In this article
To get an overview of your entire project plan and your onboarding journey, go to the Overview tab.
Overview cards
| Card | Description | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Status | Indicates the status of the project. Project Status can be set to any status of your choice. | ||||||||||
| Project dates | Indicates the project dates that have been set at the time of project creation. NoteThe actual dates for the start and end of the project are subject to change. The project dates are set at the beginning of each project. They are independent of delays, the start date of the first task and the end date of the last task. | ||||||||||
| Completion | Indicates the percentage of tasks completed based on the total number of tasks added in the project plan. Task count boards
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| All phases | Lists all the phases in the project plan. The list also reflects the average CSAT rating for each phase. | ||||||||||
| Planned vs Actual progress | Compares planned progress with actual progress over the project timeline. The chart plots a Planned line and a Progress line, with time on the horizontal axis and work on the vertical axis. Progress is calculated based on your project plan. | ||||||||||
| Business goals | Lets you add business goals with a description. | ||||||||||
| Last 5 Project updates | Lists the five most recent project updates. | ||||||||||
| Tasks overdue | Lists all the overdue tasks. | ||||||||||
| Tasks at risk | Lists all the tasks that are marked At risk. | ||||||||||
| Key events and Intervals | Shows each key event's planned date, actual date, and performance, and each interval's planned duration, actual duration, and status. | ||||||||||
| Blocked tasks | Lists tasks that have been blocked. | ||||||||||
| Tasks completed late | Lists all the tasks that have been completed late. |
NoteYou see only the cards your role has access to. For example, if you can't view tasks, the task count boards and task lists are hidden.
Project Info
Project fields
Project Info shows the first five project fields in the order set in your project field sections. Select See more fields... to open every section, search for a field, and edit values. The card header shows which companies can see these fields. Customers never see this card.
| Field | Description |
|---|---|
| Status | Indicates the status of the project. Project Status can be set to any status of your choice. |
| Start Date | Indicates the start date of the project. |
| Due date | Indicates the due date of the project. |
| Annualised Recurring Revenue | Indicates the value of the recurring revenue of the customer's subscriptions for a single calendar year. |
| Project Fee | The total fee that is charged for the project. |
Project hours
| Field | Description |
|---|---|
| Tracked (or Billable hours) | Hours logged on the project. When the project separates billable and non-billable time, this shows billable hours. |
| Remaining | Budgeted hours minus tracked hours. |
| Budgeted | Total hours budgeted for the project. |
| Allocated | Hours allocated to team members through resource management. |
| ETC (Estimate to completion) | Hours needed to complete the project. |
| EAC (Estimate at completion) | Projected total hours at the end of the project. A warning shows when it exceeds the budget. |
| Billable vs non-billable chart | Split of billable and non-billable hours. |
| Category | Hours by time-tracking category. |
Allocated, ETC, EAC, the chart, and categories are visible only to your team. To let customers see billable hours, select More actions on the card, then Show billable hours to customers.
Team members
Lists the team members from your team as well as the customer's team.