Project Overview

Created by Niharika Pandey, Modified on Thu, 16 Jul at 11:37 AM by Advaith R

Plan Availability
Essential
Standard
Premium
Enterprise

TABLE OF CONTENTS

Project Info
- Project Fields
Project Hours
Team Members

To get an overview of your entire project plan and your onboarding journey, go to the Overview tab.

Field

Description

Status

Indicates the status of the project. Project Status can be set to any status of your choice.

Project Dates

Indicates the project dates that have been set at the time of project creation.

NoteThe actual dates for the start and end of the project are subject to change. The project dates are set at the beginning of each project. They are independent of delays, the start date of the first task and the end date of the last task.

Completion

Indicates the percentage of tasks completed based on the total number of tasks added in the project plan.

Task count boards

Board	Description
Overdue Tasks	Tasks that have not been completed beyond the due date.
At risk tasks	Tasks that have been marked at risk.
Completed Tasks	Tasks that have been completed.
Blocked tasks	Indicates the number of tasks that have been blocked.

All Phases

Lists all the phases in the project plan. The lists also reflects the average CSAT rating for each phase.

Business Goals

Lets you add Business Goals with a description.

Last 5 Status Updates

Lists the latest 5 status updates.

Tasks Overdue

Lists all the overdue tasks.

Tasks at risk

Lists all the tasks that are marked At risk.

Blocked Tasks

Lists tasks that have been blocked.

Tasks Completed late

Lists all the tasks that have been completed late.

Project Info

Project Fields

Lists all the project properties that can be grouped together in sections. These project fields are not visible to your customer.

Field	Description
Status	Indicates the status of the project. Project Status can be set to any status of your choice.
Start Date	Indicates the start date of the project.
Due date	Indicates the due date of the project.
Annualised Recurring Revenue	Indicates the value of the recurring revenue of the customer's subscriptions for a single calendar year.
Project Fee	The total fee that is charged for the project.

Project Hours

Field	Description
Tracked Hours	Number of hours that have been added by the team members.
Remaining Hours	The remaining hours from the total budgeted hours.
Budgeted Hours	Budgeted hours is the total number of designated hours.
Billable	Mentions the number of hours that are billable.
Non-Billable	Mentions the number of hours that have been added but are non billable.
Categories	Mentions the time tracking categories.

Team Members

Lists the team members from your team as well as the customer's team

Project Overview

Project Info

Project Fields

Project Hours

Team Members

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