The Projects page is your portfolio command center — it shows every project in your tenant at a glance. From here you can create new projects, monitor status across your portfolio, and jump into any project’s full workspace.

BriefSpec Projects grid showing project cards and metric cards
The Projects grid. Metric cards at the top give you portfolio-wide stats. Each project card shows key details at a glance and offers quick actions.

Metric Cards

The top row gives you an instant portfolio pulse:

  • Total Projects — Every project in your tenant, regardless of status.
  • Active Projects — Projects currently in progress (not Draft, Completed, or Archived).
  • Total Pillars — The sum of all pillars across all projects. Pillars are high-level functional areas like HCM, Finance, or Supply Chain.
  • Total Epics — The sum of all epics across all projects. Epics are major bodies of work within each pillar.

Project Cards

Each project is displayed as a card showing:

  • Project name and ID — Click the name to open the full workspace.
  • Status badge — Active, In Progress, Draft, Completed, or Archived.
  • Client name — The organization this project belongs to. Click to view client details.
  • Project type and category — Implementation, Enhancement, Support, etc., plus Billable or Internal.
  • Software scope — The applications and modules this project covers.
  • Pillars and Epics — Counts of functional areas and major work items.
  • Timeline — Start and target end dates.

Card Actions

At the bottom of each card, three icons let you take quick action:

  • Edit (pencil) — Modify project details like name, client, status, or template.
  • Activity Stream (clock) — View the project’s history — who changed what and when.
  • Delete (trash) — Remove the project. Only available for Draft, Completed, or Archived projects. Active projects must be moved to one of those statuses first.

Search, Filter & View Controls

The toolbar above the cards gives you several ways to narrow down what you see:

  • Search bar — Type a project name or ID to filter in real time.
  • Active Projects toggle — Show only active projects, or include Draft and Completed.
  • Pagination — Navigate through pages (1-4 shown) and adjust how many cards appear per page.
  • Grid/List toggle — Switch between card grid view and a compact list view.
  • Advanced Filters — The filter icon opens detailed filtering by status, client, type, and more.
  • Add Project (+) — The blue button creates a new project and opens the multi-step wizard.