> For the complete documentation index, see [llms.txt](https://docs.infraon.io/infraon-help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.infraon.io/infraon-help/infinity-user-guide/workspace/project-management/project.md).

# Project

Once projects are created, they are listed under the **Projects** section in the left panel. Users can select a project to **view, manage, and track** project activities.

Based on assigned [roles ](/infraon-help/infinity-user-guide/workspace/project-management/team-and-roles/role.md)(such as Project Manager, Project Implementor, and other configured roles), users can access the project, work on tasks, and manage milestones from this page.

## **What you see on the screen**

Projects can be viewed in two formats:

* **Table View**

Displays project tasks and milestones in a structured grid format with columns such as Task ID, Title, Description, Priority, Status, and Assignee. This view is suitable for managing and updating task details in a tabular format.

![](/files/1ea45883bd96d952bf6d3594566177463d25065e)

* **Gantt Chart View**

Displays project tasks and milestones on a timeline. It helps in visualizing:

* Task duration
* Start and end dates
* Dependencies and scheduling

Users can track project progress over time and adjust timelines accordingly.

![](/files/a38044c2fb2a77345fb9164c78a18dfe138c8116)

* **Table View**

Displays project tasks and milestones in a structured grid format with columns such as Task ID, Title, Description, Priority, Status, and Assignee. This view is suitable for managing and updating task details in a tabular format.

![](/files/eda4f8bc32c8dc6eaa250b5804db87521504d588)

* **Gantt Chart View**

Displays project tasks and milestones on a timeline. It helps in visualizing:

* Task duration
* Start and end dates
* Dependencies and scheduling

Users can track project progress over time and adjust timelines accordingly.

![](/files/584dba6bf4ca69f7e53a7b821c1d2181b779ab04)

* **Dashboard View**

Displays project-level insights and summaries using [widgets ](/infraon-help/infinity-user-guide/dashboard/add-a-dashboard.md#widget)such as **Task Summary, Project Schedule, and Project Budget.** Users can monitor task status distribution, project timelines, schedule variances, budget utilization, and overall project progress from a centralized dashboard.

![](/files/85a769c6b26eb6911a8631ca5a8979eef33dd3f8)

* **Meeting View**

Displays project-related meetings in calendar and list formats integrated from the [Meeting module.](/infraon-help/infinity-user-guide/workspace/calendar/schedule-for-video-conference.md) Users can schedule, track, and manage project-related meetings, view attendee lists, meeting statuses, and schedules, and access meeting details to support collaboration and follow-up.

![](/files/4c7e9d0db40b0b1812ea8ad1fee815e583244011)

**Project Details |** View

<table><thead><tr><th width="133.79998779296875">Label</th><th width="148.5999755859375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Column Configuration</strong></td><td>Click to configure columns</td><td>Select the columns to display in the table view.<br><br><strong>Options include:</strong> Task ID, Title, Description, Priority, Status, Assignee, Owner, Requester, Reviewer, Manager, Type, Estimated Effort, and more.</td></tr><tr><td><strong>Search</strong></td><td>Enter keyword</td><td>Search for tasks or milestones within the selected project by relevant fields such as Title or Task ID.</td></tr><tr><td><strong>Filter</strong></td><td>Apply filter criteria</td><td>Filter tasks based on parameters such as Status, Priority, Assignee, or other available fields.</td></tr></tbody></table>

