Project Labels

Use project labels to segment (group), filter, and sort your projects.

Here are a few examples:

• If your organization does commercial work, you may want to apply labels to your projects to group by classifications such as Standard Industrial Classification codes (aka ‘SIC Codes'), or sub-categories like Corporate, Retail, Mixed-Use, Industrial, Civil, Cultural, Hospitality, Entertainment, Health & Sciences, Education, etc.

• Or, if your organization does work in residential or multi-family, you may want to segment your projects to group by type of work such as New Construction, Remodel, Kitchen, Bathroom, Media Room, Garage, Decks & patios, etc.

• There are five (5) geographic regions in the United States - Northeast, Southeast, Midwest, Southwest and West. But perhaps your organization just does business in a single Metropolitan Statistical Area (MSA). You could use labels such as Central Lowlands, Appalachian Plateaus, Ridge and Valley, New England, Piedmont, and Atlantic Coastal Plain.

When it comes to labels, other than keeping them unique/distinct, there really isn’t a right or wrong way to use them. Create labels that make sense to your teammates. The examples above illustrate three different categories of labels. Keep in mind, you aren’t limited to just one category. You can apply multiple labels to a project which can be useful information to users in just a glance.

Adding to the List of Available Project Labels

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From the main ribbon menu, navigate to the Project Form.

1. Right-click in the ‘Labels’ panel.

2. Click ‘Add’ to pop-up the list of available labels.
   
   

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3. Right-click anywhere in the list box to bring up a context menu with ‘Add’, ‘Rename’, and ‘Delete’.

4. Select ‘Add’.

5. Enter your desired label text.

6. Click ‘OK’.
   
   

Applying Project Labels to Your Project

1. Right-click in the ‘Labels’ panel.

2. Click ‘Add’ to pop-up the list of available labels.
   
   

    

3. Select your desired label.

4. Click ‘OK’.
   
   

    

5. To apply multiple labels to your project, repeat steps 1-4.
   
   

Removing a Project Label from Your Project

1. Select the label you want to remove.

2. Right-click in the selected label ('Downtown' in this example).

3. Select ‘Remove’ from the pop-up context menu.
   
   

Renaming a Project Label

1. Right-click in the ‘Labels’ panel.

2. Click ‘Add’ to pop-up the list of available labels.
   
   

    

3. Select the label you want to rename.

4. Right-click the selected label to bring up a context menu with ‘Add’, ‘Rename’, and ‘Delete’.

5. Hover your mouse over ‘Rename’.

6. Edit the selected label text and hit Enter.

7. Click ‘OK’.
   
   

Removing a Project Label from the List of Available Labels

1. Right-click in the ‘Labels’ panel.

2. Click ‘Add’ to pop-up the list of available labels.

    

3. Select the label you want to Delete.

4. Right-click the selected label to bring up a context menu with ‘Add’, ‘Rename’, and ‘Delete’.

5. Select ‘Delete’.
   
   

    

6. Click the ‘Yes' button to delete the label.
   
   

    

7. Click ‘Cancel’
   (Otherwise, the highlighted label will be applied to your project, and you may not want that particular label applied).