The Projects Overview is your central hub for managing all your solar projects in Eturnity Expert. It shows the projects in your company that you are allowed to see (with the administrator or project manager role all of them, with other roles only those for which you are entered as project manager), allowing you to quickly find, filter, sort, and track projects throughout their lifecycle—from initial customer contact through to project completion.

The Projects Overview offers multiple viewing modes to match different workflows:

You open the Projects Overview via Projects: in the new navigation via the app launcher on the far left of the header, in the older navigation via the Projects link in the fixed header.

The Projects Overview provides different views optimized for different use cases. Each view offers unique benefits depending on how you prefer to work and what information you need to see.

As long as you have not saved a view, the page shows the projects as a table; this is the starting view. The table provides the most comprehensive information about your projects. It displays your projects in a traditional table format where each row represents one project and columns show various project attributes.

Key benefits of Table View:

The table view is ideal when you need to analyze project data, export project lists, or work with projects across different stages simultaneously.

A Kanban board shows the projects of one project stage in columns, one column for each project status of that stage. You create Kanban boards yourself: next to the tabs, click the plus Create view, under Choose view type select Kanban Board and then the Project stage. Under Name, enter a name that none of your views has yet, and click Create. As soon as you save a view, the default table no longer has a tab; if you want to keep a table alongside Kanban boards, also use Create view to create a view of the type Table.

The four fixed stages are:

Within each stage view, you'll see columns representing individual project statuses (which your administrator can customise under Settings › Workflow template in the Project status section). Each project appears as a card that you can drag between status columns to update its progress.

Key benefits of Kanban Views:

You can easily switch between different views using the tabs of your saved views. They are at the very top of the page, above the search field, the filters and Create project; to the right of them is the plus Create view.

The system automatically remembers your last selected view and will return to it the next time you visit the Projects Overview page.

The search finds projects by project name, project reference, customer name and parts of the customer address (street, house number, town or city, state – in Switzerland: canton – and postcode). It does not search email address, phone number, project status or project manager. Multiple words must appear together in one field.

Search works across all views—whether you're in table view or any Kanban view. When searching in a Kanban view, you'll only see matching projects that belong to that specific stage.

Filters allow you to narrow down your project list based on specific criteria. The filtering system is highly flexible and supports multiple simultaneous filters to help you find exactly the projects you need.

You can apply multiple filters simultaneously to create very specific project lists. For example, you might filter for "projects managed by Sarah Johnson that are in Selling stage and have PV technology."

Filters from different categories must all match ("and"). Several values from the same category, even in two filter rows, count as "or", however: a Technologies filter with PV and Battery shows projects with PV or Battery.

The available filter options include:

To discard all changes to filters, sorting and search at once, click Cancel in the Unsaved changes bar. The list then returns to the saved state of the view, or in the default table to the starting view without filters.

Sorting allows you to organize your project list in a meaningful order. You can sort by various attributes to quickly identify high-priority projects, find recent updates, or organize alphabetically.

The project list updates immediately to reflect your sorting preference. As long as you have not sorted anything, the most recently changed projects are at the top; the purple arrow in the Last update column shows this.

The sort options are the same in every view, but they work differently:

The view settings allow you to customize what information you see and how it's displayed. These settings help you optimize the Projects Overview for your specific workflow needs.

In table view, you can control which columns are displayed, helping you focus on the most relevant information while reducing visual clutter. In a Kanban board, the same window shows the columns as checkboxes; there you use them to decide which details appear on the cards.

Column changes are provisional at first: the Unsaved changes bar appears, and until you save, the changes are kept only in this browser tab and are lost as soon as you switch to another view. To keep them permanently, click Save current view (in a saved view) or Save as new view; Cancel discards them.

The page size setting controls how many projects are displayed per page in table view.

Larger page sizes reduce the need to navigate between pages but may take slightly longer to load. Choose a size that balances convenience with performance.

This setting controls whether dates associated with project markers are displayed in the project list.

Under Show details there is also the Project variants option: when enabled, the names of the project's variants appear below the project name, in the table and on the Kanban cards; a hover hint (Active variant) marks the active one.

In a view of the type Table, the three dots at the end of each project row open a menu with Assign to project manager (only with the administrator or project manager role), Change project status to (all statuses of your workflow template, including those of other stages) and Copy Project (depending on your licence). This menu is not available on the cards of a Kanban board.

To open and work with a project:

The project opens in the same browser tab, in the active variant. The list does not offer opening it in a new tab; to do so, copy the address of the opened project into a new tab.

One of the most powerful features of Kanban views is the ability to update project status through simple drag-and-drop:

If you change many project statuses within one stage, drag the cards in the Kanban board. To move to another stage, use the three dots at the end of the project row in the table › Change project status to; you do not need to open the project for this.

Hide columns you rarely need to reduce visual clutter:

Kanban boards are not created automatically. For each stage you want to see as a board, create a view: Create view › Choose view type › Kanban Board, then select the Project stage, enter a name under Name and click Create. The columns of a board are the project statuses of that stage; your administrator maintains them under Settings › Workflow template.

Check the following:

Remember: filters from different categories must all match; several values from the same category count as "or". If you have too many filters active, you might not see any results. Try removing filters one at a time to identify which filter is too restrictive.

Drop the card in the card area of another column, not on the column title; you cannot reorder cards within the same column. A board only shows the statuses of one stage, so you cannot drag a project into another stage. If the card jumps back with an error message, the status was not changed. For another stage, use the three dots in the table › Change project status to or the Status selection in the header of the opened project.