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

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. 

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:

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

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.

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.

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

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.

If no budget is set or the budget is hourly-based, only cost rates are shown.

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 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.

📝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. 
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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.
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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.

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

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

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 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. 

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.

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

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

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.

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

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.

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

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

📝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. 

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. 

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.

Learn more about estimates in the Project estimates article.