How can a Project be removed from the list view after being Completed?

Once a project is completed, users may prefer not to have it clutter their view of ongoing, active projects. Fortunately, the system is designed to filter the open projects list automatically by default. However, users also have the flexibility to customize their view based on company preferences. Here’s how you can manage the visibility of completed projects across different views and modules in Contractor Foreman.

By default, when you access the Projects module, the list view, or Projects Dashboard, will display only open projects. However, if you need to view completed projects or all projects (both open and completed), you can switch between different views. Above the project list, you will find an option to toggle between different project statuses:

Open Projects: The default view shows all ongoing projects.
Completed Projects: Selecting this option will display only the projects that have been marked as completed.
All Projects: This option provides a comprehensive list of all projects, regardless of their status.

Also, in the project navigation menu, the system automatically shows only open projects by default. But you can change the status of the Project to Completed so your project is not shown in the default list, Open Projects.

If you would like to keep the project but you do not want to see it in the Completed or Open lists, you can archive it or delete it. In order to archive it, you only need to click on the action items and click on the “Archive This Item” icon as shown below.

If you would like to delete it, you can click on the action items and then click on the “Trash bin/can” icon to delete it.

***You cannot retrieve deleted projects.

Viewing Completed Projects in Specific Modules

While the Projects module provides clear options for filtering completed and open projects, you may need to see or hide completed projects when you’re working in other modules of Contractor Foreman, such as Inspections, Invoices, or Change Orders. You can setup each module to show completed projects or hide them.

Go to the Settings of the Projects Module and you will find options for customizing how projects are displayed across different modules. Within the Projects module settings, look for a field called Project Selection Options. This field controls whether completed projects are shown in various modules. Here, you can choose to include or exclude completed projects based on your workflow preferences.

For example, if you want to see completed projects in the Inspections module, you can turn on the option to display completed projects for that specific module. And if you prefer not to see completed projects in the Invoices module, you can turn off the setting for that module.