The Recurring Projects Report provides a firm-wide view of each client’s recurring projects, including Project Name, Next Start Date, Days to Complete, Assigned To, Cost, and Hours Estimate. All details can be reviewed in full by exporting the report to a .csv file.
1. Navigate to the View Reports section in the black ribbon on the left under Reports.
2. In the upper right Projects box select Recurring Projects Management:
Filtering the Report
From the Recurring Projects Management window, you can filter and select the specific projects you want to view. The list will also display relevant Client Custom Fields configured for your firm.
Bulk Update or Delete Selected Projects
To efficiently manage a large number of projects, you can adjust the number of rows displayed per page. This makes it easier to select multiple projects at once for bulk updating or deletion.
Exporting the Report
You can export the Recurring Projects Report to a .csv file to review all project details, including
Project Name
Next Start Date
Days to Complete
Assigned To
Cost Estimate
Hours Estimate.
Exporting makes it easier to sort, filter, and analyze your projects outside of Firm360.