The Projects Screen

Opening the Social Impact module takes you to the Projects screen. This is where most day-to-day work happens.

Figure 4 The Projects screen, showing filters, search and the project list

The screen is made up of four main areas:

Create Project (top right): adds a new project.
Filters: narrow the list by Business Unit, County or Project Status.
Search, column and export controls: search projects by name, use the column icon to choose which columns are displayed, and select Export to download the list.
Project list: each row shows the project name (with its reference number underneath), the Lead and Auditor, project value, business unit and county. Select a project name to open it.

Use the Rows per page setting and the arrows at the bottom of the list to page through larger portfolios.

The Navigation Menu

Hovering over the icon bar on the left-hand side of the screen expands the navigation menu, showing the name of each area. Items shown in grey are not enabled for your account.

Figure 5 The expanded navigation menu

Menu item	What you will find there
Dashboard	Organisation-wide dashboards and filtering (see ‘Organisation-Wide Dashboards and Filtering’ in the ‘Dashboards’ article)
Projects	The project list and individual projects (see ‘The Projects Screen’ and ‘Working in a Live Project’ in the ‘Converting Bids and Project Set-Up’ article)
Estimates	Bids captured before they are won (see the ‘Estimates’ article)
Metric Library	All IES metrics, models and custom metrics (see ‘The Metric Library’ article)
Reports	Report Builder, data reports and exports (see the ‘Reporting’ article)
Surveys	Surveys and questionnaires (see ‘Surveys’ in the ‘Reporting’ article)
Needs Analysis	The Local Needs Analysis tool (see ‘Searching for an Area’ in the ‘Local Needs Analysis’ article)
Help	IES documentation and direct access to the Thrive Help Desk
Tenders, Forms, Verification, Configuration	Not covered in this knowledge base. Your Thrive contact can advise where these are relevant to you.