**Action Icons |** Project

<table><thead><tr><th width="149">Label</th><th width="132.60003662109375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Add Task</strong></td><td>Click to add</td><td>Create a new task within the selected project. Tasks represent individual work items and can be assigned to users with defined priorities, statuses, and timelines.</td></tr><tr><td><strong>Add Milestone</strong></td><td>Click to add</td><td>Create a milestone to group related tasks or represent a key phase in the project lifecycle. Helps organize tasks and track major progress points.</td></tr><tr><td><strong>Expand All</strong></td><td>Click to expand</td><td>Expands all tasks and subtasks in the hierarchy, allowing users to view the complete structure of tasks under milestones.</td></tr><tr><td><strong>Collapse All</strong></td><td>Click to collapse</td><td>Collapses all expanded tasks and subtasks to provide a simplified and compact view of the project structure.</td></tr><tr><td><strong>Zoom In</strong></td><td>Click to zoom</td><td>Zooms into the timeline in Gantt view to view tasks and durations in finer detail (e.g., day-level visibility).</td></tr><tr><td><strong>Zoom Out</strong></td><td>Click to zoom out</td><td>Zooms out of the timeline to get a broader view of the project schedule (e.g., week/month-level visibility).</td></tr><tr><td><strong>Zoom to Fit</strong></td><td>Click to adjust</td><td>Automatically adjusts the timeline to fit all tasks and milestones within the visible screen for a complete project overview.</td></tr><tr><td><strong>CSV Export</strong></td><td>Click to export</td><td>Exports project task and milestone data to a <strong>CSV file</strong> based on the selected column configuration. The export may include <strong>calculated scheduling and reporting fields,</strong> depending on the project configuration.</td></tr><tr><td><strong>PDF Export</strong></td><td>Click to export</td><td>Exports the current project view to a <strong>PDF.</strong> The generated PDF captures the project information displayed on the screen, making it suitable for reporting, sharing, and project documentation purposes.</td></tr><tr><td><strong>Import CSV</strong></td><td>Click to import</td><td>Import tasks into the project in bulk using a CSV file. Useful for creating multiple tasks at once.</td></tr><tr><td><strong>CSV Edit</strong></td><td>Click to edit</td><td>Download, modify, and re-upload task data using CSV format for bulk updates.</td></tr></tbody></table>

### **CSV Edit**

#### **Manage Task Dependencies**

The CSV Edit option also allows users to create, update, or remove **task dependencies** in bulk by editing the exported CSV file and re-importing it into the project.

{% hint style="info" %}
For an overview of **predecessor** and **successor** relationships, visit ["Task Dependencies"](/infraon-help/infinity-user-guide/workspace/project-management/project/working-on-a-projectt.md#task-dependencies) under "View Task".
{% endhint %}

![](/files/dfebc20258dd39f33b2110f53f733db6fa976281)

The exported CSV includes dependency-related columns that can be updated to define predecessor relationships between tasks.

**Dependency Configuration Rules |** CSV Edit

<table><thead><tr><th width="227.60003662109375">Field</th><th>Description/ Example</th></tr></thead><tbody><tr><td><strong>Predecessor Task</strong></td><td>Specifies the task that the current task depends on.<br><br><strong>Example:</strong> Task ID 10</td></tr><tr><td><strong>Dependency Type</strong></td><td>Defines the relationship between predecessor and successor tasks.<strong>Supported values:</strong> FS, SS, FF, SF</td></tr><tr><td><strong>Lag Days</strong></td><td>Specifies the number of days to delay the successor task after the dependency condition is met.<strong>Example:</strong> 5</td></tr><tr><td><strong>Multiple Dependencies</strong></td><td>A task can contain multiple predecessor relationships separated using the supported CSV format.</td></tr><tr><td><strong>Remove Dependency</strong></td><td>Clear the dependency value in the CSV file, then re-import it to remove the relationship.</td></tr></tbody></table>

**Example:**

| Current Task            | Predecessor Task        | Dependency Type | Lag Days |
| ----------------------- | ----------------------- | --------------- | -------- |
| User Acceptance Testing | Development Complete    | FS              | 2        |
| Production Deployment   | User Acceptance Testing | FS              | 1        |

{% hint style="info" %}
The exported **CSV file** includes the fields selected in the **column configuration.** Additional calculated fields such as **Start Variance and Final Variance** are also included to help track schedule deviations between baseline and actual dates.
{% endhint %}