Navigate to the project card from the page Project master section by clicking the name of the desired project. You can also open the project card by clicking the project name anywhere in the system. On the project card, you will find all essential information about the project.
Project basic information and preferences
Basic project information such as Name, Project number and Project manager are visible at the top of the project card. Edit the following basic project information by clicking the three-dot action menu in the upper right corner of the project card:
☑️ Case status: Edit project status and review status history
☑️ closeproject: Close and end project
☑️ projectsettings: Edit basic project information such as name, unit or cost center
☑️ Deleteproject: Delete project from the system
KPI insights
At the top of the project Overview view, you can review insights related to the project. Show or hide insights by clicking the toggle switch Show KPI’s. See below what the figures indicate:
KPI insights | Legend |
Expected value | Entered in the Salesvalue field in the Sales section. |
Billable rate % | Calculation formula: Billable hours / all hours * 100. Billable hours are hours logged for customer projects and priced from the price list. |
Billed per hour | Calculation formula: Project billing / hours logged for the project. |
Tasks | The number of open activities in the project. |
Project overview
The Overview tab of the project card shows the most important information about your project and its overall status:
KPI’s: You can show or hide project-specific KPI insights with the Show KPI’s toggle switch
Description: Add a description to the project by clicking Adddescription or edit an existing description by clicking Editdescription
Project timeline: Project start and end date
current phases: Shows the phases and child phases in the project
team: Shows the project manager and other project members
Last refreshed: Review the latest update and see who made the update
Keywords: Shows the keywords added to the project preferences
Keywords: beta, project master, project view, project creation, customer project, internal project, project settings, project keywords, team, timeline
*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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