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.
Last updated: April 2026 | Version 1.0
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