The Delivery view under Projects focuses on the actual execution of projects—for example, assigning consultants to their defined roles.
You can also review relevant assignments and projects. Use the filters to customise your view. By default, only Openand Won projects are displayed.
Role Indicators
Roles are represented by coloured circles containing a number, indicating the number of roles in that category:
Green – Assigned
Blue – Preliminary assignment
Red – Unassigned
Click the arrow next to a project to expand and view more details, including dates and role assignments.
Available Filters
To help narrow down your view, you can apply various filters:
Allocation
Select Unassigned and Preliminary assigned to view roles not yet finalised.
Use Preliminary and Team to see consultants preliminarily assigned to your team.
Project Responsible
If specified in the project, filter by the person responsible to find projects linked to a resource manager.
Alternatively, use Sales Responsible if that role overlaps.
Tags
Filter projects and assignments using relevant tags.
Pipe
Useful if your organisation uses different sales pipelines by business area or geographical region.
Other Filters
Filter by Resources, Customers, or Team as needed.
Exporting Projects and Roles
You can export the projects and roles currently shown to a file. Look for the Export button in the bottom-right corner, next to Settings.
You need Manager permissions to export projects and roles from the Projects section.
The export reflects your current view — it includes only the rows matching your active filters (Status, Allocation, Resource, Period, and so on) and respects your chosen page size.
Note: This is different from the full data export under Administration → Data, which requires Administrator access and covers your entire dataset rather than a filtered view. See the "Exporting Data from Cinode" article for that option.