6. Projects

All roles can read

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

All (4) Synced Not in Odoo Pending Syncing Failed
Search by project, grant, donor… Search
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.

Use this view to spot trouble. Open Failed once a week — every row there is a sync that needs attention. Hover the Failed pill to see the error message; click into the project for the full Sync log.