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Project view

Use the Project view to plan, scope, and manage a single project in one place

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated over a week ago

For a quick overview, check the Project view video guide.

Project view

Use the Project view to scope and manage one project at a time. You can access the Project view through the following paths:

  • From the Projects page, click on the project name.

  • From the Project plan, click on the project name.

  • From the Project side panel, click Open project detail view.

Accessing Project view

The Project view displays the project status icon and the name, followed by the project code and the client. Clicking on the project’s name opens the project settings in the side panel and allows modifications. 

Project view - project details.

Action menu

The action menu appears next to the project name at the top of the page. The action menu options in the Project view provide quick actions for managing a single project. These include:

  • Edit project - Opens the project’s side panel and allows edits.

  • View project report – Opens the Single Project Report for the selected project.

  • DuplicateDuplicates the current project.

  • Shift timelineShifts the timeline of the current project.

  • Create template from project – Create a project template based on the current project.

  • ArchiveArchives the project.

  • Share a link - You can share a link to grant external viewers read-only access.

  • Export (.CSV for Excel) - Export the schedule of the selected project into CSV. The default date range is the entire project.

Project view action menu

Display options

In the top right corner of the page, you can access and adjust the Project view's display options.

Project view's display options

Today

Clicking on the Today button takes you to today's date.

Moving to today's date.

Days/Weeks/Months

Depending on your needs, you can switch between days, weeks, or months view with the Days/Weeks/Months button.

Days/Weeks/Months display options.

Density

To customize the Project view's density, click the Display options button and switch the view between Compact, Comfortable, or Spacious, depending on your preference.

Project's plan density display options

Date range insights

This is where you can choose to have the utilization shown in hours or percentages.

Date range insights, utilization shown in hours or percentages.

Focus options

Show other allocations & overtime

With Show other allocations & overtime toggle, you can choose to display allocations from other projects and highlight any overtime. This is off by default to help you focus on the current project, but you can turn it on when you need broader context.

Show other allocations & overtime

Sort archived to bottom

With the Sort archived to bottom toggle, you can choose to have all the archived project members automatically displayed at the bottom of the Team panel.

Sort archived to bottom

📝Note: The focus options are available in the Project view only. We do not currently support it on the Project plan.

 

Data visibility

In the data visibility, you choose to hide/show the cost and bill rates.

Hide/show the cost and bill rates on the Project view.

Team panel

The Team panel shows an overview of the resources assigned to the project and its phases. Each person has their role listed underneath their name.

The people on the team can be sorted:

  • Alphabetically (name A to Z or Z to A)

  • By cost rates (high to low or low to high)

  • By bill rates (high to low or low to high)

  • By availability (Unscheduled high to low or low to high)

  • Custom - you can drag and drop the people on the list as needed

Sorting people on the Project view.

 

Team rates

The Project view displays rate details based on the project’s budget type.

Cost rates

If no budget is set or the budget is fixed hours, only cost rates are shown.

Project view with cost rates displayed.

The cost rates don’t vary by project or phase since they represent the consistent cost of employing people, regardless of which project they’re working on. That is why, on the Project view, the cost rates are read-only and cannot be modified. If you would like to edit the cost rates, you can do it on the personal or role level. 

The cost rates displayed in the team panel of the Project view reflect today’s rates. If a team member has other cost rates set at the person or role level for specific time periods, the total cost for the project is calculated based on those rates according to their effective dates.

Bill rates

For fixed fee or time & materials budgets, both the cost and the bill rates are visible.

Bill rates can be customized at the project level, and you can edit them directly in the Project view. These bill rates apply to this project only.

Setting up project level bill rates.

If a person is assigned to a specific phase/s only and does not work on the project level, there's a phase icon next to their name.

📝Note: Bill rates visible on the Project view are the project rates. If your team has different bill rates set on a phase level, you can review them in the phase settings. 

Utilization with date range insights

By default, the Project view displays the Entire project date range data. This includes the total scheduled hours or the team’s utilization percentage over the whole project duration.

Each person’s Scheduled row reflects their total allocated hours or utilization percentage for that selected range. To adjust the timeframe, click the date range dropdown and select one of the available options, or click Custom to manually select a date range.

You can also switch the utilization view between hours and percentages. Click the date range dropdown and choose your preferred display under the Show utilization in section.

Date range insights for the Project view.


Team's action menu​

Clicking on the action menu for each person allows you to view, swap, or remove them from the project.

Person's action menu in the Project view.
  • View profile - Opens the person’s profile.

  • Swap person - Gives you the option to swap the person with another team member, and get all the allocations from this project reassigned. 

    Swaping a person on the Project view.

    📝Note: If the newly selected person has a different bill rate, you can choose which rate to use—keep the same rate or use the person’s bill rate.

  • Remove from project - Removes the person from the project and deletes any of their existing scheduled allocations and logged time under this project. This action requires double confirmation and is irreversible. 

    Removing a person from a project

Adding a resource

You can quickly add a resource to the project using the +Add button. You can choose to add a person or a role.

Adding a resource to the project.

