Projects

The Projects page is the directory of every project you can see in the current organization. From here you find a project, open it, star the ones you use most, create a new project, duplicate an existing one as a template, and archive or restore projects.

A project is the container for everything else in SolaProjects: its team, tasks, files, time, budget, plan and reports. Owners and Projects Administrators use this page to manage the portfolio; managers and members use it mostly to find and open their projects.

Where to find it

Who sees it: everyone with SolaProjects access, on every plan. The list contains:

Screen tour

Filter bar (top card, left to right)

Every filter change returns you to page 1. The list is ordered starred first, then most recently updated. 15 projects per page; the pager below shows Prev, Page N of M · T total, Next.

Card view

Each card shows: a ★ before the name if starred, the name, the status badge, the customer (or —) · code, and a meta line with N open tasks, the member count and the target/end date. Click the card to open the project's Overview. Under the card:

List view

Empty state: No projects found — "Try clearing filters." Load failure: Unable to load this page with Retry.

Create a project

1. Click New project (top-right of the filter bar).

2. Fill in the New project dialog:

   Field	Required	Rules / defaults	Notes
   Code	Yes	Up to 64 characters, unique in the organization. Saved in CAPITALS. Placeholder PRJ-1.	Becomes the prefix of task keys (ALN-FIT-1).
   Name	Yes	Up to 255 characters.
   Description	No	Free text.	Also searchable.
   Customer	No	— None — or a customer of this organization.	Customers are shared with SolaCount.
   Manager	No	— None — or a member. Must be an active member with SolaProjects access.	Added to the team as project Manager.
   Start date	No	Date.
   End date	No	On or after the start date.

   The note reads: "New projects start as non-billable. Billing/rates are set later in the classic settings view."

3. Click Create project. You see Project created. and the new project's Overview opens.

What happens:

• Status is Active; billing type Non-billable, no customer time approval, no rates.
• You (the creator) and the chosen manager are added to the team as project Manager.
• Project created is recorded in the project's Activity.

Errors:

Open, star and find projects

• Open: click a card, the name in list view, or →.
• Star: click Star (or the ☆ icon). Starred projects sort to the top and can be isolated with Starred only. Stars are personal and per organization. Errors: You can't star this project. / Could not update the star.
• Find an archived project: tick Show archived.

Duplicate a project

Use a finished job as the template for a new one.

1. Click Duplicate (card) or Duplicate project (list).

2. The Duplicate project dialog: "Name — A new copy of this project will be created using the options below."

   Field	Default	Rules
   Code	Original code + -COPY	Unique in the organization, up to 64 characters, saved in capitals.
   Name	Original name + Copy	Up to 255 characters.
   Copy tasks	Ticked	Copies tasks (including subtask structure) and the project's task statuses.
   Copy project members	Ticked	Copies the team. If cleared, only you are added, as Manager.

3. Click Duplicate project. You see Project duplicated. and the copy opens.

The copy is always Active, carries the original's settings (customer, manager, billing setup, dates, description), and records Project duplicated in Activity. Errors: You can't duplicate this project. (you need both edit rights on the source and the create-project permission) or Could not duplicate the project.

Archive a project

1. Click Archive on the card or list row (or use Settings → Danger zone, see Settings).
2. The Archive project dialog: "Name — This project will be hidden from active lists. It can be restored later. Type its project code to confirm. CODE".
3. Type the code in Project code exactly. The button stays disabled until it matches.
4. Click Archive project. You see Project archived.

The project leaves the active list, the Dashboard counts, the sidebar picker and the time-log picker. Nothing is deleted. Wrong code: Confirmation did not match. Type the project code exactly.

Restore a project

1. Tick Show archived.
2. Click Restore on the archived project.
3. Restore project: "Name — This project will become active and appear in the active list again." Click Restore project.
4. You see Project restored. Status is Active again.

Statuses

Project health

Health is separate from status. Each project carries a health value — On track by default — shown on the Overview and used by the Dashboard at-risk counter (At risk, Blocked, Delayed, Warning) and Project Groups roll-ups. Since 5 October 2026 this stored value is recalculated from the project's tasks whenever the Dashboard, a Project Group, the Reports portfolio summary or the Overview loads, so these screens now agree with Reports. (Before that nothing updated it and projects stayed on On track even when Reports showed a problem.)

Reports and the AI assistant also calculate a live health score from tasks. It starts at 100 and drops for overdue tasks (up to −30), blocked tasks (up to −25) and a passed target date with open work (−25):

Permissions

Portal restrictions on a specific project (view, edit, delete) always win.

Worked examples

Example 1 — create a project

Omar Haddad (Projects Administrator) at Al Noor Trading LLC wins a showroom job.

1. Projects → New project: Code aln-fit, Name Al Noor Showroom Fit-out, Customer Meem Trading, Manager Sara Khan, Start 2026-10-11, End 2026-12-15.
2. Create project → Project created. The Overview opens for ALN-FIT (code capitalised).
3. The Team tab shows Omar and Sara as Manager. Billing is Non-billable until set in Settings.

Example 2 — reuse and tidy the portfolio

1. Omar ticks Show archived, finds last year's Jumeirah Retail Fit-out (JRF), clicks Duplicate.
2. Code JRF-2027, Name Jumeirah Retail Fit-out 2027, keeps Copy tasks, clears Copy project members → Project duplicated. The copy has 42 tasks; only Omar is on the team.
3. Back on the list he stars it (it now sorts to the top) and archives the finished Dubai Main Warehouse Racking by typing DMW-RCK → Project archived.
4. The Dashboard active counter stays at 9 (one project added, one archived); the archived project disappears from the sidebar picker.

How it connects

Tips and common problems

Related

• Getting started · Project Groups · Dashboard
• Overview · Tasks · Team · Settings
• Budget and finance · Reports · Integrations (workspace)