switch tabs, search again or press Refresh.

Change a due date

1. Select the project’s Priority or Due value. Change Due Date opens.
2. Press one of the Quick Select buttons (Tomorrow, 3 Days, 1 Week, 2 Weeks, 1 Month, 6 Weeks), or pick a day under Or Select a Date.
3. Check the blue box, which shows the old date, the new date and the difference in days.
4. Press Update Due Date.

A quick-select button that would land on a weekend moves to the Monday after. The priority on the row follows the new date.

Statuses and sub-statuses

These are the labels as they appear on a row, grouped by tab. “Automatic” means Structra sets it and moves the project on by itself.

Intake

Triage

Design

Design walks through these in order.

Inspection

Inspections covers this stage.

CFI Draft, Finished and Canceled

On a phone

On a narrow screen the table becomes a list of cards. Each card shows the job number, the sub-status, the customer, the client, the reference and the due date.

• Tap a card to open the project.
• Tap the sub-status label to open Quick Edit Project Status.
• Cancel shows on projects in Intake or Design. Organization Admins also see Resolve on a project with a cancellation request.

The cards have no row menu, team initials or comment icon. Open the project to reach comments, the team and the other actions.

What is not here yet

• Deleting a project. A project cannot be deleted from the list. Cancel it instead. See Finishing, revisions and cancellations.
• Choosing columns. You cannot hide, add or reorder columns.
• Exporting the list. There is no export of the Projects list to a spreadsheet.
• Changing several projects at once. Status, due date and team are changed one project at a time.