Project · Portfolio

Route /project/list Menu Project → Project List

Project List

Primary project register with chips, sort controls, and chart-backed summary strip for portfolio health.

Portfolio register with quick filters, list/grid views, and comprehensive summary analytics.

Portfolio register

The project file every delivery screen opens from

Project list is the primary register with chips, sort, and a chart-backed summary strip for portfolio health. New delivery work starts as a project here (usually from a purchase order), not as a floating board.

Projects → Project list Route /project/list Project Manager · Resource Manager · Finance · Executive · Admin

The job of this console

Find a project, filter health, open details, or create when the org allows. Charts are the same register, summarized.

Seat at the table

Managers and above as persona allows. Contributors often land from My work or dashboard rather than the full register.

The working rhythm

Filter chips, sort, open a row, work details or deliverables, return. Do not clone a project to fix a name — edit it.

Moments that bring you here

Kickoff from a won PO. A stalled status. Portfolio review. Search failed and you need the register.

ⓘ

Project is the source

Tasks and activities hang off this register. Purchase orders remain the commercial parent when they exist.

Overview

Project List is the operational table for all delivery projects. It combines detailed rows with a broad summary layer to speed decisions.

Screen layout

Header: Create, quick chips, SHOW/SORT, team/date filters, text search, list/grid toggle.
Summary: KPI cards, delivery funnel, stage flow, estimate gaps, and charts.
Body: Table/grid of projects with status, account, team, schedule, and estimates.

Header & filters

Quick chips: All · Active · Archived · My projects · Favorite · New · In progress · Completed
SHOW: All · Active · Archived · My Projects · Favorite
SORT: Due Date · Est Start · Created · A–Z

Summary & charts

The Lux summary strip at the top of this screen is collapsible. Expand it to reveal KPI tiles and chart panels; collapse it for a wider register. All charts respect your active filters (SHOW preset, team scope, date range, text search).

Seventeen portfolio charts — click estimate gaps list when Hours estimated donut shows missing data.

◆ Emerald Luxury UI theme · chart data refreshes when filters change

Project list summary charts

By status

Donut

What it measures: Active status mix
How to read it: Centre may show active count
How to use it: Portfolio skew check

When to act: Filter list by status

Portfolio mix

Donut

What it measures: Open / completed / closed
How to read it: Live vs historical balance
How to use it: Reporting scope

When to act: Toggle SHOW preset

Timeline health

Donut

What it measures: Overdue / due soon / on track / no date
How to read it: Risk concentration
How to use it: Scheduling interventions

When to act: Open overdue projects

Creation trend

Area

What it measures: New projects, 6 months
How to read it: Intake spikes or quiet periods
How to use it: Capacity forecasting

When to act: Plan hiring if trend rises

Project types

H-bar

What it measures: Delivery model mix
How to read it: Service line distribution
How to use it: Strategic focus

When to act: Align sales pipeline

Billing mix

Donut

What it measures: Billable type split
How to read it: Finance alignment
How to use it: Revenue recognition

When to act: Review non-billable share

PO linkage

Donut

What it measures: PO-linked vs standalone
How to read it: Contract coverage
How to use it: Sales follow-up

When to act: Link orphan projects

Completed share

Donut %

What it measures: Completed vs in delivery
How to read it: Throughput ratio
How to use it: Delivery performance

When to act: Celebrate + learn from delays

Open pipeline load

Donut %

What it measures: New / assigned / in progress
How to read it: Funnel concentration
How to use it: WIP management

When to act: Limit new starts if overloaded

Automation

Donut

What it measures: Automation enabled vs disabled
How to read it: Workflow adoption
How to use it: Efficiency drive

When to act: Enable automation on eligible projects

Top accounts

H-bar

What it measures: Top 8 accounts by project count
How to read it: Client concentration risk
How to use it: Account strategy

When to act: Diversify portfolio

By team

H-bar

What it measures: Top 8 teams by project count
How to read it: Load distribution
How to use it: Team balancing

When to act: Reassign if uneven

Priority

V-bar

What it measures: Urgent / high / medium / low
How to read it: Escalation volume
How to use it: War-room focus

When to act: Triage urgent projects first

Shared visibility

Donut

What it measures: Shared vs private projects
How to read it: Collaboration vs restricted
How to use it: Security review

When to act: Adjust sharing settings

Complexity

V-bar

What it measures: Basic / medium / complex
How to read it: Resourcing needs
How to use it: Staff senior leads on complex

When to act: Right-size teams

Capex / Opex

Donut

What it measures: Capital vs operating
How to read it: Financial classification
How to use it: Finance reporting

When to act: Tag projects correctly

Hours estimated

Donut

What it measures: With hours vs missing estimates
How to read it: Planning completeness
How to use it: Estimate hygiene

When to act: Click gap list to add estimates

Main content & actions

Click a row to open Project Details. Use combined chips + filters + search to isolate high-risk subsets before taking action.

