Projects Inquiry
The Projects list shows every engagement, ongoing and complete, with its status and financial position. It is where project managers check progress and where anyone can see whether work is on track and within budget.
Where to find it
Go to CRM > Projects.
Key Sections
Filters
| Filter | What it does |
|---|---|
| Customer | Show projects for one client. |
| Status | Planned, active or complete. |
| Assigned To | Show one manager's projects. |
| Date range | By start date or deadline. |
List columns
| Column | Description |
|---|---|
| Project | The name and code. Click through to the Project View. |
| Customer | Who it is for. |
| Start / Deadline | The planned timeline, with overdue projects flagged. |
| Value | The contracted amount. |
| Costs | What has been spent against it. |
| Invoiced | How much has been billed so far. |
| Status | Current state. |
How to Use the Projects List
- Filter to active projects and sort by deadline.
- Compare Value, Costs and Invoiced — the three figures that say whether a project is healthy.
- Chase anything past its deadline still showing active.
- Raise a Project Invoice where work is complete but unbilled.
Value delivered but not invoiced is the number worth watching. A project sitting at full cost with little invoiced is work you have paid for and not yet been paid for — which is a cash flow problem before it is a profitability one.
Summary
The projects list answers three questions at once: what is running, what is late, and what is unbilled. It is only as accurate as the costs tagged to each project as they are incurred.
Related pages
- New Project — create a project
- Project View — progress, tasks and costs
- Project Invoice List — what has been billed
- Tasks List — the work inside projects