Projects Management
Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/projects
How to get there
Section titled “How to get there”Dashboard → Projects
Who can use this page
Section titled “Who can use this page”Needs: No module permission: every signed-in member of the company can open it.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Export | Any signed-in member | Manage also grants it |
| New Project | Any signed-in member | Manage also grants it |
| Export 6 rows to CSV | Any signed-in member | Manage also grants it |
What you see
Section titled “What you see”- Projects
Table columns
Section titled “Table columns”Project · Client · Status · Priority · Progress · Timeline · Budget · Team
Tab: First page
Tab: Previous page
Tab: Page 1
Tab: Next page
Tab: Last page 1
What you can do
Section titled “What you can do”- Export
- How this works
- New Project
- Filters
- Export 6 rows to CSV
- Project
- Client
- Status
- Priority
- Progress
- Timeline
- Budget
- Team
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Status | No | combobox | Any status |
Loading, empty and error states
Section titled “Loading, empty and error states”Empty state
Loading state
Rowmenu state
Tooltip state
Last updated 2026-10-27