View your Projects on the Kanban view split by stage.
Projects sit within your collections, this list view can be accessed from the 'Projects' button on your Collections.
Your Project will hold multiple colourways which can become Product Costings once published into Z.Hub. It is where you enter manufacturer details, raw materials required, and costing information, details, fit notes, measurement, and more - allowing you to export a tech pack.
1. Add New Project
Click here to create a new project within the Collection.
2. Search Records
Search for all records with 'jacket' in project name - enter 'jacket' in quick search field and click SEARCH - you see results below
Now you have your search results.
To clear search results - click on 'x' to remove filter
or
Click on RESET FILTER
Search for all records with e.g. 'cotton' as a raw material on the bill of materials - enter 'cotton' in search field and click SEARCH - you see results below (you can search by raw material ID or Our Ref)
Now you have your search results.
To clear search results - click on 'x' to remove filter
or
Click on CLEAR FILTER
To INCLUDE INACTIVE projects - click on 'X' next to ACTIVE then CLEAR FILTER again to see ACTIVE ONLY
3. Sort your Projects
1. Any existing sorting will be displayed here.
2. To remove any sorting rules, click the red 'x' on the sort you'd like to remove.
3. Click the 'Nothing Selected' dropdown to pick a new field to sort by.
4. Choose if you would like to sort that line's value in ascending (Asc) or descending (Desc) order.
4. Access the Standard Projects List View
Click here to view your projects in theList View.
5. Access the Projects Grid View
Click here to view your projects in theGrid view.
8. Extended Filtering Options
Filter the grid view by the values displayed on the modal.
7. Kanban Headers
The Kanban headers will be as per the stage names, colours, and order pulled from your Stage settings.
8. Actions Menu
You can open the record to Edit, Move the Project to another Collection, Print the Costing PDF, or Print the Tech Pack.
