The Project Index gives you visibility of the start date, budget, spend and performance across all projects.
Found in the main navigation bar, the Projects Index holds project information from your finance / ERP system, with each project representing a contract that your organisation has with a supplier. You can click on any project line to navigate to the project page to see further details.
Analysing projects
The Project Index allows for sorting by project start date, budget, spend and performance, allowing you to quickly see concurrent projects and a chronological view of projects, as well as to rank projects by the highest/lowest spend, budget or performance.
Searching for projects
The search bar lets you search across all projects by Project name or Supplier name. This is a fast and effective way to explore all suppliers on a project or all projects with a certain supplier.
Reviewing your/a colleague's projects
Level A-C users can toggle between either All or 'My Projects', so you can review projects across your organisation or those that you are a project member on. You can also choose a colleague from the 'By Staff Member' dropdown box to view the projects they are working on.
Level D users will see a Project Index that has been filtered to projects they are a member of only.
Adding projects
We regularly import client data, to ensure that spend matches your payment system. Projects are added by your finance department providing an import file to IAND. If you cannot see your project in your Project Index, please contact support@iand.com
