How to find, sort and archive projects
Filter the Projects list, sort it your way, and archive a job when it's done. Nothing is ever deleted.
Projects lists every project in your business. Use Filter to find one, Display options to sort the list, and a project's menu to archive it. Archived projects stay out of sight until you ask for them.
Find a project
Tap Filter, then pick:
- Status: Active or Archived. It starts on Active.
- Site manager: one or more people, or No site manager.
Only Admins see Status. Site Managers and crew see the active projects they're on.
Sort the list
Tap Display options, then choose Sort by: Date created, Name, Last activity or On site now. Tap the arrow beside it to flip the order. Foreman remembers your choice in this browser.
On site now only shows if your business records hours by checking in and out.
Archive a project
Only Admins can archive.
- Open the project.
- Tap More actions, then Archive project.
- Tap Archive project again to confirm.
Nothing is deleted. Diaries, inductions, forms and tasks are all kept.
Unarchive a project
- On Projects, tap Filter, then Status, then Archived.
- Tap Unarchive on the project's row.
It goes back to Active with its team as it was.
Read a row
Each row shows the project, its team, who's on site now, how many site diaries it has and when it last had a diary or check-in.
Tap a number to open that project's list. The totals at the top open Site diaries already filtered.
A lock instead of a number means you're crew on that site. Its diaries are for its Site Manager to see.