PowerClerk Support Center

Build-A-Program
Actions
Questions to ask yourself
Locating the Actions feature
Creating Actions
Feature reference
FAQs
Communication Templates
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Feature reference
FAQs
Deadlines
Questions to ask yourself
Locating the Deadlines feature
How to create Deadlines
Feature reference
FAQs
Forms
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
Sensitive Data Fields
Feature reference
FAQs
Roles
Questions to ask yourself
Locating the Roles feature
How to create and edit a Role
Feature reference
FAQs
Workflow
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Transitions
Changing a project's status
Feature reference
FAQs
Advanced Program Design
Automations
Questions to ask yourself
Locating the Automations feature
Creating an Automation
FAQs
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
Feature reference
eSignatures
DocuSign template tags
Mapping eSignature tags
FAQs
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
How to create a Formula
Formula Data Dictionary
FAQs
Frontpage
Questions to ask yourself
Locating the Frontpage feature
How to edit the Frontpage
FAQs
Incentive Design
Questions to ask yourself
Locating the Incentive Design feature
How to design an Incentive
Incentive Options
FAQs
Single Sign On (SSO)
IDP Configuration
SP Configuration
PowerClerk API
Custom API IDs
API Documentation for Developers
Application & Process Automation
Getting Started
Common Usage Scenarios
Using Custom IDs
API Method Reference
Code Samples
Administration
Business Days
Questions to ask yourself
Locating the Business Days feature
Setting up Business Days
FAQs
Dashboards
Questions to ask yourself
Locating the Dashboards feature
How to create widgets in your Dashboard
Other Dashboard Actions
Data Import
Questions to ask yourself
Locating the Data Import feature
How to validate a Data Import
FAQs
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
FAQs
ePayments
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
FAQ
Import From V2
Questions to ask yourself
Locating the Import From V2 feature
How to Import From V2
FAQs
Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
FAQs
Program Info
Questions to ask yourself
Locating the Program Info feature
How to edit the Program Info menu
Notification Banners
FAQs
Program Statistics
Questions to ask yourself
Locating the Program Statistics feature
How to use Program Statistics
FAQs
Reports
Questions to ask yourself
Locating the Reports feature
How to setup Reports
Cross-Program Reports
FAQs
Test Environment
Questions to ask yourself
Locating the Test Environment feature
How to setup a Test Environment
FAQs
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
FAQs
Program Reporting
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
FAQs
Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
FAQs
Project Summary
Questions to ask yourself
Locating the Project Summary feature
FAQs
How to edit the Project Summary
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
FAQs
Settings
My Account
Questions to ask yourself
Locating the My Account feature
How to use the My Account feature
Setting up Multi-Factor Authentication
MFA Recovery Guidelines
FAQs
FormSense
Questions to ask yourself
Locating the FormSense feature
How to use the FormSense feature
FAQs
Grant Access
Questions to ask yourself
Locating the Grant Access feature
How to Grant Access to users
FAQs
Tutorials
TUTORIAL 001: How to configure a Web Adapter – ArcGIS Implementation
PowerClerk Video Guides
NEW: PowerClerk User Group Sessions (UGS)

Project Views

Quickly evaluate workflow progress with Project Views on the HOME page.

Project Views feature


Questions to ask yourself about Project Views:

Which project statuses do I want my project list to be sorted by?
Which user will benefit from which Project View tab?

Locating the Project Views feature

Anyone in a Role with the Edit Project List Columns privilege can edit Project Views by opening the PROGRAM DESIGN menu and clicking on Project Views:

 

Locating the Project Views feature

Figure 1: PROGRAM DESIGN >> Project Views

 

How to edit Project Views

The list of projects offered on your HOME screen allows for orderly display by project status when you define the respective tab within PowerClerk’s Project Views feature. The tabs described in Figure 2 below show a typical display to allow easy sorting of the list of all projects within your program by important statuses:

 

HOME screen Project View tabs

Figure 2: HOME screen Project View tabs

 


To add and configure a tab header on the HOME screen, please click on PROGRAM DESIGN >> Project Views and click the New View button:

 

New View

Figure 3: Creating a New View

 


The configuration dialog of your new Project View tab allows you to give your new tab header a name, designate which status projects have to be in to be displayed under that tab, and lets you control the visibility based on roles:

 

Configuring a new Project View

Figure 4: Configuring a new Project View

 

The option to Add queue information on when applications enter this set of statuses allows an applicant to identify the queue position of their project in the selected statuses. In other words, the option will show how may projects might potentially be ahead of their own project within a given status.


To remove a Project View tab, expand the Project View by clicking it’s green “+” icon and select the option on the right-hand side:

 

Deleting a Project View

Figure 5: Deleting a Project View

 

Video Guides

Would a video guide help to better explain Project Views? Contact us and let us know.

FAQs

Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.

Create A Support Ticket

Not finding your answer here?  Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.