Projects
Capital and major maintenance work as first-class projects - scoped to real assets, budgeted, scheduled, and tracked to completion.
Projects are for work too big for a single work order: the roof replacement, the arena dehumidification retrofit, the annual road program. What makes AssetLab projects different from a generic PM tool is that they're anchored to the registry - a project knows which sites, buildings, systems, and assets it touches, so its costs and outcomes land back on the portfolio record.
What lives here
| Page | What it covers |
|---|---|
| Creating projects | The guided setup - scope, phase, team, and what closeout does |
| Tasks & milestones | The task board, subtasks, milestones, and the timeline |
| Risks & updates | The risk register and the period-based status narrative |
| Budgets & financials | Budget lines, change orders, POs, invoices, snapshots |
| Replacement planner | Where capital projects come from - the replacement calendar over asset lifecycles |
Working the project list
The Projects page offers four views - list, grid, split, and calendar - with a "My projects" toggle to cut the list to what you're on. Table columns can be hidden and drag-reordered, and your arrangement is remembered. A selection mode supports bulk delete, and the list exports to CSV or a formatted Excel report.
The Phase filter is driven by your own phases - the list you maintain under Settings → Categories → Project Phases, in the order you put them in. It matches the Phase column in the table and the phase you set on each project. A phase a project still carries after you delete or rename its category stays selectable, so nothing goes missing from the filter.
There is also a Status filter, but it only appears if your projects carry more than one status. Status is a separate free-text field with no editor in the app - it is set by imports and API integrations - so for most organizations every project holds the same default value and the filter would offer a single meaningless option.
Archiving finished projects
Once a project is done, archive it to take it out of the working list without deleting anything. The Active / Archived toggle beside "My projects" switches the page between the two sets, and in selection mode you can archive or restore in bulk.
Two things worth knowing:
- Archiving does not change the project's status. A completed project stays completed, so it keeps counting as delivered capital in the Capital Brief and keeps its budget, costs, and history.
- Archiving is reversible; deleting is not. Restore puts the project straight back in the active list. Reach for archive whenever you're tempted to delete a finished project.
Inside a project
A project record is organized in tabs - the core set is scope (sites, buildings, locations, systems, assets, infrastructure, networks), tasks, team, budget/financials, risks, updates, documents, work orders, and an Activity feed for conversation. Two more are easy to miss:
- Reports - seven printable reports per project: full, executive, budget, task, team workload, milestone, and financial. The board package generates itself.
- Quick vs. full edit - the detail header toggles between a quick-edit summary and the full form, and can print the project to PDF.
Where projects come from
Some arrive as decisions ("council approved the roof"), but the healthiest pipeline is data-driven: the replacement planner schedules which assets get replaced in which year, and Create projects turns the calendar into next year's project list - already scoped to the right assets, budgeted from their replacement costs.
Who sees projects
Projects are a Manager+ surface, available on the Enterprise plan (or as the Projects add-on on other tiers). Staff interact with project work through the work orders and tasks assigned to them; the budget and risk views stay with the people accountable for them. See Roles & access.