Project Dashboard

1. Project Dashboard
– Instant
– Project Dashboard with “flat project amount”
– Project Reports
– Contacts
– Team Members
– Key Performance Indicators
– Project Metrics
– Project Progress
– Recent Activity
2. Items
3. Manage Tasks
4. Logged Hours
5. Expenses
6. Mileages
7. Transactions
8. Project Activity
9. Retainer
10. Documents
11. Messages

– Project Dashboard
is your window (and your fast lane) to project tracking.
To access it, click the project name on projects grid (Time&Projects -> Projects):

The Dashboard consists of several blocks:
– Instant
Here you can see information about the project status (more here), project name, project number, project client and contact for this client, budget method (if applied), billing method, start/end date of project (if applied), total logged hours and their statuses (billed, unbilled, non-billable – more on this here) and a list of invoices generated and based on this project’s hours. You can also see all the expenses wich are connected with the project, or retainers, if any.

– Project Dashboard with “flat project amount”

If you use a project on the “flat project amount” billing method, your project dashboard will slightly look different. You will see the “project cost”, the amount which you created with the “invoice generator”, the “remaining value”, the amount of “manually added invoices” and the assigned Expenses. Find more infos here.

– Project Reports
You can generate 2 reports based on this project’s data – Hour Project Report, Project Summary Report.

– Contacts
Here you can see the contact information of the primary contact for this project’s client.

– Team Members
Includes all staff members assigned to this project:

– Key Performance Indicators
Here you can compare project revenues (total amount of sent invoices), hours logged and the percentage of billed hours. Also, you can choose specific time periods which should be compared.

– Project Metrics
In the ‘Sent Invoices’ – you can see graphs by months with information about the amount of actual, paid and overdue invoices.
‘Budget vs Actual’ – offers a view over the budgeted amount and the actually used amount of hours or money and the difference.
‘Expenses Budget vs. Actual’ – offers a view over the budgeted amount and the actually used amount of expenses or money and the difference.
‘Logged hours vs. billed hours’ – includes nice sharp graphs by months with information about the amount of billed, unbilled, non-billable hours.
‘Expense Reimbursed’ – shows the amounts and statuses of expenses assigned to this project.

– Project Progress
This section helps you compare your real progress (logged hours or spend money – depends on budget method) with the budget. Also, you can see the amount of logged hours by each of members and their progress (if the budget method you chose is Total project hours or Hours per staff) or hours logged to each task (if the budget method is Hours per tasks).

– Recent Activity

This is a snapshot of the notifications related to the last activity of the project members – when somebody was assigned to the project when they logged or updated their hours etc.

The ‘Items’ tab

In the “items” tab, you will have the total overview about your added items to the project. You can change the quantity, delete or add items. More infos HERE

The ‘Logged Hours’ tab

Here you can see information about all hours – all time entries logged to this project by project members.

The tables include the tasks, the dates when members had worked on them, the number of hours, start/end time (if available), and if they’ve been billed or not. Also, in case you are using the ‘Approve timesheets’ feature (more here), you will also see what’s been approved or not.