Project Detailed View
The Project View summarises everything about one engagement — tasks, progress, costs and billing. It is the screen a project manager works from, and the one that answers whether a project is on time and making money.
Overview
Open a project from the Projects List.
Details in Project View
Header Section
| Figure | What it shows |
|---|---|
| Tasks | How many tasks the project holds, and how many are complete. |
| Value | The contracted amount. |
| Costs | What has been spent against it. |
| Invoiced | How much has been billed. |
| Deadline | The planned completion date, with overdue flagged. |
Tabs
| Tab | Shows |
|---|---|
| Tasks | The work, its owners and status. |
| Expenses | Costs tagged to the project. |
| Invoices | What has been billed so far. |
| Activity | Comments and updates logged against the project. |
| Files | Documents attached to the engagement. |
Reading project health
Three figures together tell you where a project stands:
| Pattern | Means |
|---|---|
| Costs high, invoiced low | Work delivered but not billed — a cash flow problem. |
| Costs approaching value | Margin is thin. Check remaining scope before continuing. |
| Tasks complete, deadline passed | The project is done but not closed. |
Costs only appear here if purchases and expenses were tagged to the project when entered. A project showing almost no cost is more often an untagged one than a cheap one.
Related pages
- New Project — create a project
- Projects List — all projects
- New Project Invoice — billing the work
- Expenses — tagging costs to a project