Project Details
Project Details
Select the Blue pen icon to edit the details
Most details should not / cannot be changed during the project
Change the Project title and/or description if required
Change the Project Manager if required
Add Keywords so that the Project can be better identified when searching on the index page
Change the start date to change the start date of the project
Changing the start date will change all WP dates by the same amount
Project Status
Project Status
There are 4 status for a Project:
Active - The project is ongoing and Resources can be recorded, approved and invoiced.
Complete - The Project is complete but still has work lying in WIP to be invoiced, you cannot track additional Team and Asset resources (outstanding can be approved).
Cancelled - The Project has been stopped you can no longer track resources except expenses but you can still invoice work lying in WIP.
Closed Out - The Project has completely finished and you can no longer Invoice.
Dashboard widgets
Dashboard widgets
Project Progress: This is the total physical/actual progress (in %) of the project. It can be updated manually for each WP within the ‘Work Breakdown’ > Progress tab.
Budget Progress: This is the actual vs planned cost for the project.
Budget: This is the total planned price/revenue of the project. It will be updated along with approved variations.
Project Status: This is the current status of the project (Actual Progress) vs the planned status (Planned Progress).
Budget Chart: The budget graph changes depending on the project Billing Type.
For Reimbursable billing type, the graph will be tracking price/revenue. For Fixed price billing type, the graph will be tracking cost.
Forecast: This shows the invoice forecast across the project timeline. To update the planned line for this graph, select Finance > Payment Schedule then complete the invoice amounts for each month or add payment milestones.
Project Progress Chart: This displays the planned, actual and forecast progress (%).
Hours: These are the tracked hours of the project, divided by status.
Margin: This shows the estimated/planned margin against the current/actual margin.
Deliverables: This is a summary of all deliverables and their current progress. Deliverables are updated manually and can be done so by moving the slider for % completion within the ‘Work Breakdown’ > Deliverables tab.
Rate Review
Rate Review
The Rate review allows you to change/update the contract during an ongoing Project. You can only access rate review if you have activated the feature Project resource builder. Consult a member of the team for more details.
Select Rate Review
Select the new contract
You can only change to a contract with the same currency as the original
Select a date for timesheets backfill
This will change the charge rate of the past time booked to the new contract from the date that is selected.
Select submit once the date has been selected