​Quick add

The Quick add functionality is enabled by default in the Project view. This bypasses the allocation menu when assigning work. You can click to create a one-day allocation or click and drag to add multi-day allocations.

​Quick add in the Project view

Quick add allocations are always created as full-day allocations, but once added, they can be adjusted as needed. To switch to the Add/Edit action, use the right-click menu or the A keyboard shortcut. You can also use the right-click menu to switch between options. 

Right click menu.

Quick add logic

In the Project view, quick add allocations are scoped to that specific project by default, so you can plan without needing to re-select a project each time. If the project has phases, quick add picks the phase whose start is closest to the allocation start date.

When no tasks are defined, the allocation is created directly at the project or phase level. When the assigned project/phase’s tasks are defined and the task list is locked, the allocation modal is displayed, asking you to select one of the tasks from the list. If the task list is not locked, quick add selects the last task that was allocated.


Project overview bar

The Project view includes the project overview bar that provides real-time visibility into the project’s profitability, budget utilization, and estimates (beta)

Project overview bar

​The project overview bar data varies based on the project's budget type

No budget set

If no budget is set, the margin is not calculated. The report only shows the overall costs based on the cost rate for each team member.

If you’d like to see the project’s profitability, click on Add budget to configure a budget and have the margin calculated.

No budget project overview bar

Time & materials budget

If the project budget is set as time & materials, only the Profitability tab is displayed.

Profitability tab for time & materials budget

It shows:

  • Time & materials - Based on the total sum of scheduled billable hours multiplied by the team’s bill rates + billable expense costs and markup amounts.

    Time and meterails budget = (schedueld billable hours x bill rates) = (billable expense costs = markup amounts) 

  • Costs - Based on the team’s all scheduled billable and non-billable hours multiplied by cost rates and total expense costs.

    Costs = (all scheduled billable and non-billable hours x cost rates) = total expense costs

  • Margin - Based on the scheduled billable amount and costs of all scheduled hours.

    Margin = ((billable hours x bill rates) - all costs) / (billable hours x bill rates) * 100

Fixed fee budget

If the budget is set as a fixed fee, the overview bar shows both the Profitability and Budget utilization tabs.

Profitability tab

  • Fee - The total budgeted amount based on the selected fee-based budget type, set at the project, phase, or task level.

  • Costs - The total scheduled hours for all team members multiplied by their cost rates plus the cost of additional expenses.

    Costs = (all scheduled billable and non-billable hours x cost rates) = total expense costs.

  • Margin - The percentage calculated based on the total budget and the costs of all scheduled hours and expenses.

    Margin = (project fees - all costs) / project fees * 100

    Profitability tab for the fixed fee project budget

​Budget utilization tab

  • Fee - The total budgeted amount allocated for a project.

  • Billable - The total billable amount calculated by summing the scheduled hours for all team members and multiplying them by their respective bill rates, plus the total billable expenses.

    Billable = (scheduled billable hours x bill rates) + total expense billable

  • Budget remaining - The percentage calculated based on the total budget and the cumulative billable amount.

    Budget utilization tab for the fixed fee project budget

If the project exceeds the budget, the project overview bar turns red and shows the Over budget percentage.

📝Note: If billable time doesn’t appear as expected in the budget utilization section, ensure all team members have the correct hourly rates applied both on the project and the phase-level. 

Fixed hours budget

If the budget is fixed hours, the margin is not calculated.

The Profitability tab shows the set budget and the costs of scheduled hours.

Profitability tab for fixed hours budget

The Budget utilization tab shows the project’s budget, scheduled hours, and the remaining budget percentage.

Budget utilization for fixed hours budget

​If the project exceeds the budget, the project overview bar turns red and shows the Over budget percentage.

Save as estimate (beta)

​This feature is currently in beta, and work is still in progress. Some functionality may change as we continue to improve it. If you have feedback, we’d love to hear your thoughts!

An estimate is a saved snapshot of a project’s data at a specific point in time. Saving an estimate is designed to track your project’s evolution and compare it as a baseline. To add an estimate, plan your project on the Project view and use the Save as estimate button in the project overview bar. 

Save as estimate (beta) on the Project view.

Saved estimates appear in the Estimates section of the project side panel. By default, the estimate saved first becomes the baseline estimate.

estimates side panel screenshot

Once a baseline is set, the project overview bar displays its fees, costs, and margin next to the current totals, giving you a quick snapshot of how things are changing over time.

Project's profitability compared to the baseline.
Project's budget utlization compared to the baseline.

The overview bar’s action menu includes the following options:

  • Update budget - Opens the Budget section of the project settings and allows quick changes to the project’s budget.

  • View project report - Opens the Single Project Report, where you can compare of the baseline estimate to scheduled or logged hours.

  • Minimize/Expand overview bar - Allow hiding/showing the project overview bar.

  • Update baseline estimate - Opens the Estimates section of the project settings and allows quick changes to the project’s baseline.

  • Hide baseline estimate / Show baseline estimate - Allow hiding/showing the baseline digits in the project overview bar.

Estimate's action menu.


Learn more about estimates in the Project estimates article.

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