Summary: The project window is where you plan and manage one project. This page names each part of it, from the view tabs to the selected task's fields.
Applies to
| Property | Value |
|---|---|
| Product | LYNX-X |
| Version | 28.10.9877.0 |
| Required permissions | Any user who can open the project |
| Last updated | 2026-11-10 |
| Owner | Support |
Overview
Open a project from Portfolio > Project list: double-click its row, or select it and select Open. The project opens in its own tab in the top bar, so you can keep several projects open and switch between them. The × on the tab closes the project.
The project window answers the question "how do I plan or manage this project?". Project managers work here most; the people who carry out the tasks usually work from My activities instead.
Nothing you change here is stored until you select Save at the top of the left rail. Some changes made outside the project, such as a note added from the Portfolio or switching the portfolio to Debuffered, show in an open project only after you close and reopen it.
Fields
| # | Part | What it is for |
|---|---|---|
| 1 | Project tab | The project's ID and name. The × closes the project. |
| 2 | View tabs | Gantt: the task grid with its Gantt chart. Staging: the stage plan above the tasks. Tasks: the project's tasks as a list, with a View filter. Cards: the project's workpackages and their cards. Pert: the task network as boxes and lines. |
| 3 | View selector | Which schedule view the Gantt shows, for example Schedule view or Critical chain view. See Which schedule view to use. |
| 4 | Side panels | Project opens the project's details, statistics, buffers, notes and documents. Task opens the selected task's notes, documents, bookings and history. Drag & drop opens the skills, resources, task managers and tasks you can add to a task. |
| 5 | Toolbar | New task and delete, indent and move tasks up or down, expand or collapse summary tasks, Connect tasks, and the CCPM tools. Point at a button to see its name. |
| 6 | Left rail | Save; Properties, the project's properties; Res. load, the project's resource load; Search, to find a task; Schedule, the scheduling options such as Reschedule project (F9); Tags; Filter, for example the tasks that gate the selected task; Bookmarks; and at the bottom Messages, the scheduler's messages for the selected task, and Print. A project that is not started yet has no Tags. |
| 7 | Selected task | The task's ID, its status, its name, and three boxes: CC, CLC and RTS. |
| 8 | Task tabs | The selected task's details, one tab each: General, Staging, Dates, Custom fields, Visual, Assignments, Taskmanagers, Predecessors, Successors. A workpackage also has a Workpackage tab. Select a tab to open it. What each tab holds: The selected task's tabs. |
Between the toolbar and the selected task sit the task grid, one row per task, milestone and buffer, and the Gantt chart. The grid's Buffers column shows three cells for each task: Project buffer, Milestone buffer and Feeding buffer. Point at a cell to see which it is.
When a row shows a warning sign in front of its number, select the task and select Messages on the left rail to read why, for example a warning about a dependency on a task in another project.
The selected task
The status beside the task's ID reads Not started, Started, Completed, Paused or Aborted. Select it to choose another status.
CC, CLC and RTS repeat the three ticks on the right of the General tab:
- CC: Critical chain task?
- CLC: On current longest chain?
- RTS: Ready to start?
The side panels
Select Project, Task or Drag & drop to open its panel on the right. Select the small Hide view button at the far right of that row to close it.
Notes
- The columns of the task grid can differ from one project to another.
- The Filter tasks box sits beside the view selector.
See also
Revision history
| Version | Date | Author | Changes |
|---|---|---|---|
| 1.1 | 2026-11-10 | Support | The selected task's bar now shows its status (LYNX-X 28.10.9877.0). Figures recaptured. |
| 1.0 | 2026-10-16 | Support | New article. |
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