Projects

Section: Operations
URL: /admin/projects
Page title: (2) Proiecte

Overview

Projects organise client work — milestones, tasks, files, time tracking, expenses, and billing — into a single dossier.

Business value

Plans and executes client work end-to-end: milestones, tasks, files, time tracking, expenses, and billing — all on a single project record. Replaces juggling between spreadsheets, project boards, and email threads.

Who uses it: Project managers, delivery teams, account managers, finance
Key benefit: Delivers projects on time and on budget by giving everyone the same view of scope, status, and burn rate.
Metrics it influences: Project margin, on-time delivery rate, utilisation, scope-creep $

Typical use cases:

Run a client-services engagement from kickoff to invoice
Track billable vs non-billable hours by project for margin analysis
Bill a fixed-price project on milestone completion
Show a client real-time progress on a shared portal

At a glance

Accessing this module

From the admin sidebar, navigate to Projects, or open the URL directly:

/admin/projects

List view

The list view shows existing projects records. Use it to search, filter, sort, and bulk-act on items.

Common actions

View existing records — open Projects from the sidebar to see the list view.
Search and filter — use the search box and column filters to find records.
Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
Edit a record — click a row to open the detail view, then use the edit action.
Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

API

This module is available via the REST API.

Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management). Base URL. https://your-domain.tld/api/

Key endpoints:

Method	Path	Purpose
`GET`	`{{base_url}}projects?nr_page&per_page`	List All Projects
`POST`	`{{base_url}}projects`	Add New Project
`GET`	`{{base_url}}projects/:id`	Get One Project
`GET`	`{{base_url}}projects/search/:value`	Search Project Information
`PUT`	`{{base_url}}projects/:id`	Update a Project
`DELETE`	`{{base_url}}delete/projects/10`	Delete a Project

See the full payload schemas, query parameters, and example responses in the API reference (Projects).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/projects