Complete feature list

Every control, panel, and workflow on this screen.

✓
Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
✓
Documentation searchHeader search indexes all guide pages (docs site).
✓
Collapsible summary stripKPI row and chart gallery above the register; expand/collapse persists in browser storage.
✓
Seventeen summary chartsFull portfolio analytics gallery.
✓
CREATE projectNew project wizard with type, team, dates.
✓
SHOW presetsAll · Active · Completed · My projects.
✓
SORT / Filter / TeamStandard Lux list header controls.
✓
Estimate gaps listClickable list of projects missing hour estimates.
✓
Grid / List toggleCard or table register.

Before you start

⚠️

Missing PO

PO linkage donut red slice — fix before client billing cycle.

💡

Planning sprint

Export estimate gaps list weekly; assign estimates in deliverables screen.

Who uses this screen

Project managers and portfolio leads running the master project register — create projects, fix estimate gaps, and analyze seventeen summary charts.

ℹ️

Primary PM register

Most PM time splits between this screen and Taskboard — use SHOW presets and estimate gaps list weekly.

Key concepts

Project register

Grid or list of projects with status, account, dates, team, priority, PO link.

Seventeen summary charts

Status, timeline health, billing mix, PO linkage, automation, complexity, hours estimated.

CREATE project

Wizard: type, team, dates, account, PO optional.

Estimate gaps list

Clickable projects missing hour estimates — planning completeness signal.

SHOW presets

All · Active · Completed · My projects quick filters.

Permissions

Role	Access on this screen
Project manager	Create/edit projects in scope; full register and charts.
Portfolio manager	All teams; reassign PM; archive completed.
Team member	My projects preset; read-only on others unless shared.
Sales / finance	Read-only for PO and billing fields.

📝

Administrator override

Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.

Controls reference

Control	Description	Notes
CREATE project	New project wizard.	Link PO when available.
SHOW presets	All/Active/Completed/My.	Combines with SORT.
SORT / Filter	Column sort, text search.	Standard Lux header.
Team selection	Multi-team scope.	Drives all 17 charts.
Estimate gaps	List of missing estimates.	Click to open project.
Grid / List toggle	Card vs table.	—
Row click	Open project-details.	Hero + tabs.
Summary strip	17 chart gallery.	Collapse for register focus.

Common mistakes

⚠️

Creating project without PO for contracted work

Invoice and traceability break — link PO from Sales first.

⚠️

Ignoring timeline health donut

Due-soon slice needs date edits on project-details before overdue.

⚠️

My projects only for PMs

PMs must clear All/Active view for team accountability.

FAQ

What are estimate gaps?

Projects without planned hours on deliverables — hurts Est vs Actual reports.

How many charts respect filters?

All seventeen when summary strip expanded.

Can I bulk update status?

Bulk actions vary — often per-row on project-details.

PO linkage donut meaning?

Shows projects missing PO — finance follow-up needed.

Workflows

Pick quick chip (for example, Active).
Set team/date filters and search text.
Review charts and funnel for bottlenecks.
Open a target project from the filtered list.

Tips & best practices

Tip: Watch Timeline health and Hours estimated panels together to catch overdue projects with missing planning data.

More guidance

💡

Remember

Grid or list of projects with status, account, dates, team, priority, PO link.

ℹ️

What are estimate gaps?

Projects without planned hours on deliverables — hurts Est vs Actual reports.

The project file every delivery screen opens from

The job of this console

Seat at the table

The working rhythm

Moments that bring you here

Overview

Screen layout

Header & filters

Summary & charts

Project list summary charts

By status

Portfolio mix

Timeline health

Creation trend

Project types

Billing mix

PO linkage

Completed share

Open pipeline load

Automation

Top accounts

By team

Priority

Shared visibility

Complexity

Capex / Opex

Hours estimated

Main content & actions

Complete feature list

Before you start

Who uses this screen

Key concepts

Project register

Seventeen summary charts

CREATE project

Estimate gaps list

SHOW presets

Permissions

Controls reference

Common mistakes

FAQ

What are estimate gaps?

How many charts respect filters?

Can I bulk update status?

PO linkage donut meaning?

Related pages

Workflows

Tips & best practices

More guidance