The My Projects module allows project managers to get a quick overview of all their projects, including balances and payment status per learner. Users will only see projects that have been assigned to their user profile.

My Home > My Projects

How to use My Projects

• Click the status dropdown and select Active or Closed to filter the project list.

• All projects assigned to you are displayed with the following information: project number, project manager name, start date, end date, allocated amount, and current balance.

• Click the balance link to generate a PDF report listing all transactions on the project to date.

• If learners are linked to the project, click the Who paid link to generate a report of learner payments.

• Use the search box to search for a project by name or project manager.

• You can export the project list to Excel. Note that links will not work in the exported file.

Frequently asked questions

Why can I not see all projects?

My Projects only displays projects assigned to your user profile. Contact your system administrator if a project you manage is not visible.

Why do the links not work in the Excel export?

The Excel export is a flat data export and does not support clickable links. Use the on-screen view to access PDF balance and payment reports.

How do I close a project that has passed its end date?

Navigate to Finance > Projects > Projects to close projects that have exceeded their expected closing date.