6. Projects
Cross-grant view of every executing project. The sidebar entry follows your tenant's project label setting (Organisation › Overview), so it reads "Projects" everywhere this label is configured.
What's on the page
- Filter pills: All · Synced · Not in Odoo · Pending · Syncing · Failed. Driven by
projects.sync_status; sub-grants split further into Draft vs Started based on whether any manual actuals have been entered. - Search box: free text matched against project name, grant title, grant reference, and donor name.
- Table columns: Project (with analytic code) · Grant (clickable) · Donor · Organisational units (with country) · Status.
Filter + search state lives in the URL, so a filtered view is bookmarkable + shareable.
Click-through behaviour
Clicking a project row takes you to its detail page with a context-aware breadcrumb:
- From the Projects list: Home › Projects › Project: …. Sidebar highlights the Projects entry.
- From a Grant page: Home › Granted › <grant> › Project: …. Sidebar highlights Granted.
So one click back always returns to where you came from.
Project detail — Budget allocation card
Per category: Grant total · Allocated to this project · Remaining on grant. When the grant has a detail template, each category expands into project-specific detail rows (snapshotted from the grant on first open; editable independently per project). The category-level "Allocated" then auto-rolls from the sum of detail rows.
For categories without a detail template, the Allocated input defaults to the remaining grant amount so the LAST project on a multi-project grant fills to zero automatically. Explicit edits (including 0) always win.
What it looks like
| Project | Grant | Donor | Organisational unit | Status | |
|---|---|---|---|---|---|
| Acme Ethiopia — Civic Voices programme ETH-EUX-CVP |
GR-2026-001 Civic Voices 2026 | European Union | Acme Ethiopia ETH Ethiopia |
● Synced | |
| Acme Ethiopia — Outreach pilot ETH-EUX-OUT |
GR-2026-001 Civic Voices 2026 | European Union | Acme Ethiopia ETH Ethiopia |
Pending | |
| Local partner — capacity building ETH-EUX-CAP |
GR-2026-001 Civic Voices 2026 | European Union | Acme Ethiopia ETH Ethiopia |
● Sub-grant · Started | |
| Mali pilot MLI-EUX-PIL |
GR-2026-002 Mali pilot programme | European Union | Acme Mali MLI Mali |
⚠ Failed |
Illustration only — your screen shows every project across all grants, filterable + searchable in the URL.