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Projects

Introduction​

This guide explains how to use the Projects page in My Home Plan to create, view, edit, and delete projects for the currently selected company.

Accessing the Page​

  1. From the left sidebar, click Projects.
  2. You will be directed to the Projects list. If no company is selected, you can still view existing projects, but you’ll be prompted to select a company before adding new ones.

Navigating the Page​

  • Breadcrumbs: Shows the current location as Projects.
  • Add Projects: A button labeled + Add Projects opens the create/edit modal.
  • Projects Table:
    • Name — Project name.
    • Actions — Edit (opens the modal pre‑filled) and Delete (opens a confirmation dialog).
  • Confirmation Dialog (on Delete):
    • Title: Delete Reminder Schedule
    • Message: Are you sure you want to delete this reminder schedule?
    • Buttons: Delete / Cancel
  • Loading Indicator: A spinner appears near the Add button while API requests are in progress.
  • Error Banner: A red alert box appears at the top if an API error occurs.

Key Features​

  • Create & Edit Projects: Use the + Add Projects button to open the modal. Selecting Edit in a row pre‑loads the project into the modal.
  • Delete Projects: Use the Delete action, then confirm in the dialog.
  • Company Context for Adding: If no company is selected, the page shows “Please Select Company to add records,” and the add action is disabled.
  • Auto‑Refresh: After creating, editing, or deleting a project, the list refreshes automatically.
  • User Feedback: Loading spinner and error banner provide quick feedback during operations.

Common Tasks​

  1. Add a Project
    • Ensure a company is selected from the app header/context.
    • Click + Add Projects to open the modal.
    • Fill in the required fields and save.
  2. Edit a Project
    • Click Edit in the Actions column for the desired project.
    • Update fields in the modal and save.
  3. Delete a Project
    • Click Delete in the project row.
    • Confirm in the dialog (click Delete) to proceed.

Troubleshooting​

  • Cannot Add a Project?
    • Make sure a company is selected; otherwise the page will display a notice and the add action will be unavailable.
  • Error Banner Appears (red box)
    • The message is returned by the API. Retry the action or contact support if the issue persists.
  • Spinner Keeps Spinning
    • Check your internet connection and try again.
  • List Didn’t Update After an Action
    • Close the modal; the list should auto‑refresh. If not, refresh the page.

Contact Support​

Reach out via: