Project overview view lets you see your open projects in list or gantt view, and add new projects.
Project gantt view lists projects and phases on a timeline (year, month, week, day) that you can filter using filters or the search function. In the gantt view you can also change the project timeline by dragging the whole bar or only its start or end dates. The view also has some quick actions, such as:
- editing work hour estimates for projects and phases
- selecting the Default work type
In the list view you can change the sort order by clicking the title of the column you want. You can also sort the view by multiple values, in which case the most recently selected column is the primary sort criterion. The sort setting you choose is saved automatically and remains in effect even if you leave the view.
At the top of the view you can see preselected KPI read values (formulas below):
- Order book: project value - Invoiced
- Value is calculated only from open projects with sales status won and with project value.
- Calculation ignores invoicing that goes over the project value.
- Work in progress: Value of hours - Invoiced
- Calculation does not take into account instalments whose type is Regular products or Subcontracting.
- If Work in progress is 0 or more, 0 is shown as the value.
- If Value of hours is more than the billing forecast or project value, the calculation uses the billing forecast or project value (whichever of these two is higher) instead of Value of hours in the calculation.
- Hours this month: work hour entries entered to projects in the current month
- Projects in need of attention: The number of projects where the project end date has been exceeded or the total work hour estimate has been exceeded (only when an estimate is given, > 0).
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