Project Dashboard

Project Dashboard

Overview

OneEnterprise is a project management platform that helps you plan, organize, and track your projects. Use OneEnterprise to assign tasks to team members, monitor progress, and complete projects on time—whether short-term or long-term.

This article introduces the Project module, where you create projects and invite team members to collaborate.

Navigate to the Project Module

Navigation: Home > Projects
  • Select the Projects menu to open the Projects screen.

Projects List

The Projects List displays all ongoing projects on the home screen. Each project appears as a card that shows the project name, status, and any errors. This view helps you quickly identify projects that need attention.

Project Card

The Project Card gives you an overview of a project, including its status, members, and quick actions. A card includes the following elements:
  • Menu icon (top-right corner): Opens options such as Edit, Favorite, Lock, Invite Team Member, and Delete.
  • Warning or Alert icon (top-left corner): Appears only when the system detects an issue. Select the error chip to view detailed error information in a pop-up, including the affected area (design, setup, or runtime).
  • Project logo: Displays the configured logo, or a default logo if none is set.
  • Project name: Appears below the logo.
  • Project description: Provides a brief summary of the project.
  • Entities: Shows the number of systems associated with the project. Select this section to open the Project Network screen. Displays 0 if no systems are added.
  • Members: Shows the number of members assigned to the project. Select this section to open the Team Members screen. Displays 0 if no members are assigned.
To view detailed information about a project, select any area of the card. The detailed project screen opens.

Select the menu icon in the top-right corner of the card to open the following options:
  • Favorite: Select the Star icon to mark a card as a favorite. Favorite cards appear first in alphabetical order, followed by the remaining cards in alphabetical order.
  • Lock: Assigns the project for personal use.
  • Invite Team Member: Invites a team member to join the project.
  • Edit: Opens the project details for editing.
  • Delete: Removes the project. This option is available only to users with delete permissions; otherwise, it appears disabled.

Action Area

The Action Area appears in the top-right corner of the screen and contains buttons for the current screen, such as save, delete, edit, and share. The available buttons vary by screen.
The breadcrumb shows the navigation hierarchy of the Project module. To return to a previous screen, select any segment of the breadcrumb.

Help

The Help icon shows help content for the current screen. The Help tab includes the following articles:
  • Screen Help: Provides help for the current screen.
  • Related Articles: Provides more information about the action items or related details on the current screen.
  • Knowledge Articles: Provides in-depth knowledge base articles about the module.

Add

Select Add to create a new project from the dashboard. The project wizard opens. After you complete the wizard, the new project appears on the dashboard.

The Search field appears in the Action Area. To find a specific project, enter its name in the Search field. Results appear as you type.

Filter

Use the Filter icon in the Action Area to search for projects by system, status, or team member.


To apply a filter:
  • Select the Filter icon.
  • Enter values in the filter fields:
    • Entity field: Enter a system name. Matching names appear as suggestions. Select a system, and it appears as a chip in the field. Select the X icon on a chip to remove it. You can add multiple systems.
    • Team Member field: Enter a team member name. Matching names appear as suggestions. Select a name, and it appears as a chip in the field. Select the X icon on a chip to remove it. You can add multiple members.
  • Select Show Result to apply the filter.
To clear the filter:
  • Select Reset to clear the selected filter values.
  • Select Show Result to remove the filter and reset the screen.

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