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Eric Bostrom
80d 19h

Organize projects in the 'Open Project' window. Sort, Search, Categories/Folders etc.

Planned

We're migrating our Planswift projects from on-prem to cloud. It would be nice to be able to create parent folders, or workspaces, per year. Some of our users can see 'workspaces', others can't. When switching to a workspace it acts as if we've reverted to a trial account.


It would also be nice to be able to affect the sort (ascend/descend) of projects, and fuzzy search. E.g. type 'Cotati' to reduce the list of projects as we type to those with 'Cotati' in their title.


Finally, we'd like to be able to move projects into these parent folders so we can de-clutter the main 'Open Projects' list. An example would be moving from 2025 to 2025/Awarded or 2025/Unsuccessful.


Procore's project list works this way, and projects can be marked as inactive to remove them from the main active list of projects. Most recently used projects are at the top of the list sorted by recent access.




0
Heber Allred zzTakeoff80d 18h

Sounds good. Thanks for the input and screenshots. We'll discuss internally and come up with some solutions. 🙂

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