> For the complete documentation index, see [llms.txt](https://eohelp.weaver.com.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://eohelp.weaver.com.co/project/my-project.md).

# My project

In this menu, all the projects the current user participated are listed.

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## 1 List Data

### 1.1 View Project

The user can choose one of the two modes \[Card View] and \[List View] as display options

#### 1.1.1 Card View

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#### 1.1.2 List View

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### 1.2 Sort Project

The project list supports sorting by different columns, such as Project No., status, progress, and the time of progress changes, in ascending or descending order.

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### 1.3 Batch change of personnel&#x20;

User will only be able to view this function under the relevant project template, this function is not available in \[All].

Step 1:  Select the project, then click "Batch adjustment of personnel" on the bottom-left of the page to execute the modifications.

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FeIcWcWasplfY0OICJeTY%2Fimage.png?alt=media&amp;token=01ec7d01-8d99-4849-a339-dc4040692dc6" alt=""><figcaption></figcaption></figure>

Step 2: Select the personnel field to be changed.

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Step 3: Select the Edit Type.

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FYHpzHRVkRr8Xlrsp81RC%2Fimage.png?alt=media&amp;token=351645ec-2775-406a-8702-7a5e18000431" alt=""><figcaption></figcaption></figure>

Project Team Before

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FM3tOJBQkEC4ThTvvJSUL%2Fimage.png?alt=media&amp;token=cf2948fa-a082-428d-ba45-1e99e073ff8f" alt=""><figcaption></figcaption></figure>

#### 1.3.1  Modify to new value

Functionality: Changes all existing personnel members with another of a specific role within the project team.

Step 1: Select "Modify to new value" as the edit type, then select the user to replace the current personnel with in \[Change to], and click "Confirm" to save the new changes.&#x20;

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FGmTdrTnZbaCYUrfd4mME%2Fimage.png?alt=media&amp;token=2eb1696c-c479-4351-a9f7-202af4f926cb" alt=""><figcaption></figcaption></figure>

Project Team After

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2Fr5hQzPD4F6jd4WfBcA9Q%2Fimage.png?alt=media&amp;token=8ea03f2f-d411-4ab5-ac9b-c1cc9794a43b" alt=""><figcaption></figcaption></figure>

#### 1.3.2 Replace content

Functionality: Replaces the existing user of a role within the project team, without changing the other assigned individual.

Step 1: Select "Replace content" as the edit type and the user to be replaced with in {Change} and the personnel to replace them with in {To}.

Step 2: Click "Confirm" to save the new changes.&#x20;

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FgKYKjVyGPs5hTNUXBv6m%2Fimage.png?alt=media&amp;token=2b47518e-708b-4f23-803b-499a450b93a8" alt=""><figcaption></figcaption></figure>

Project Team After

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FnGU7PG1zI7K12ZPQVoB7%2Fimage.png?alt=media&amp;token=be20d71a-66f1-46b3-a08c-f01a1a442f58" alt=""><figcaption></figcaption></figure>

Remark:

The user can select one or more personnel to be replaced by one or more other personnel.

*Project Team Before*

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FEhuFJNgNiinxUcV0hxaA%2Fimage.png?alt=media&amp;token=107a801b-7d6a-4a8e-a05f-c8f0f31781e3" alt=""><figcaption></figcaption></figure>

*Select the Project Manager and select the new project managers to replace the current one with.*

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FfAjj5VnoxsrxCnrkDkxo%2Fimage.png?alt=media&amp;token=ee36e1a9-637b-48d3-b7c1-af73c10d9447" alt=""><figcaption></figcaption></figure>

Project Team After

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FUJq3XznzhroeI7ex0S6b%2Fimage.png?alt=media&amp;token=4fc48d7b-a4cb-48ec-8a13-3ce422cef624" alt=""><figcaption></figcaption></figure>

#### 1.3.3 Clear content

Functionality: Resets all roles (Project Manager, Project Monitor, etc.) for the project team.

Step 1: Select "Clear content" as the \[Edit type], then click "Confirm" to proceed.

Remark: Only the project manager field cannot be cleared; the other team personnel fields can be cleared to blank.

