Projects Workspace
The Overview, Dashboard, and Inbox serve different daily needs.
| Screen | Use it to |
|---|---|
| Overview | Find projects that need action |
| Dashboard | Review portfolio performance |
| Inbox | See work assigned to you |
Overview
Go to: Projects → Overview
The Overview is the Projects landing page. Its tiles open pre-filtered project lists.
| Section | What it shows |
|---|---|
| Open Projects | Projects currently in Open |
| Completed Projects | Successfully completed projects |
| Cancelled Projects | Cancelled projects |
| Attention Required | Deadline passed, over-budget, and high-priority counts |
| Project Financials | Total estimated cost, total actual cost, and total over-budget amount |
| Deadline Performance | Completed on time versus completed late |
Click a tile to open the matching project list.
For project creation and field details, see Projects.
Dashboard
Go to: Projects → Dashboard
Use the Project, Customer, and date filters at the top. Project and Customer accept one selection. The date range applies to timesheet dates.
The dashboard shows:
- project totals and status distribution;
- estimated and actual cost;
- on-track and delayed projects;
- overall completion;
- task statuses and delayed tasks;
- total, billable, and non-billable hours;
- time by project and activity type;
- Team Workload — recorded hours broken down by Project Team member;
- project completion details.
For detailed exports and transaction-level analysis, use Project Reports.
A project is delayed when its end date has passed and it is not Completed or Cancelled. A delayed task is based on its planned end date.
Inbox
Go to: Projects → Inbox
Inbox is a personal queue for documents assigned to the signed-in user.
| Tile | Included documents |
|---|---|
| Due Today | Pending assigned documents due today |
| Overdue | Pending assigned documents past their deadline |
| Todo | All pending assigned documents |
Click a tile to open its detailed list. Click a document row to open the record, then use Back to Inbox to return.
An assigned document appears in Todo while it is pending. It also appears under Due Today when its deadline is today, or under Overdue after its deadline passes.
Inbox relies on assignment and deadline data. A task without an assignee or planned end date will not appear as a dated personal work item.