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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 this week

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 and allows modifications. 

Project view - project details.

Action menu

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.

Project view action menu

Display options

Days/Weeks/Months

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

Project's plan Density 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

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

📝Note: The Show other allocations & overtime option is only available in the Project view.

Team panel

The Team panel shows an overview of the resources assigned to the project and its phases. The people on the team can be sorted alphabetically.

Project view team panel sorting

 

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 hourly-based, 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 fee-based or hourly fee budgets, both the cost and the bill rates for the team are visible.

Project view with cost and bill rates displayed.

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.


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

 Person working on the phase only.

📝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 has a different bill rate, you can choose which rate to use - keep the same bill rate or use the person’s bill rates.

  • 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. 

Adding a team member

You can quickly add a resource to the project using the +Add button.

Adding a team member on the Project view.


​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.

Project overview bar when no budget is set.

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

Setting project budget to have the profitability calculated.

Hours-based budget

If the budget is hours-based, the margin is not calculated. The Profitability tab shows the set budget and the costs of scheduled hours.

Budget utilization for hours-based budget

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


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

Project overview bar for over the hourly fee project budget.


​​Hourly fee budget

If the project budget is set as Hourly fee, only the Profitability tab is displayed. It shows:

  • Hourly fee - Based on the total sum of scheduled hours multiplied by the team’s bill rates.

  • Costs - Based on the team’s cost rates.

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

Profitability tab for ​​hourly fee budget

Fee-based budget

If the budget is Fee-based, the project overview bar shows both the Profitability and Budget utilisation 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.

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

Profitability of a fee-based project


​Budget utilization tab

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

  • Billable - The total billable amount based on the team members’ scheduled hours multiplied by their bill rates.

  • Budget remaining - The percentage calculated based on the total budget fee and the current billable costs.

Budget utilization of a fee-based project


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

Over the budget project for the fee-based.


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.

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.

  • 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.

Additional notes

  • Custom sorting is not supported on the Project view.

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