In the project view you get an overview of the project content, contacts, members, all related documents (like invoices, bills, etc.) and so on, but also project progress, budget and more.
Project members are your colleagues in your company (with the project manager always listed first and their name in bold), related contacts are the contacts outside of your company. You'll easily see, who are working on this project and, if needed, contact them with just a few clicks.
All the files, activities, invoices, etc. added from the project view are automatically linked to the project and available for reporting.
Planned activities are arranged by several criteria:
- calendar events are shown before tasks if a task has no deadline
- the date is used for arrangement, if tasks have a deadline
- if events and tasks have the same date, they are arranged by name
To be even more precise when planning a project, use the Phases and Milestones feature and keep an eye on your project timeline. This feature helps you break down projects into more manageable sets – add phases consisting of relevant taskst and events for each step of the project, use milestones to set clear goals for each step. Read more on Project Phases and Milestones.
Project budget is calculated automatically based on invoices and cost. If budgeting is enabled, you'll see information on actual and budgeted sums. Read more on budgeting.
You can easily get an overview of all project related activities right there in the project view. See, how much time has been planned, spent and how much still needs to be done.
In the upper progress bar you can see the overall progress of the project.
In the lower bar you can see more of a breakdown of the progress – how much of the estimated time is already used (Done), how much has been scheduled (To do), if there's still a buffer or if you've already scheduled (and/or done) overtime. Overtime is displayed in red. This will give you an idea if there's something to be done to manage the project better.
You can also view the project events in the calendar with one click, and you'll be taken into the calendar view with appropriate filters already applied.
Okay, let's continue with adding and modifying projects.
Did this article help you?
Thank you for your feedback!