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 Project plan, click on the project name.
From the Project side panel, click Open project detail view.
Team panel
The Team panel shows an overview of the resources assigned to the project.
Cost rates and scheduled hours
The team panel displays each team member’s cost rate and their scheduled hours within a selected date range. This allows for a quick assessment of resource costs and allocation distribution. The cost rates shown here are read-only and set at the person level.
📝Note: 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.
Action menu
Clicking on the action menu for each person allows you to view, swap, or remove them from the project.
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.
Remove from project - Removes the person from the project and deletes any of their existing scheduled allocations and logged time under this project.
Adding a team member
You can quickly add a resource from the Team panel section by clicking on the Add button.
Bill rates
If the project is configured to have a fee-based or hourly fee budget, you can also see the bill rates on the Project view.
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.
View 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 full 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 select a date range manually.
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.
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 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.
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 also includes the project overview bar that provides real-time visibility into project budget usage and profitability. This allows users to track budget and profitability, helping ensure financial targets are maintained throughout the project lifecycle.
The project overview bar data varies based on the selected budget type of the project.
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.
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. 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.
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 scheduled hours and the team’s bill rates.
Costs - Based on the team’s cost rates.
Margin - Based on the scheduled billable fees and billable costs of all scheduled hours.
Fee-based budget
If the budget is Fee-based, the project overview bar shows both 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.
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 cost based on the team members’ scheduled hours multiplied by their cost rates.
Budget remaining - The percentage calculated based on the total budget fee and the current billable costs.
If the project exceeds the budget, the project overview bar turns red and shows the Over budget percentage.
Display options
To customize your view, click the Display options button in the top right corner of the Project view page.
Density
Under Density, you can switch the view between Compact, Comfortable, or Spacious, depending on your preference.
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.
📝Note: The Show other allocations & overtime option is only available in the Project view.
Project view 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.
Duplicate – Duplicates the current project.
Shift timeline – Shifts the timeline of the current project.
Create template from project – Create a project template based on the current project.
Archive – Archives 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.
Print - Prints the schedule of the selected project.