Overview
The Projects page is the central hub for all project management in Dash360. Administrators create and configure projects here, control which projects are visible to users, and access the full suite of per-project settings.
Every piece of cost estimating, earned value, scheduling, and risk data in Dash360 belongs to a project. Setting up a project correctly — with the right code files, rate files, registry settings, and configuration — determines what users can do and see.
Permissions
Administrator role required for all operations on this page.
Project List
The project list shows all projects in the system with their current status. Each row shows:
| Column | Description |
|---|
| Name | The project name |
| Active | Whether the project is currently visible to non-admin users |
| Default | Which project loads automatically when users first log in |
| Favorite | Projects marked as favorites appear at the top of project selectors |
| Order | The display sequence in project dropdowns |
Creating a Project
Click Add Project to open the project form. A new project requires at minimum a name and the assignment of supporting files (code file, resource file, rate file, registry). See Project Settings for a full description of every configuration tab.
After saving, the project appears in the list as inactive. Activate it when it is ready for users.
Activating and Deactivating Projects
Use the Active toggle to control whether a project is visible to non-admin users. Inactive projects do not appear in project selectors in any module.
Activating a project triggers a rebuild of its reporting tables. This runs in the background and may take a few minutes for large projects. Deactivating a project archives its reporting data.
Setting the Default Project
Mark one project as the Default to have it pre-selected when users open Dash360. Only one project can be the default at a time.
Marking Favorites
Administrators and users can mark projects as Favorites. Favorited projects appear at the top of project selection dropdowns across all modules, making them easier to find in large project lists.
Editing a Project
Click any project row to open its settings. The project settings form has multiple configuration tabs covering everything from contract details to signature workflows. See Project Settings for a full reference.
Project Data Operations
Several operations are available from the project list for managing project data:
| Operation | Description |
|---|
| Shift Data | Move all resource assignment dates forward or backward by a specified number of months |
| Copy Project | Duplicate an existing project with all its settings |
| Recalculate | Trigger a recalculation of earned value metrics |
| Backup | Create a point-in-time backup of the project |
| Restore | Restore a project from a backup file |
Shared Files
A project’s code files, resource files, rate files, and registry sets can be shared with other projects. When a file is shared, any change to that file affects all projects using it. The project list shows which files are shared using indicator icons on each project row.
Shared files are powerful for maintaining consistency across related projects — for example, a program with multiple projects that all use the same WBS structure. Be aware that editing a shared file will affect every project that references it.
