Go to view projects via the page navigation Projects > Summary. You can view projects either in Gantt or List format. Select the desired display option from the right side of the view.
The projects shown in the summary depend on the user's permissions and the filters used in the view. You can filter the view from the Filters section at the top, for example by unit or account owner.
At the top of the summary view there are predefined project-related KPI read values, whose formulas are as follows:
| KPI read | Formula |
|---|---|
| Order book | Sales estimate - Invoiced. Calculated only from open projects with sales status won and with Project value. The calculation ignores invoicing that exceeds by the project value. |
| Work in progress | Value of hours - Invoiced. The calculation does not take into account instalments whose type is Regular products or Subcontracting. If the value is 0 or more, 0 is shown. If the value of hours exceeds by the billing forecast or project value, the calculation uses whichever of these two is higher. |
| 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). |
Keywords: projects, summary, kanban, permissions, filters, KPI read values, order book, WIP
Keywords: projects, project overview, Gantt view, list view, permissions, filters, KPI read values, order book, WIP (work in progress), work hour entries
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.