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FiwFdKzDFsIpuMbLYEw0M%2Fimage.png?alt=media&amp;token=2d9d9340-8183-445b-a58a-57efc4ce1db2" alt=""><figcaption></figcaption></figure>

Project Team After

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FxNDfEGuBeCEnurAa3n24%2Fimage.png?alt=media&amp;token=b29b64cd-19ec-494d-9c7b-d718e5611c63" alt=""><figcaption></figcaption></figure>

#### 1.3.4 Add option

Functionality: Allows the addition of personnel to specific roles within the project team.

Step 1: Select "Add option" as the edit type and the user to be added to the role in {Select Add Option}, then click "Confirm" to proceed with the new changes.&#x20;

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FtbtLPH07TU67zar7RCIk%2Fimage.png?alt=media&amp;token=2ee2d27b-22fe-4154-8fbe-d7d75b07b187" alt=""><figcaption></figcaption></figure>

Project Team After

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FgVkWRNYVFmXl5K3X6ZvU%2Fimage.png?alt=media&amp;token=3594f6ca-4890-4759-80d6-7df3aba18547" alt=""><figcaption></figcaption></figure>

#### 1.3.5 Delete option

Functionality: Removes the specific personnel assigned to a specific role within the project team.

Step 1: Select "Delete option" as the edit type and the user to be remove from the field in {Select Delete Option}, then click "Confirm" to proceed with the new changes.&#x20;

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2Fx25h1bZdt3hCSsFI1Ajz%2Fimage.png?alt=media&amp;token=f733cba6-7cfa-4398-a136-745b00f37400" alt=""><figcaption></figcaption></figure>

Project Team After

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FWoP47TmlpkHL9V6hK4Ar%2Fimage.png?alt=media&amp;token=f9a10c53-c771-48bb-bbb7-d757e0e682d8" alt=""><figcaption></figcaption></figure>

### 1.4 Delete Project

#### 1.4.1 Single Delete

Step 1: Select the project. Go to the end of the row, click more ···, and click delete.

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Step 2: Confirm the deletion

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#### 4.1.2 Batch Delete

Step 1: Select the project, then click "Batch Delete" on the bottom-left of the page to execute the deletion of projects.

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FJ0soqsM87RpJF6ylKVmF%2Fimage.png?alt=media&amp;token=646814ef-6383-4856-bcbc-a4fdca1a6ee5" alt=""><figcaption></figcaption></figure>

Step 2: Confirm the deletion

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Remark:

* Projects cannot be deleted in Card View, only in List View.&#x20;
* Only the Project Manager can delete the project.
* Please note that if a project has been deleted, it can no longer be retrieved!

## 2 Filtering/Searching

### 2.1 Filter

System will default to display all projects that the current user has permission to access/view but they can filter the corresponding projects by project template (category) or by using additional options in the more filters, such as "involved with me" and "managed by me".

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2F7f7KxwUJgReiAiync4S9%2Fimage.png?alt=media&amp;token=97fd6769-be1f-40c5-abf6-312b2aa5faf9" alt=""><figcaption></figcaption></figure>

### 2.2 Search

#### 2.2.1 Simple Query

The users is able to filter project with project name that are similar/matched to the text entered in the search box.

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FAPSKQPI9RMIQa7tUzMMO%2Fimage.png?alt=media&amp;token=4f491e86-fef0-4c7b-9ee3-52990ca4e909" alt=""><figcaption></figcaption></figure>

#### 2.2.2 Advanced Query

The \[Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria.

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2Flo4CKj5BTz8sr0zqeGeI%2Fimage.png?alt=media&amp;token=ef90cd38-6e3c-47d2-af28-87205d834b7a" alt=""><figcaption></figcaption></figure>

## 3 Export/Import

### 3.1 Export

Step 1: In the top-right corner of the page, click "Export".

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Step 2: Select or de-select fields to be exported, and click "Confirm" to begin the process.

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### 3.2 Import

As different project categories may have different fields or field requirements, the import button will only be available under specific categories.

Step 1: In the top-right corner of the page, click "Import".

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Step 2: Export the template by clicking on "Export template".

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Step 3: Fill up the Excel template.

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Step 4: Select the updated Excel file by double-clicking on the file or click on the file and click "Open".

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FltQLG9Aoqw5LonZyTW32%2Fimage.png?alt=media&amp;token=b7a0adf9-f1a1-4e91-b49d-aff214adb001" alt=""><figcaption></figcaption></figure>

Step 5: Click on "Start importing" to begin the import.

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When the import is complete, an Excel file will be generated to inform the user of the import status of all rows.
