Project Overview
View and manage all details for a specific project.
Accessing a Project
- Go to Projects dashboard
- Click on a project card to open it
- You'll land on the Overview tab
Dashboard Widgets
The Overview tab provides a real-time snapshot of project health using distinct widgets:
Project Information
- Overview: Shows Blueprint, Project Directors, and visibility settings (Internal/Private).
- Timing & Risk: Tracks Primary/Secondary Target Completion Dates and Risk Level.
- Project Phases: Visualizes the current lifecycle stage.
- Custom Fields: Displays any custom data fields defined for the project blueprint.
- Related Properties: Shows associated properties/sites (if applicable).
Financials & Progress
- Budget Status: Charts showing budget vs. actual spend.
- Task Progress: Graphs completion rates for project tasks.
Activity & Events
- Event Calendar: Calendar view of project events.
- Upcoming Events: Near-term deadlines and milestones.
- Latest Updates: Audit log of recent project changes.
- Latest Project Notes: Pinned or recent team notes.
Facility Details
- Facility Data: Custom fields related to the project location or site (if applicable).
Project Tabs
Navigate between different project areas:
| Tab | What You Can Do |
|---|---|
| Overview | View summary and quick stats |
| Project Plan | Project timeline (under development) |
| Tasks | Manage project tasks and subtasks |
| Timesheets | Track team hours |
| Budgets | View and manage project budgets |
| Travel | Plan and expense business trips |
| Notes | Document meetings and decisions |
| Contacts | Manage project team and stakeholders |
| Related Projects | Link to connected projects |
| Surveys | Send questionnaires to stakeholders |
| Files | Project files and attachments |
| Dayrates | Set consultant pricing |
| Billings | Manage billings |
| Expenses | Track project costs |
[!NOTE] Tab visibility depends on your organization's module permissions. Some tabs (Tasks, Timesheets, Budgets, Travel, Notes, Contacts, Surveys, Files, Billings) only appear if the corresponding module is enabled. Overview, Related Projects, Dayrates, and Expenses are always visible.
Editing Project Details
- Click the Edit button (pencil icon)
- Modify project information
- Click Save Changes
Related:
- Project Plan & Timeline - Project timeline (under development)
- Task Management - Work with subtasks
- Project Dashboard - All projects view
- Projects Overview - Module overview