1.1. Project List Guide

On the Project List page, you can view and manage all the trade projects you are participating in or have created.

✨ UPDATED (2026-07) — The project list is now unified into an Active Projects / Archived Projects tab layout. The separate "Archived Projects" sidebar menu is gone; switch with the tabs at the top of the same screen. Existing URLs and bookmarks still work (/projects opens the Active tab, /archived opens the Archived tab).

💬 Try it with Lyra

• "Show me last month's project status"
• "Go to the screen for creating a new project"
• "How many projects are in progress?"

Detailed feature guide: Lyra Interactive Features Guide

1. Key Features

• Active / Archived tabs: Switch between Active Projects and Archived Projects with the tabs at the top of the screen. Each tab shows its project count, and the Archived tab shows the archived date.
• Search & Filter: Using the search bar at the top of the screen, you can quickly find projects by project name (Project Name), shipment number (CI/B/L Number), or partner company name. Filtering by status (in progress, completed, canceled, etc.) is also provided.
• Create New Project: Click the New Project button at the top right to start a new import/export project.
• Card View and List View: Using the view toggle button at the top right of the screen, you can choose whether to view projects as visual cards or as a detailed data table. The counterparty columns are labeled Exporter / Importer.

2. Create Project

Clicking the New Project button at the top right opens a one-step simplified modal. You can enter all items on one screen and create the project immediately.

Input Items

• Project Type: Select one of I'm Buyer (Import) or I'm Seller (Export) using radio buttons.
• Project Name: A uniquely identifiable name (e.g., "2026 POSCO Q1 Steel Export") — required, at least 3 characters
• Description: A brief description note about the project (optional)
• Notifications: Choose whether to receive email notifications.

Team member invitations and counterparty settings are done in the Parties menu on the project detail page after creating the project. Schedules such as quotation date and PO date can also be set in the project detail.

Help Center

Clicking the FAQ Page link at the top of the modal opens the full-screen Help Center. You can check the 4 frequently asked questions (FAQ) about project creation and operation.

💡 Troubleshooting (FAQ)

• Q: "I don't see the project I'm working on in the list."
  • Error code / symptom: PROJECT_NOT_FOUND_IN_LIST
  • A: Check whether your access to the project was revoked, or whether the status filter is set only to "In Progress" rather than "Completed (Archived)" or "All." Also check the Archived Projects tab at the top of the same screen in case it was moved there.
• Q: "The 'Archived Projects' menu is gone from the sidebar."
  • Error code / symptom: ARCHIVED_MENU_REMOVED
  • A: With the 2026-07 update, archived projects are no longer a separate menu — they are a tab on the project list screen. Click the Archived Projects tab at the top of the project list, or open the existing URL /archived to land on the Archived tab.
• Q: "Can I permanently delete a project?"
  • Error code / symptom: PROJECT_HARD_DELETE_UNSUPPORTED
  • A: Currently, for audit-trail purposes of conducted trade transactions, the system does not support permanent project deletion (Hard Delete). Instead, please manage it by declaring the status as "Canceled" or archiving it and managing it from the Archived Projects tab.